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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 13 of 35  ·  687 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 108,743.0 $3.7M 0.13% +81K +289.2% $33.74 -2.7%
242 COF CAPITAL ONE FINL CORP Financial Services 20,060.0 $3.7M 0.13% -5K -20.7% $182.43 +3.0%
243 PUMP PROPETRO HLDG CORP Energy 250,000.0 $3.6M 0.12% -125K -33.3% $14.41 +16.7%
244 SPXC SPX TECHNOLOGIES INC Industrials 17,966.0 $3.6M 0.12% NEW $199.94 +8.0%
245 PGR PROGRESSIVE CORP Financial Services 18,025.0 $3.6M 0.12% +16K +843.2% $198.24 -0.3%
246 GM GENERAL MTRS CO Consumer Cyclical 47,835.0 $3.6M 0.12% -120K -71.5% $74.50 +7.1%
247 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 622,934.0 $3.5M 0.12% NEW $5.60 +1.0%
248 YUMC YUM CHINA HLDGS INC Consumer Cyclical 71,151.0 $3.5M 0.12% NEW $48.78 -9.8%
249 MDT MEDTRONIC PLC Healthcare 40,000.0 $3.5M 0.12% -4K -9.1% $86.65 -10.0%
250 LSTR LANDSTAR SYS INC Industrials 21,355.0 $3.4M 0.12% -2K -7.9% $160.31 +24.8%
251 TMO THERMO FISHER SCIENTIFIC INC Healthcare 6,892.0 $3.4M 0.12% +4K +129.7% $491.53 -8.7%
252 LULU LULULEMON ATHLETICA INC Consumer Cyclical 22,124.0 $3.4M 0.12% +8K +56.2% $153.10 -17.1%
253 ASML ASML HLDG NV Technology 2,558.0 $3.4M 0.12% NEW $1320.83 +23.6%
254 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 135,000.0 $3.4M 0.12% NEW $25.00 +18.6%
255 LPLA LPL FINL HLDGS INC Financial Services 11,129.0 $3.3M 0.12% NEW $300.83 -6.6%
256 UFPI UFP INDUSTRIES INC Basic Materials 36,282.0 $3.3M 0.12% +14K +62.9% $92.12 -11.0%
257 TERN TERNS PHARMACEUTICALS INC Healthcare 63,000.0 $3.3M 0.12% +33K +110.0% $52.72 +0.4%
258 SMA SMARTSTOP SELF STORAG REIT I Real Estate 109,500.0 $3.3M 0.12% -90K -45.2% $30.28 +2.8%
259 NAVI NAVIENT CORPORATION Financial Services 403,250.0 $3.3M 0.12% -144K -26.4% $8.18 +4.6%
260 LUV SOUTHWEST AIRLS CO Industrials 87,082.0 $3.3M 0.11% NEW $37.57 +11.9%
Page 13 of 35  ·  687 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%