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Palm Harbour Capital's investment thesis on Brightstar Lottery ($BRSL) — Q4 2025 | Buyside Digest

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$BRSLNASDAQBrightstar Lottery

BULL

Palm Harbour Capital—BRSL

Fund Letter

Q4 2025

Published December 31, 2025

View Fund Profile

$11.58USD

+2.5% vs last month

$15.30Pitched

-24.3% since pitch

Market Cap$2.0B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The fourth detractor was Brightstar Lottery (-9.2%, -28 bps), the Italian-American lottery technology systems provider, which we introduced in our first quarter 2020 letter and updated in our first quarter 2024 letter. As per our...

— Peter Smith

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