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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 2 of 35  ·  687 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 STZ CONSTELLATION BRANDS INC Consumer Defensive 126,163.0 $18.9M 0.66% +20K +19.1% $150.00 +0.8%
22 EOG EOG RES INC Energy 128,767.0 $18.6M 0.65% +31K +31.7% $144.57 -3.2%
23 AMH AMERICAN HOMES 4 RENT Real Estate 663,230.0 $18.5M 0.64% NEW $27.92 +15.0%
24 CHRD CHORD ENERGY CORPORATION Energy 128,116.0 $18.2M 0.63% NEW $142.18 +0.5%
25 ADC AGREE RLTY CORP Real Estate 240,062.0 $18.1M 0.63% -60K -20.1% $75.38 +0.4%
26 EQIX EQUINIX INC Real Estate 18,229.0 $17.9M 0.62% -10K -34.3% $980.24 +10.0%
27 JPM JPMORGAN CHASE & CO Financial Services 59,402.0 $17.5M 0.61% +14K +31.9% $294.16 +3.0%
28 PNC PNC FINL SVCS GROUP INC Financial Services 83,374.0 $17.3M 0.60% +7K +8.7% $208.09 +4.2%
29 GOOG ALPHABET INC Communication Services 60,213.0 $17.3M 0.60% +53K +779.4% $286.86 +33.7%
30 MSFT MICROSOFT CORP Technology 45,772.0 $16.9M 0.59% -16K -25.6% $370.17 +13.2%
31 CVCO CAVCO INDS INC DEL Consumer Cyclical 33,744.0 $16.3M 0.57% +30K +893.0% $484.29 +1.5%
32 RRC RANGE RES CORP Energy 356,720.0 $16.1M 0.56% +27K +8.1% $45.18 -6.9%
33 CRH PLC 150,638.0 $15.8M 0.55% +74K +96.6% $105.12
34 IRT INDEPENDENCE RLTY TR INC Real Estate 1,055,551.0 $15.7M 0.55% NEW $14.89 +12.8%
35 DIS DISNEY WALT CO Communication Services 158,683.0 $15.3M 0.53% NEW $96.38 +7.5%
36 GL GLOBE LIFE INC Financial Services 107,220.0 $14.9M 0.52% +36K +49.6% $139.17 +12.5%
37 WBD WARNER BROS DISCOVERY INC Communication Services 539,800.0 $14.8M 0.52% +419K +348.3% $27.46 -0.1%
38 AIG AMERICAN INTL GROUP INC Financial Services 190,887.0 $14.4M 0.50% NEW $75.25 +4.5%
39 RL RALPH LAUREN CORP Consumer Cyclical 41,563.0 $14.3M 0.50% +20K +88.5% $343.99 -4.3%
40 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 46,815.0 $14.2M 0.49% +17K +57.2% $304.08 +6.1%
Page 2 of 35  ·  687 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%