Brightlight Capital Management LP Portfolio Holdings
Brightlight Capital Management LP
- $164 Million
- Q3 2024
Brightlight Capital Management LP has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $164 Million distributed in 13 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Carvana Co. with a value of $47.6M, Melco Resorts & Entertainment LTD with a value of $23.2M, Pan American Silver Corp with a value of $20.5M, Sleep Number Corp with a value of $16M, and Hilton Grand Vacations Inc. with a value of $13.9M.
Examining the 13F form we can see an increase of $19.1M in the current position value, from $145M to 164M.
Below you can find more details about Brightlight Capital Management LP portfolio as well as his latest detailed transactions.
Portfolio value
$164 Million
Consumer Cyclical: $125 Million
Basic Materials: $20.5 Million
Energy: $12 Million
Communication Services: $3.41 Million
Industrials: $3.32 Million
Technology: $0
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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