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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 16 of 35  ·  687 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 TCBX THIRD COAST BANCSHARES INC Financial Services 60,330.0 $2.3M 0.08% +16K +35.6% $37.83 +0.7%
302 W WAYFAIR INC Consumer Cyclical 30,263.0 $2.3M 0.08% +10K +46.3% $75.21 -10.8%
303 AEE AMEREN CORP Utilities 20,664.0 $2.3M 0.08% NEW $109.92 +1.2%
304 HON HONEYWELL INTL INC Industrials 10,000.0 $2.3M 0.08% +3K +42.9% $226.03 +0.8%
305 BNTX BIONTECH SE Healthcare 25,000.0 $2.2M 0.08% NEW $88.88 +3.7%
306 WFRD WEATHERFORD INTL PLC Energy 23,202.0 $2.2M 0.08% -9K -28.4% $94.58 +15.0%
307 EBC EASTERN BANKSHARES INC Financial Services 111,367.0 $2.2M 0.08% NEW $19.56 +1.5%
308 VLYPN VALLEY NATL BANCORP Financial Services 176,784.0 $2.2M 0.08% -367K -67.5% $12.28 +110.5%
309 AESI ATLAS ENERGY SOLUTIONS INC Energy 160,000.0 $2.1M 0.07% +35K +28.0% $13.12 +45.4%
310 SANDISK CORP 3,258.0 $2.1M 0.07% NEW $635.34
311 CDE COEUR MNG INC Basic Materials 110,209.0 $2.1M 0.07% +74K +208.4% $18.77 -6.1%
312 SLI STANDARD LITHIUM LTD Basic Materials 605,000.0 $2.1M 0.07% -130K -17.7% $3.41 +9.1%
313 TROX TRONOX HOLDINGS PLC Basic Materials 210,591.0 $2.1M 0.07% -573K -73.1% $9.77 -22.7%
314 CHURCHILL CAP CORP XI 200,000.0 $2.0M 0.07% NEW $10.16
315 STT PUT STATE STR CORP Financial Services 16,000.0 $2.0M 0.07% NEW $126.56 +21.6%
316 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 105,152.0 $2.0M 0.07% NEW $19.15 -6.3%
317 FERROVIAL SE 30,834.0 $2.0M 0.07% NEW $65.05
318 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 105,418.0 $2.0M 0.07% NEW $18.83 +24.7%
319 LEG LEGGETT & PLATT INC Consumer Cyclical 198,049.0 $2.0M 0.07% NEW $9.88 +1.1%
320 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 19,692.0 $1.9M 0.07% NEW $98.42 -12.0%
Page 16 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%