BullishAgent BullishAgent Market Filings Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 24  ·  466 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 GIGCAPITAL7 CORP 200,000 $2.1M 0.06% SOLD
122 VTRS VIATRIS INC Healthcare 168,484 $2.1M 0.06% SOLD
123 JHG JANUS HENDERSON GROUP PLC Financial Services 43,932 $2.1M 0.06% SOLD
124 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 30,000 $2.1M 0.06% SOLD
125 AGO ASSURED GUARANTY LTD Financial Services 22,781 $2.0M 0.06% SOLD
126 CHURCHILL CAP CORP XI 200,000 $2.0M 0.06% SOLD
127 CONFLUENT INC 67,282 $2.0M 0.06% SOLD
128 WD WALKER & DUNLOP INC Financial Services 33,162 $2.0M 0.06% SOLD
129 AN AUTONATION INC Consumer Cyclical 9,613 $2.0M 0.06% SOLD
130 STEL STELLAR BANCORP INC Financial Services 64,117 $2.0M 0.06% SOLD
131 MTN VAIL RESORTS INC Consumer Cyclical 14,800 $2.0M 0.06% SOLD
132 PRAA PRA GROUP INC Financial Services 108,725 $1.9M 0.06% SOLD
133 BAX CALL BAXTER INTL INC Healthcare 100,000 $1.9M 0.06% SOLD
134 WAT WATERS CORP Healthcare 5,000 $1.9M 0.06% SOLD
135 EAT BRINKER INTL INC Consumer Cyclical 13,220 $1.9M 0.06% SOLD
136 IP INTERNATIONAL PAPER CO Consumer Cyclical 47,712 $1.9M 0.06% SOLD
137 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 6,698 $1.9M 0.06% SOLD
138 FIGS FIGS INC Consumer Cyclical 163,382 $1.9M 0.06% SOLD
139 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 30,136 $1.8M 0.06% SOLD
140 HMN HORACE MANN EDUCATORS CORP N Financial Services 39,258 $1.8M 0.05% SOLD
Page 7 of 24  ·  466 positions
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%