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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 35  ·  687 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CEPF CANTOR EQUITY PARTNERS IV IN Financial Services 1,000,000.0 $10.2M 0.35% $10.19 +1.1%
82 BSY BENTLEY SYS INC Technology 289,645.0 $10.2M 0.35% +133K +85.3% $35.12 -5.1%
83 VICI VICI PPTYS INC Real Estate 369,491.0 $10.1M 0.35% +26K +7.6% $27.32 +4.0%
84 BCC BOISE CASCADE CO DEL Basic Materials 132,942.0 $10.1M 0.35% NEW $75.85 -11.5%
85 META CALL META PLATFORMS INC Communication Services 17,500.0 $10.0M 0.35% NEW $572.13 +6.2%
86 IEAG INFINITE EAGLE ACQUISITION C Financial Services 1,000,000.0 $10.0M 0.35% NEW $10.00 +0.5%
87 WBS WEBSTER FINL CORP Financial Services 142,054.0 $9.9M 0.34% NEW $69.42 +5.3%
88 FAST FASTENAL CO Industrials 210,385.0 $9.8M 0.34% NEW $46.40 -6.2%
89 CUBE CUBESMART Real Estate 266,288.0 $9.8M 0.34% +51K +23.9% $36.65 +9.4%
90 JKHY HENRY JACK & ASSOC INC Technology 60,646.0 $9.6M 0.33% +43K +234.9% $158.04 -11.7%
91 GXO GXO LOGISTICS INCORPORATED Industrials 184,063.0 $9.5M 0.33% +77K +72.7% $51.85 -9.9%
92 META META PLATFORMS INC Communication Services 16,670.0 $9.5M 0.33% -23K -58.1% $572.13 +6.2%
93 QQQ INVESCO QQQ TR Financial Services 16,395.0 $9.5M 0.33% NEW $577.18 +23.8%
94 ROK ROCKWELL AUTOMATION INC Industrials 26,323.0 $9.4M 0.33% +13K +94.4% $358.88 +21.6%
95 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 308,492.0 $9.4M 0.33% -162K -34.4% $30.36 +3.4%
96 MATX MATSON INC Industrials 56,115.0 $9.2M 0.32% -27K -32.8% $163.94 +11.5%
97 SUI SUN CMNTYS INC Real Estate 72,653.0 $9.2M 0.32% +16K +27.9% $125.96 -2.4%
98 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 158,206.0 $9.1M 0.32% -107K -40.3% $57.58 +22.0%
99 EQNR EQUINOR ASA Energy 212,500.0 $9.0M 0.31% NEW $42.20 -8.4%
100 JCI JOHNSON CONTROLS INTERNATION Industrials 68,452.0 $9.0M 0.31% +57K +509.6% $130.95 +3.5%
Page 5 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%