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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 32 of 35  ·  687 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 SPOT PUT SPOTIFY TECHNOLOGY S A Communication Services 500.0 $242K 0.01% NEW $484.91 -10.6%
622 PFE PFIZER INC Healthcare 8,550.0 $240K 0.01% NEW $28.08 -7.6%
623 CRSR CORSAIR GAMING INC Technology 43,204.0 $240K 0.01% NEW $5.55 +24.9%
624 C CITIGROUP INC Financial Services 2,100.0 $238K 0.01% -61K -96.7% $113.41 +10.4%
625 AMRC AMERESCO INC Industrials 9,265.0 $236K 0.01% NEW $25.50 +18.5%
626 VISN VISTANCE NETWORKS INC Technology 12,970.0 $236K 0.01% -790.0 -5.7% $18.20 -36.1%
627 LOAR LOAR HOLDINGS INC Industrials 4,101.0 $235K 0.01% $57.29 +9.2%
628 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 700.0 $231K 0.01% NEW $330.63 -3.2%
629 AOS PUT SMITH A O CORP Industrials 3,500.0 $231K 0.01% NEW $65.94 -13.3%
630 TARS TARSUS PHARMACEUTICALS INC Healthcare 3,287.0 $231K 0.01% -3K -47.1% $70.15 -7.6%
631 CCII COHEN CIRCLE ACQUISIT CORP I Financial Services 350,000.0 $228K 0.01% $0.65 +1476.9%
632 SMMT SUMMIT THERAPEUTICS INC Healthcare 11,991.0 $227K 0.01% NEW $18.96 -5.6%
633 KRMN KARMAN HLDGS INC Industrials 2,830.0 $227K 0.01% NEW $80.05 -18.4%
634 NIOCORP DEVS LTD 50,000.0 $223K 0.01% NEW $4.46
635 ROIV ROIVANT SCIENCES LTD Healthcare 7,997.0 $222K 0.01% NEW $27.70 +17.0%
636 HAMILTON INSURANCE GROUP LTD 7,416.0 $221K 0.01% -85K -91.9% $29.83
637 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 10,559.0 $221K 0.01% NEW $20.95 +11.6%
638 AWI ARMSTRONG WORLD INDS INC NEW Industrials 1,336.0 $220K 0.01% NEW $164.80 -4.6%
639 LNG CHENIERE ENERGY INC Energy 773.0 $219K 0.01% NEW $283.76 -15.3%
640 CECO CECO ENVIRONMENTAL CORP Industrials 3,670.0 $219K 0.01% NEW $59.58 +35.4%
Page 32 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%