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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 19 of 35  ·  687 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 HEI HEICO CORP NEW Industrials 5,274.0 $1.4M 0.05% NEW $274.20 +9.8%
362 GEN GEN DIGITAL INC Technology 76,517.0 $1.4M 0.05% NEW $18.83 +31.8%
363 KHC KRAFT HEINZ CO Consumer Defensive 63,889.0 $1.4M 0.05% NEW $22.49 +5.8%
364 INN SUMMIT HOTEL PPTYS Real Estate 325,000.0 $1.4M 0.05% +150K +85.7% $4.42 +26.5%
365 NHI NATIONAL HEALTH INVS INC Real Estate 17,745.0 $1.4M 0.05% -67K -79.0% $80.86 -5.5%
366 DUOL DUOLINGO INC Technology 14,443.0 $1.4M 0.05% +3K +22.4% $98.57 +8.2%
367 TXNM ENERGY INC 24,187.0 $1.4M 0.05% -71K -74.5% $58.46
368 RIG TRANSOCEAN LTD Energy 213,015.0 $1.4M 0.05% NEW $6.63 +2.7%
369 CTRA COTERRA ENERGY INC Energy 40,001.0 $1.4M 0.05% NEW $35.14 -7.3%
370 CMP COMPASS MINERALS INTL INC Basic Materials 60,000.0 $1.4M 0.05% -40K -40.0% $23.35 +31.0%
371 ASCENDIS PHARMA A/S 6,021.0 $1.4M 0.05% -7K -52.7% $228.73
372 NET CLOUDFLARE INC Technology 6,670.0 $1.4M 0.05% +1K +23.8% $206.34 +4.8%
373 CENX CENTURY ALUM CO Basic Materials 23,416.0 $1.4M 0.05% -12K -33.1% $58.69 +10.8%
374 DAN DANA INC Consumer Cyclical 40,628.0 $1.4M 0.05% -14K -25.9% $33.65 +1.5%
375 SIRI SIRIUSXM HOLDINGS INC Communication Services 58,883.0 $1.4M 0.05% +43K +275.1% $23.08 +25.2%
376 MOS MOSAIC CO Basic Materials 52,921.0 $1.3M 0.05% +18K +49.8% $25.50 -11.7%
377 PIPR PIPER SANDLER COMPANIES Financial Services 17,026.0 $1.3M 0.04% NEW $76.55 +5.4%
378 RKT ROCKET COS INC Financial Services 91,341.0 $1.3M 0.04% NEW $14.25 -3.2%
379 SOMNIGROUP INTERNATIONAL INC 17,563.0 $1.3M 0.04% NEW $73.92
380 CRGY CRESCENT ENERGY COMPANY Energy 96,126.0 $1.3M 0.04% NEW $13.50 -2.2%
Page 19 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%