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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 7 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 W WAYFAIR INC Consumer Cyclical 30,263.0 $2.3M 0.08% +10K +46.3% $75.21 -10.8%
122 HON HONEYWELL INTL INC Industrials 10,000.0 $2.3M 0.08% +3K +42.9% $226.03 +0.8%
123 AESI ATLAS ENERGY SOLUTIONS INC Energy 160,000.0 $2.1M 0.07% +35K +28.0% $13.12 +45.4%
124 CDE COEUR MNG INC Basic Materials 110,209.0 $2.1M 0.07% +74K +208.4% $18.77 -6.1%
125 YETI YETI HLDGS INC Consumer Cyclical 50,422.0 $1.8M 0.06% +11K +27.6% $36.59 +23.6%
126 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 28,970.0 $1.8M 0.06% +25K +624.2% $62.70 +19.5%
127 PNW PINNACLE WEST CAP CORP Utilities 17,277.0 $1.7M 0.06% +11K +172.2% $100.75 +2.2%
128 RVLV REVOLVE GROUP INC Consumer Cyclical 76,083.0 $1.7M 0.06% +12K +19.1% $22.61 -14.9%
129 WCC WESCO INTL INC Industrials 6,211.0 $1.7M 0.06% +3K +67.4% $273.64 +32.9%
130 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 18,427.0 $1.7M 0.06% +9K +86.2% $91.37 -15.4%
131 EVEREST GROUP LTD 5,144.0 $1.7M 0.06% +5K +757.3% $326.85
132 SLG SL GREEN RLTY CORP Real Estate 44,255.0 $1.6M 0.06% +19K +75.7% $36.94 +17.1%
133 LOB LIVE OAK BANCSHARES INC Financial Services 48,836.0 $1.6M 0.06% +4K +8.1% $33.07 +12.7%
134 AXTA AXALTA COATING SYS LTD Basic Materials 54,701.0 $1.5M 0.05% +20K +56.3% $27.70 +5.5%
135 INN SUMMIT HOTEL PPTYS Real Estate 325,000.0 $1.4M 0.05% +150K +85.7% $4.42 +26.5%
136 DUOL DUOLINGO INC Technology 14,443.0 $1.4M 0.05% +3K +22.4% $98.57 +8.2%
137 NET CLOUDFLARE INC Technology 6,670.0 $1.4M 0.05% +1K +23.8% $206.34 +4.8%
138 SIRI SIRIUSXM HOLDINGS INC Communication Services 58,883.0 $1.4M 0.05% +43K +275.1% $23.08 +25.2%
139 MOS MOSAIC CO Basic Materials 52,921.0 $1.3M 0.05% +18K +49.8% $25.50 -11.7%
140 CLDT CHATHAM LODGING TR Real Estate 155,000.0 $1.2M 0.04% +35K +29.2% $7.87 +36.0%
Page 7 of 9  ·  171 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%