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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 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IAG IAMGOLD CORP Basic Materials 83,661.0 $1.6M 0.06% NEW $18.82 -10.8%
122 TER TERADYNE INC Technology 5,056.0 $1.5M 0.05% NEW $296.46 +16.2%
123 DBX DROPBOX INC Technology 65,785.0 $1.5M 0.05% NEW $22.72 +19.9%
124 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 27,253.0 $1.5M 0.05% NEW $54.75 +10.6%
125 PYPL PAYPAL HLDGS INC Financial Services 32,367.0 $1.5M 0.05% NEW $45.23 -1.9%
126 VEEV VEEVA SYS INC Healthcare 8,328.0 $1.5M 0.05% NEW $175.66 -6.1%
127 HEI HEICO CORP NEW Industrials 5,274.0 $1.4M 0.05% NEW $274.20 +9.8%
128 GEN GEN DIGITAL INC Technology 76,517.0 $1.4M 0.05% NEW $18.83 +32.0%
129 KHC KRAFT HEINZ CO Consumer Defensive 63,889.0 $1.4M 0.05% NEW $22.49 +4.7%
130 RIG TRANSOCEAN LTD Energy 213,015.0 $1.4M 0.05% NEW $6.63 +10.7%
131 CTRA COTERRA ENERGY INC Energy 40,001.0 $1.4M 0.05% NEW $35.14 -7.3%
132 PIPR PIPER SANDLER COMPANIES Financial Services 17,026.0 $1.3M 0.04% NEW $76.55 +4.6%
133 RKT ROCKET COS INC Financial Services 91,341.0 $1.3M 0.04% NEW $14.25 -4.4%
134 SOMNIGROUP INTERNATIONAL INC 17,563.0 $1.3M 0.04% NEW $73.92
135 CRGY CRESCENT ENERGY COMPANY Energy 96,126.0 $1.3M 0.04% NEW $13.50 -3.0%
136 EWBC EAST WEST BANCORP INC Financial Services 12,099.0 $1.3M 0.04% NEW $106.76 +15.2%
137 OGE OGE ENERGY CORP Utilities 26,590.0 $1.3M 0.04% NEW $47.96 +0.3%
138 ED CONSOLIDATED EDISON INC Utilities 11,148.0 $1.3M 0.04% NEW $113.18 -5.1%
139 KTB KONTOOR BRANDS INC Consumer Cyclical 17,758.0 $1.2M 0.04% NEW $70.29 -1.3%
140 ENTERGY CORP NEW 11,102.0 $1.2M 0.04% NEW $112.36
Page 7 of 15  ·  291 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%