BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Lighthouse Investment Partners, LLC

· CIK 0001600344
13F Portfolio $3.3B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 862 New
Page 22 of 44  ·  862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 HON HONEYWELL INTL INC Industrials 7,000.0 $1.4M 0.04% NEW $195.09 +19.0%
422 PBF CALL PBF ENERGY INC Energy 50,000.0 $1.4M 0.04% NEW $27.12 +48.4%
423 JCI JOHNSON CTLS INTL PLC Industrials 11,229.0 $1.3M 0.04% NEW $119.75 +16.9%
424 ORLA ORLA MNG LTD NEW Basic Materials 99,866.0 $1.3M 0.04% NEW $13.45 -6.8%
425 CXT CRANE NXT CO Industrials 27,930.0 $1.3M 0.04% NEW $47.07 -12.0%
426 ACRE ARES COML REAL ESTATE CORP Real Estate 274,153.0 $1.3M 0.04% NEW $4.78 +2.4%
427 KO COCA COLA CO Consumer Defensive 18,722.0 $1.3M 0.04% NEW $69.91 +15.3%
428 BAC BANK AMERICA CORP Financial Services 23,781.0 $1.3M 0.04% NEW $55.00 -5.2%
429 DAN DANA INC Consumer Cyclical 54,824.0 $1.3M 0.04% NEW $23.76 +46.7%
430 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 16,251.0 $1.3M 0.04% NEW $79.82 +11.6%
431 FLO FLOWERS FOODS INC Consumer Defensive 118,058.0 $1.3M 0.04% NEW $10.88 -27.0%
432 BURL BURLINGTON STORES INC Consumer Cyclical 4,421.0 $1.3M 0.04% NEW $288.85 +12.8%
433 NIO NIO INC Consumer Cyclical 248,461.0 $1.3M 0.04% NEW $5.10 +2.8%
434 HBM HUDBAY MINERALS INC Basic Materials 63,654.0 $1.3M 0.04% NEW $19.86 +32.5%
435 DCH AMERICAN AXLE & MFG HLDGS IN Industrials 196,091.0 $1.3M 0.04% NEW $6.41 +0.2%
436 RDDT REDDIT INC Communication Services 5,464.0 $1.3M 0.04% NEW $229.87 -37.2%
437 CAVA CAVA GROUP INC Consumer Cyclical 21,310.0 $1.3M 0.04% NEW $58.69 +35.8%
438 AVNT AVIENT CORPORATION Basic Materials 40,000.0 $1.2M 0.04% NEW $31.24 +11.4%
439 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 9,895.0 $1.2M 0.04% NEW $125.87 -39.5%
440 ABVX ABIVAX SA Healthcare 9,200.0 $1.2M 0.04% NEW $134.85 -7.1%
Page 22 of 44  ·  862 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 21.5%
Real Estate 17.3%
Consumer Cyclical 13.6%
Energy 11.5%
Industrials 10.4%
Technology 7.1%
Basic Materials 5.7%
Consumer Defensive 5.3%
Communication Services 3.9%
Healthcare 3.2%