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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 5 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SLI STANDARD LITHIUM LTD Basic Materials 605,000.0 $2.1M 0.07% -130K -17.7% $3.41 +5.9%
82 TROX TRONOX HOLDINGS PLC Basic Materials 210,591.0 $2.1M 0.07% -573K -73.1% $9.77 -18.4%
83 CSR CENTERSPACE Real Estate 32,500.0 $1.9M 0.07% -45K -58.1% $57.45 +17.3%
84 AFG AMERICAN FINANCIAL GROUP INC Financial Services 14,494.0 $1.9M 0.06% -123K -89.4% $127.71 +7.5%
85 ITT ITT INC Industrials 9,415.0 $1.8M 0.06% -22K -69.8% $190.53 +1.1%
86 FIVE FIVE BELOW INC Consumer Cyclical 7,701.0 $1.8M 0.06% -16K -67.2% $228.48 -3.8%
87 TPR TAPESTRY INC Consumer Cyclical 12,252.0 $1.7M 0.06% -24K -66.4% $141.11 -3.8%
88 SCHW SCHWAB CHARLES CORP Financial Services 18,229.0 $1.7M 0.06% -63K -77.5% $93.97 -4.1%
89 BROS DUTCH BROS INC Consumer Cyclical 32,475.0 $1.6M 0.06% -53K -62.0% $50.66 +5.5%
90 CCJ CAMECO CORP Energy 15,000.0 $1.6M 0.06% -35K -70.0% $108.61 -3.0%
91 CAVA CAVA GROUP INC Consumer Cyclical 19,148.0 $1.5M 0.05% -2K -10.2% $80.90 +0.5%
92 TECHNIPFMC PLC 21,210.0 $1.5M 0.05% -40K -65.1% $69.13
93 CRI CARTERS INC Consumer Cyclical 40,896.0 $1.5M 0.05% -2K -4.6% $35.76 +5.0%
94 NHI NATIONAL HEALTH INVS INC Real Estate 17,745.0 $1.4M 0.05% -67K -79.0% $80.86 -5.3%
95 TXNM ENERGY INC 24,187.0 $1.4M 0.05% -71K -74.5% $58.46
96 CMP COMPASS MINERALS INTL INC Basic Materials 60,000.0 $1.4M 0.05% -40K -40.0% $23.35 +27.8%
97 ASCENDIS PHARMA A/S 6,021.0 $1.4M 0.05% -7K -52.7% $228.73
98 CENX CENTURY ALUM CO Basic Materials 23,416.0 $1.4M 0.05% -12K -33.1% $58.69 +3.0%
99 DAN DANA INC Consumer Cyclical 40,628.0 $1.4M 0.05% -14K -25.9% $33.65 +0.6%
100 HRB BLOCK H & R INC Consumer Cyclical 39,934.0 $1.3M 0.04% -3K -6.0% $31.74 +19.4%
Page 5 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%