13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001730467
Total reported value
$726.6M
$726.6M
48 檔
12.1%
According to the latest 13F quarterly dataset, Lone Peak Global Investors LLC managed an equity portfolio of $726.6M at the end of Q1 2024, spanning 48 distinct U.S. exchange-listed positions.
During Q1 2024, Lone Peak Global Investors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AXP | American Express Co | Stock-Financials | 5.17% | — | +2.74% | |
| 2 | PBI | Pitney Bowes Inc | Stock-Other | 4.52% | — | -3.92% | |
| 3 | FIS | Fidelity National Info Serv | Stock-Tech | 4.47% | — | +2.71% | |
| 4 | DIS | Walt Disney Co/the | Stock-Comm Services | 4.24% | -0.44% | +2.70% | |
| 5 | EVTC | Evertec Inc | Stock-Other | 3.87% | -0.35% | +3.42% | |
| 6 | NATL | Ncr Atleos CORP | Stock-Tech | 3.80% | -1.65% | EXIT | |
| 7 | SRCLEUR | Stericycle Inc | Stock-Other | 3.66% | — | +12.37% | |
| 8 | EBAY | Ebay Inc | Stock-Consumer Disc | 3.55% | +0.16% | +2.78% | |
| 9 | KVUE | Kenvue Inc | Stock-Consumer Staples | 3.54% | — | +53.27% | |
| 10 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 3.51% | — | +2.88% | |
| 11 | VOD | Vodafone Group Plc-sp Adr | Stock-Comm Services | 3.50% | — | +12.11% | |
| 12 | RTX | Rtx CORP | Stock-Industrials | 3.30% | +0.03% | +2.90% | |
| 13 | CAH | Cardinal Health Inc | Stock-Healthcare | 3.28% | -0.06% | +2.75% | |
| 14 | CTBI | Community Trust Bancorp Inc | Stock-Other | 3.26% | +0.13% | -7.53% | |
| 15 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 3.21% | — | +2.80% | |
| 16 | GIS | General Mills Inc | Stock-Consumer Staples | 3.18% | — | +2.83% | |
| 17 | MMM | 3m Co | Stock-Industrials | 3.18% | — | +28.46% | |
| 18 | PFE | Pfizer Inc | Stock-Healthcare | 3.12% | — | +29.27% | |
| 19 | DXC | Dxc Technology Co | Stock-Tech | 3.09% | — | +3.32% | |
| 20 | GBCI | Glacier Bancorp Inc | Stock-Financials | 3.07% | -1.03% | +2389.91% | |
| 21 | PRDO | Perdoceo Education CORP | Stock-Other | 3.01% | -3.57% | EXIT | |
| 22 | HNI | Hni CORP | Stock-Other | 2.92% | -0.07% | +2.26% | |
| 23 | LBRT | Liberty Energy Inc | Stock-Energy | 2.87% | — | +2.31% | |
| 24 | WBA | Walgreens Boots Alliance Inc | Stock-Other | 2.79% | — | — | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.66% | -0.67% | +2.85% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 2.57% | +1.27% | +2.76% | |
| 27 | SLB | Slb LTD | Stock-Energy | 2.54% | — | +2.66% | |
| 28 | SDA | Sealed Air CORP | Stock-Consumer Disc | 2.04% | — | +4.34% | |
| 29 | GPRE | Green Plains Inc | Stock-Other | 1.95% | — | — | |
| 30 | 22941EUR | Liberty Media Corp-cl A New | Stock-Other | 1.89% | — | -53.22% | |
| 31 | TIGO | Millicom International Cellular S.A. | Stock-Comm Services | 0.22% | — | +8.69% | |
| 32 | WU | Western Union Co | Stock-Financials | 0.20% | — | +3.50% | |
| 33 | 8TG | Thermon Group Holdings Inc | Stock-Other | 0.19% | — | +5.73% | |
| 34 | DLB | Dolby Laboratories Inc-cl A | Stock-Industrials | 0.17% | — | — | |
| 35 | FRPT | Freshpet, Inc. | Stock-Consumer Staples | 0.17% | — | +15.50% | |
| 36 | REYN | Reynolds Consumer Products I | Stock-Other | 0.16% | -0.85% | +12.94% | |
| 37 | CVGI | Commercial Vehicle Group Inc | Stock-Other | 0.14% | — | +12.90% | |
| 38 | WINA | Winmark CORP | Stock-Other | 0.13% | — | +25.02% | |
| 39 | KLXE | Klx Energy Services Holding | Stock-Other | 0.12% | — | +5.64% | |
| 40 | DOUG | Douglas Elliman Inc | Stock-Other | 0.12% | — | +55.03% | |
| 41 | 0VVB | Paramount Global-class B | Stock-Other | 0.11% | — | — | |
| 42 | GJB | Steelcase Inc-cl A | Stock-Other | 0.10% | — | -15.69% | |
| 43 | GMREUSD | Global Medical Reit Inc | Stock-Other | 0.10% | — | — | |
| 44 | HWC | Hancock Whitney CORP | Stock-Financials | 0.09% | — | -23.40% | |
| 45 | SAN | Banco Santander Sa-spon Adr | Stock-Financials | 0.08% | — | -0.41% | |
| 46 | URBN | Urban Outfitters Inc | Stock-Consumer Disc | 0.06% | — | -55.76% | |
| 47 | SHEL | Shell Plc-adr | Stock-Energy | 0.05% | — | — | |
| 48 | TELFY | Telefonica Sa-spon Adr | Stock-Other | 0.05% | — | — |
According to official SEC Form 13F filings, Lone Peak Global Investors LLC reported a total U.S. public equity portfolio value of $726.6M across 48 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AXP, PBI, FIS) accounted for 12.1% of total reported equity market value during Q1 2024.
During Q1 2024, Lone Peak Global Investors LLC's top holdings by market value included AXP (5.2%)、PBI (4.5%)、FIS (4.5%). The largest single position, AXP, represented 5.2% of total portfolio value.
In Q1 2024, Lone Peak Global Investors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.