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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 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VLTO VERALTO CORP Industrials 8,659.0 $766K 0.03% -38K -81.4% $88.42 -2.5%
122 FCEL FUELCELL ENERGY INC Industrials 108,800.0 $710K 0.03% -20K -15.5% $6.53 +304.0%
123 PRA PROASSURANCE CORP Financial Services 28,494.0 $704K 0.03% -73K -72.0% $24.72 -0.5%
124 OEC ORION S.A. Basic Materials 101,648.0 $661K 0.02% -523K -83.7% $6.50 +4.0%
125 MBC MASTERBRAND INC Consumer Cyclical 78,168.0 $650K 0.02% -419K -84.3% $8.31 -8.5%
126 CELH CELSIUS HLDGS INC Consumer Defensive 18,301.0 $649K 0.02% -611K -97.1% $35.48 -16.3%
127 DCH DAUCH CORP Industrials 107,919.0 $640K 0.02% -88K -45.0% $5.93 +3.7%
128 SRRK SCHOLAR ROCK HLDG CORP Healthcare 13,000.0 $639K 0.02% -2K -13.3% $49.16 -1.6%
129 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 7,825.0 $630K 0.02% -4K -33.5% $80.56 -13.0%
130 AKAM AKAMAI TECHNOLOGIES INC Technology 5,364.0 $616K 0.02% -2K -24.2% $114.85 +27.3%
131 ISRG INTUITIVE SURGICAL INC Healthcare 1,329.0 $613K 0.02% -2K -61.2% $460.99 -4.6%
132 PLUG PLUG PWR INC Industrials 270,000.0 $610K 0.02% -695K -72.0% $2.26 +46.5%
133 TPG TPG INC Financial Services 14,917.0 $604K 0.02% -30K -66.7% $40.51 +0.4%
134 NMIH NMI HLDGS INC Financial Services 15,755.0 $591K 0.02% -139K -89.8% $37.51 +0.7%
135 GLW CORNING INC Technology 4,344.0 $591K 0.02% -4K -47.5% $135.97 +41.1%
136 RDDT REDDIT INC Communication Services 4,297.0 $579K 0.02% -1K -21.4% $134.65 +9.0%
137 UFCS UNITED FIRE GROUP INC Financial Services 14,728.0 $546K 0.02% -29K -66.5% $37.06 +29.6%
138 BALL BALL CORP Consumer Cyclical 9,070.0 $536K 0.02% -126K -93.3% $59.11 -4.7%
139 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,530.0 $517K 0.02% -26K -94.5% $337.95 +18.8%
140 JBL JABIL INC Technology 1,919.0 $510K 0.02% -222.0 -10.4% $265.63 +34.2%
Page 7 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%