SEC 13F Intelligence

Brightlight Capital Management LP / WTTR

Brightlight Capital Management LP’s Select Water Solutions Inc Position

Does Brightlight Capital Management LP own Select Water Solutions Inc (WTTR)? Not currently — the last reported position was 1.93M shares worth $15M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$15M
Q4 2023
Shares
1.93M
% of Portfolio
+10.59%
Quarters Held
17
position exited

Position History WTTR

Reported value by quarter
Q4 ’19: $10MQ4 ’19Q1 ’20: $3MQ2 ’20: $6MQ3 ’20: $4MQ3 ’20Q4 ’20: $5MQ1 ’21: $6MQ2 ’21: $9MQ2 ’21Q3 ’21: $18MQ4 ’21: $22MQ1 ’22: $20MQ1 ’22Q2 ’22: $17MQ3 ’22: $20MQ4 ’22: $26MQ4 ’22Q1 ’23: $20MQ2 ’23: $16MQ3 ’23: $15MQ3 ’23Q4 ’23: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 20231.93M$15M+10.59%
Q3 20231.93M$15M+10.80%
Q2 20231.93M$16M+12.79%
Q1 20232.81M$20M+8.86%
Q4 20222.81M$26M+10.98%
Q3 20222.81M$20M+14.07%
Q2 20222.49M$17M+10.66%
Q1 20222.30M$20M+9.07%
Q4 20213.48M$22M+8.67%
Q3 20213.48M$18M+7.73%
Q2 20211.43M$9M+3.10%
Q1 20211.15M$6M+2.37%
Q4 20201.15M$5M+1.92%
Q3 20201.15M$4M+2.09%
Q2 20201.15M$6M+2.88%
Q1 20201.08M$3M+2.68%
Q4 20191.04M$10M+7.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Brightlight Capital Management LP’s full portfolio or all institutional holders of WTTR.