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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 3 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MOD MODINE MFG CO Consumer Cyclical 28,051.0 $6.1M 0.21% -1K -3.7% $216.71 +15.4%
42 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 103,902.0 $5.8M 0.20% -27K -20.5% $55.65 +4.5%
43 NSA NATIONAL STORAGE AFFILIATES Real Estate 150,000.0 $5.7M 0.20% -313K -67.6% $37.74 +13.4%
44 DRH DIAMONDROCK HOSPITALITY CO Real Estate 505,000.0 $4.7M 0.17% -104K -17.0% $9.37 +15.0%
45 AA ALCOA CORP Basic Materials 70,549.0 $4.7M 0.16% -19K -21.6% $66.33 -0.1%
46 ECL ECOLAB INC Basic Materials 17,239.0 $4.6M 0.16% -9K -34.2% $266.02 -6.0%
47 CB CHUBB LTD SWITZ Financial Services 14,044.0 $4.6M 0.16% -28K -67.0% $325.93 +1.3%
48 LBRT LIBERTY ENERGY INC Energy 158,930.0 $4.6M 0.16% -81K -33.8% $28.80 +14.2%
49 SHW SHERWIN WILLIAMS CO Basic Materials 13,415.0 $4.3M 0.15% -12K -47.4% $320.55 -4.0%
50 AMAT APPLIED MATLS INC Technology 11,893.0 $4.1M 0.14% -1K -10.3% $341.79 +25.0%
51 CX CEMEX SA EURO MTN BE 144A Basic Materials 353,857.0 $4.0M 0.14% -12K -3.2% $11.44 +10.1%
52 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 10,122.0 $4.0M 0.14% -2K -15.2% $391.77 +91.7%
53 VIST VISTA ENERGY S.A.B. DE C.V. Energy 50,000.0 $3.8M 0.13% -350K -87.5% $75.47 -0.2%
54 COF CAPITAL ONE FINL CORP Financial Services 20,060.0 $3.7M 0.13% -5K -20.7% $182.43 +2.3%
55 PUMP PROPETRO HLDG CORP Energy 250,000.0 $3.6M 0.12% -125K -33.3% $14.41 +18.2%
56 GM GENERAL MTRS CO Consumer Cyclical 47,835.0 $3.6M 0.12% -120K -71.5% $74.50 +3.6%
57 MDT MEDTRONIC PLC Healthcare 40,000.0 $3.5M 0.12% -4K -9.1% $86.65 -9.8%
58 LSTR LANDSTAR SYS INC Industrials 21,355.0 $3.4M 0.12% -2K -7.9% $160.31 +19.2%
59 SMA SMARTSTOP SELF STORAG REIT I Real Estate 109,500.0 $3.3M 0.12% -90K -45.2% $30.28 +1.8%
60 NAVI NAVIENT CORPORATION Financial Services 403,250.0 $3.3M 0.12% -144K -26.4% $8.18 +2.1%
Page 3 of 11  ·  205 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%