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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 9 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WMB WILLIAMS COS INC Energy 7,806.0 $568K 0.02% +3K +55.2% $72.78 +7.0%
162 G GENPACT LIMITED Technology 14,487.0 $540K 0.02% +126.0 +0.9% $37.25 -14.1%
163 OWL BLUE OWL CAPITAL INC Financial Services 58,862.0 $537K 0.02% +38K +178.8% $9.13 +11.7%
164 NXE NEXGEN ENERGY LTD Energy 44,578.0 $516K 0.02% +876.0 +2.0% $11.58 -9.1%
165 TJX TJX COS INC NEW Consumer Cyclical 3,018.0 $482K 0.02% +1K +71.5% $159.70 -0.3%
166 PAY PAYMENTUS HOLDINGS INC Technology 18,007.0 $457K 0.02% +597.0 +3.4% $25.40 -7.6%
167 URG UR-ENERGY INC Energy 300,000.0 $447K 0.02% +62K +26.3% $1.49 -1.3%
168 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 11,123.0 $415K 0.01% +7K +187.4% $37.29 +15.3%
169 CACC CREDIT ACCEP CORP MICH Financial Services 865.0 $366K 0.01% +147.0 +20.5% $423.46 +29.2%
170 CASY CASEYS GEN STORES INC Consumer Cyclical 476.0 $346K 0.01% +106.0 +28.6% $727.86 +13.3%
171 HEICO CORP NEW 1,009.0 $213K 0.01% +178.0 +21.4% $211.09
Page 9 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%