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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 8 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SOC SABLE OFFSHORE CORP Energy 75,000.0 $1.2M 0.04% NEW $16.52 -72.4%
142 SGML PUT SIGMA LITHIUM CORPORATION Basic Materials 100,000.0 $1.2M 0.04% NEW $12.34 -19.0%
143 SHAK SHAKE SHACK INC Consumer Cyclical 13,925.0 $1.2M 0.04% NEW $88.47 -38.0%
144 SRE SEMPRA Utilities 12,674.0 $1.2M 0.04% NEW $97.17 -16.3%
145 AWK AMERICAN WTR WKS CO INC NEW Utilities 8,808.0 $1.2M 0.04% NEW $136.09 -0.1%
146 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 13,231.0 $1.1M 0.04% NEW $84.64 +18.6%
147 FNF FIDELITY NATL FINL INC Financial Services 24,043.0 $1.1M 0.04% NEW $46.38 -8.4%
148 HAYW HAYWARD HLDGS INC Industrials 82,775.0 $1.1M 0.04% NEW $13.38 -2.9%
149 TWFG INC 59,909.0 $1.1M 0.04% NEW $18.39
150 ADT ADT INC DEL Industrials 163,047.0 $1.1M 0.04% NEW $6.57 +5.0%
151 OLN OLIN CORP Basic Materials 35,603.0 $1.1M 0.04% NEW $29.73 -43.4%
152 KGC KINROSS GOLD CORP Basic Materials 34,087.0 $1.0M 0.04% NEW $30.52 -8.0%
153 DTE DTE ENERGY CO Utilities 7,114.0 $1.0M 0.04% NEW $146.22 -12.1%
154 ANGLOGOLD ASHANTI PLC 10,313.0 $1.0M 0.04% NEW $97.36
155 SLM SLM CORP Financial Services 46,893.0 $1.0M 0.04% NEW $21.41 +17.3%
156 AGI ALAMOS GOLD INC Basic Materials 22,450.0 $997K 0.04% NEW $44.43 -19.6%
157 SWX SOUTHWEST GAS HLDGS INC Utilities 11,460.0 $996K 0.04% NEW $86.90 -1.2%
158 GO GROCERY OUTLET HLDG CORP Consumer Defensive 140,988.0 $994K 0.04% NEW $7.05 +59.9%
159 HSY HERSHEY CO Consumer Defensive 4,622.0 $961K 0.03% NEW $207.89 -18.3%
160 LH LABCORP HOLDINGS INC Healthcare 3,450.0 $920K 0.03% NEW $266.81 +20.2%
Page 8 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 21.2%
Real Estate 18.2%
Industrials 13.1%
Energy 12.9%
Consumer Cyclical 12.0%
Technology 7.8%
Healthcare 3.8%
Communication Services 3.7%
Basic Materials 3.5%
Consumer Defensive 2.6%