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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 9 of 35  ·  687 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MOD MODINE MFG CO Consumer Cyclical 28,051.0 $6.1M 0.21% -1K -3.7% $216.71 +15.4%
162 AVGO BROADCOM INC Technology 19,625.0 $6.1M 0.21% NEW $309.51 +33.9%
163 BIIB BIOGEN INC Healthcare 32,632.0 $6.0M 0.21% +27K +463.8% $183.33 +3.3%
164 USB US BANCORP Financial Services 114,156.0 $5.9M 0.21% +7K +6.2% $52.01 +4.8%
165 UTHR CALL UNITED THERAPEUTICS CORP DEL Healthcare 10,000.0 $5.9M 0.21% NEW $592.98 -4.9%
166 SNOW SNOWFLAKE INC Technology 39,176.0 $5.9M 0.21% +18K +89.0% $150.82 +10.7%
167 DASH DOORDASH INC Communication Services 39,247.0 $5.9M 0.20% +26K +206.5% $150.15 +6.1%
168 BLDR BUILDERS FIRSTSOURCE INC Industrials 70,766.0 $5.8M 0.20% NEW $82.33 -10.3%
169 MPC MARATHON PETE CORP Energy 23,721.0 $5.8M 0.20% NEW $244.18 +1.7%
170 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 103,902.0 $5.8M 0.20% -27K -20.5% $55.65 +4.5%
171 HOLOGIC INC 76,110.0 $5.8M 0.20% +18K +30.5% $75.59
172 BX BLACKSTONE INC Financial Services 49,868.0 $5.7M 0.20% NEW $114.99 +3.1%
173 NSA NATIONAL STORAGE AFFILIATES Real Estate 150,000.0 $5.7M 0.20% -313K -67.6% $37.74 +13.4%
174 AXS AXIS CAP HLDGS LTD Financial Services 55,197.0 $5.6M 0.20% +52K +1750.4% $101.41 -0.7%
175 HTHT H WORLD GROUP LTD Consumer Cyclical 108,766.0 $5.5M 0.19% +25K +30.5% $50.29 -7.8%
176 FERG FERGUSON ENTERPRISES INC Industrials 23,164.0 $5.4M 0.19% NEW $233.26 -4.1%
177 DAL DELTA AIR LINES INC Industrials 81,225.0 $5.4M 0.19% +54K +194.9% $66.48 +13.8%
178 SYF SYNCHRONY FINANCIAL Financial Services 79,086.0 $5.4M 0.19% +14K +22.1% $68.02 +5.9%
179 RYN RAYONIER INC Real Estate 258,808.0 $5.3M 0.19% +128K +97.9% $20.62 -1.9%
180 BKD BROOKDALE SR LIVING INC Healthcare 384,101.0 $5.3M 0.18% +292K +316.0% $13.68 -2.2%
Page 9 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%