BRIGHTLIGHT CAPITAL MANAGEMENT LP

WESTPORT, CT · CIK 1802838 · 13F filing filed 2026-05-15

SEC-registered investment adviser since 2019 · limited partnership

As an employer

$101.4m reported value -27.9% vs Q4 2025

8positions

100.0%in top 10

1 new 0 added 7 reduced 2 sold out vs Q4 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CARVANA CO CL A CVNA	CVNA	89,263	$28.1m27.68%	27.68%	Reduced -3.5k	-3,537 -3.8%
2	ARCOS DORADOS HOLDINGS INC SHS CLASS -A - ARCO	ARCO	3,334,760	$27.5m27.14%	27.14%	Reduced -132.0k	-132,040 -3.8%
3	KASPI KZ JSC SPONSORED ADS KSPI	KSPI	371,235	$27.5m27.12%	27.12%	Reduced -60.8k	-60,765 -14.1%
4	HNI CORP COM HNI	HNI	262,900	$8.8m8.66%	8.66%	New
5	ACADIAN ASSET MANAGEMENT INC COM AAMI	AAMI	100,200	$5.5m5.38%	5.38%	Reduced -7.7k	-7,700 -7.1%
6	PROFICIENT AUTO LOGISTICS IN COM PAL	PAL	288,700	$2.0m1.93%	1.93%	Reduced -70.0k	-70,000 -19.5%
7	HILTON GRAND VACATIONS INC COM HGV	HGV	45,780	$1.8m1.77%	1.77%	Reduced -257.4k	-257,420 -84.9%
8	SLEEP NUMBER CORP COM SNBRQ	SNBRQ	179,400	$322.0k0.32%	0.32%	Reduced -60.1k	-60,100 -25.1%

Security	Ticker	Shares held before	Value then
SMITHFIELD FOODS INC SFD	SFD	450,800	$10.1m450.8k shares
MELCO RESORTS AND ENTMNT LTD MLCO	MLCO	1,070,400	$8.1m1.1m shares