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Portfolio (Quarterly) Guide ↗

Lighthouse Investment Partners, LLC

· CIK 0001600344
13F Portfolio $2.9B AUM 775 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 291 New 171 Added 205 Reduced 466 Exited
Page 11 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 RMAX RE/MAX HLDGS INC Real Estate 89,063.0 $513K 0.02% NEW $5.76 +62.8%
202 TTEK TETRA TECH INC NEW Industrials 16,994.0 $512K 0.02% NEW $30.12 -8.2%
203 BILL BILL HOLDINGS INC Technology 13,322.0 $510K 0.02% NEW $38.30 -5.6%
204 WPM WHEATON PRECIOUS METALS CORP Basic Materials 3,828.0 $502K 0.02% NEW $131.01 -3.4%
205 CHKP CHECK POINT SOFTWARE TECH LT Technology 3,479.0 $497K 0.02% NEW $142.85 -6.5%
206 ASIX ADVANSIX INC Basic Materials 20,000.0 $488K 0.02% NEW $24.40 -8.8%
207 CCI CROWN CASTLE INC Real Estate 6,000.0 $488K 0.02% NEW $81.31 +12.5%
208 CRS CARPENTER TECHNOLOGY CORP Industrials 1,226.0 $483K 0.02% NEW $394.15 +10.1%
209 CAG CONAGRA BRANDS INC Consumer Defensive 30,676.0 $482K 0.02% NEW $15.72 -13.7%
210 PTON PELOTON INTERACTIVE INC Consumer Cyclical 111,318.0 $478K 0.02% NEW $4.29 +33.1%
211 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 5,162.0 $477K 0.02% NEW $92.32 -0.6%
212 GOOGL ALPHABET INC Communication Services 1,619.0 $466K 0.02% NEW $287.56 +33.2%
213 MSCI MSCI INC Financial Services 859.0 $463K 0.02% NEW $539.01 +9.2%
214 CRESCENT BIOPHARMA INC. 25,000.0 $459K 0.02% NEW $18.37
215 KMI KINDER MORGAN INC DEL Energy 13,241.0 $444K 0.01% NEW $33.53 +0.8%
216 LZ LEGALZOOM COM INC Industrials 78,280.0 $444K 0.01% NEW $5.67 +12.2%
217 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 4,918.0 $443K 0.01% NEW $90.11 +15.3%
218 CNK CINEMARK HLDGS INC Communication Services 15,463.0 $441K 0.01% NEW $28.52 -7.3%
219 TE T1 ENERGY INC Industrials 100,000.0 $439K 0.01% NEW $4.39 +84.1%
220 AAPL APPLE INC Technology 1,719.0 $436K 0.01% NEW $253.79 +21.7%
Page 11 of 15  ·  291 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 21.3%
Real Estate 18.0%
Industrials 13.2%
Energy 12.7%
Consumer Cyclical 11.8%
Technology 7.6%
Communication Services 4.3%
Healthcare 3.8%
Basic Materials 3.4%
Consumer Defensive 2.6%