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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 27 of 35  ·  687 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 CHKP CHECK POINT SOFTWARE TECH LT Technology 3,479.0 $497K 0.02% NEW $142.85 -7.8%
522 ASIX ADVANSIX INC Basic Materials 20,000.0 $488K 0.02% NEW $24.40 -10.5%
523 CCI CROWN CASTLE INC Real Estate 6,000.0 $488K 0.02% NEW $81.31 +13.2%
524 CRS CARPENTER TECHNOLOGY CORP Industrials 1,226.0 $483K 0.02% NEW $394.15 +11.2%
525 CAG CONAGRA BRANDS INC Consumer Defensive 30,676.0 $482K 0.02% NEW $15.72 -14.9%
526 TJX TJX COS INC NEW Consumer Cyclical 3,018.0 $482K 0.02% +1K +71.5% $159.70 -0.3%
527 WDC WESTERN DIGITAL CORP Technology 1,777.0 $481K 0.02% -4K -70.1% $270.49 +69.9%
528 PTON PELOTON INTERACTIVE INC Consumer Cyclical 111,318.0 $478K 0.02% NEW $4.29 +20.5%
529 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 5,162.0 $477K 0.02% NEW $92.32 +0.0%
530 GOOGL ALPHABET INC Communication Services 1,619.0 $466K 0.02% NEW $287.56 +34.8%
531 MSCI MSCI INC Financial Services 859.0 $463K 0.02% NEW $539.01 +8.0%
532 CRESCENT BIOPHARMA INC. 25,000.0 $459K 0.02% NEW $18.37
533 PAY PAYMENTUS HOLDINGS INC Technology 18,007.0 $457K 0.02% +597.0 +3.4% $25.40 -7.6%
534 CSX CSX CORP Industrials 11,063.0 $454K 0.02% -737K -98.5% $41.05 +11.8%
535 URG UR-ENERGY INC Energy 300,000.0 $447K 0.02% +62K +26.3% $1.49 -1.3%
536 KMI KINDER MORGAN INC DEL Energy 13,241.0 $444K 0.01% NEW $33.53 -0.1%
537 LZ LEGALZOOM COM INC Industrials 78,280.0 $444K 0.01% NEW $5.67 +13.8%
538 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 4,918.0 $443K 0.01% NEW $90.11 +14.1%
539 CNK CINEMARK HLDGS INC Communication Services 15,463.0 $441K 0.01% NEW $28.52 -6.7%
540 CC CHEMOURS CO Basic Materials 20,000.0 $441K 0.01% -64K -76.2% $22.03 -2.7%
Page 27 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%