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CIK: 0001730467
Total reported value
$726.6M
$726.6M
45 檔
13.9%
During the Q1 2025 filing period, Lone Peak Global Investors LLC (CIK: 0001730467) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $726.6M across 45 reported positions.
In Q1 2025, Lone Peak Global Investors LLC displayed an active expansion posture, initiating 45 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KVUE | Kenvue Inc | Stock-Consumer Staples | 4.46% | — | +23.17% | |
| 2 | DLB | Dolby Laboratories Inc-cl A | Stock-Industrials | 4.23% | — | -0.39% | |
| 3 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.12% | -0.67% | +27.51% | |
| 4 | SOLV | Solventum CORP | Stock-Healthcare | 4.09% | +1.20% | -0.94% | |
| 5 | NATL | Ncr Atleos CORP | Stock-Tech | 3.88% | -1.65% | EXIT | |
| 6 | MMM | 3m Co | Stock-Industrials | 3.81% | — | -0.49% | |
| 7 | PFE | Pfizer Inc | Stock-Healthcare | 3.73% | — | +26.02% | |
| 8 | CAH | Cardinal Health Inc | Stock-Healthcare | 3.68% | -0.06% | -0.48% | |
| 9 | FIS | Fidelity National Info Serv | Stock-Tech | 3.60% | — | -0.35% | |
| 10 | VOD | Vodafone Group Plc-sp Adr | Stock-Comm Services | 3.56% | — | -0.46% | |
| 11 | GBCI | Glacier Bancorp Inc | Stock-Financials | 3.50% | -1.03% | +27.39% | |
| 12 | PRDO | Perdoceo Education CORP | Stock-Other | 3.36% | -3.57% | EXIT | |
| 13 | EBAY | Ebay Inc | Stock-Consumer Disc | 3.36% | +0.16% | -0.39% | |
| 14 | HSIC | Henry Schein Inc | Stock-Healthcare | 3.22% | -0.03% | +25.47% | |
| 15 | EVTC | Evertec Inc | Stock-Other | 3.20% | -0.35% | -0.06% | |
| 16 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 3.14% | — | -0.49% | |
| 17 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.12% | -0.44% | -0.49% | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 3.02% | +0.03% | -26.49% | |
| 19 | SYY | Sysco CORP | Stock-Consumer Staples | 2.94% | — | — | |
| 20 | TIGO | Millicom International Cellular S.A. | Stock-Comm Services | 2.92% | — | +5307.17% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 2.90% | +1.27% | -0.49% | |
| 22 | CTBI | Community Trust Bancorp Inc | Stock-Other | 2.84% | +0.13% | -0.45% | |
| 23 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 2.81% | +0.41% | -10.28% | |
| 24 | SLB | Slb LTD | Stock-Energy | 2.76% | — | -0.47% | |
| 25 | OPLN | Openlane Inc | Stock-Other | 2.73% | -0.36% | +19.32% | |
| 26 | HNI | Hni CORP | Stock-Other | 2.57% | -0.07% | +0.00% | |
| 27 | LBRT | Liberty Energy Inc | Stock-Energy | 2.50% | — | -0.10% | |
| 28 | GIS | General Mills Inc | Stock-Consumer Staples | 2.49% | — | -0.14% | |
| 29 | DK | Delek US Holdings Inc | Stock-Other | 2.46% | -0.03% | -0.13% | |
| 30 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 2.27% | -0.96% | — | |
| 31 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.40% | -0.49% | — | |
| 32 | GPRE | Green Plains Inc | Stock-Other | 0.46% | — | +1.12% | |
| 33 | SENEA | Seneca Foods CORP - Cl A | Stock-Other | 0.10% | — | -14.17% | |
| 34 | GMREUSD | Global Medical Reit Inc | Stock-Other | 0.10% | — | +40.01% | |
| 35 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 0.08% | — | — | |
| 36 | REYN | Reynolds Consumer Products I | Stock-Other | 0.08% | -0.85% | +11.71% | |
| 37 | CHE | Chemed CORP | Stock-Healthcare | 0.07% | +0.69% | — | |
| 38 | FRPT | Freshpet, Inc. | Stock-Consumer Staples | 0.07% | — | — | |
| 39 | 8TG | Thermon Group Holdings Inc | Stock-Other | 0.07% | — | — | |
| 40 | WINA | Winmark CORP | Stock-Other | 0.06% | — | — | |
| 41 | WEX | Wex Inc | Stock-Tech | 0.06% | +0.12% | — | |
| 42 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 0.05% | +0.01% | — | |
| 43 | HWC | Hancock Whitney CORP | Stock-Financials | 0.05% | — | — | |
| 44 | AMCX | Amc Global Media Inc | Stock-Other | 0.05% | +0.01% | -0.36% | |
| 45 | GJB | Steelcase Inc-cl A | Stock-Other | 0.05% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KVUE | Kenvue Inc | — | NEW | New buy |
| 2 | DLB | Dolby Laboratories Inc-cl A | — | NEW | New buy |
| 3 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 4 | SOLV | Solventum CORP | — | NEW | New buy |
| 5 | NATL | Ncr Atleos CORP | — | NEW | New buy |
| 6 | MMM | 3m Co | — | NEW | New buy |
| 7 | PFE | Pfizer Inc | — | NEW | New buy |
| 8 | CAH | Cardinal Health Inc | — | NEW | New buy |
| 9 | FIS | Fidelity National Info Serv | — | NEW | New buy |
| 10 | VOD | Vodafone Group Plc-sp Adr | — | NEW | New buy |
| 11 | GBCI | Glacier Bancorp Inc | — | NEW | New buy |
| 12 | PRDO | Perdoceo Education CORP | — | NEW | New buy |
| 13 | EBAY | Ebay Inc | — | NEW | New buy |
| 14 | HSIC | Henry Schein Inc | — | NEW | New buy |
| 15 | EVTC | Evertec Inc | — | NEW | New buy |
| 16 | WBD | Warner Bros Discovery Inc | — | NEW | New buy |
| 17 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 18 | RTX | Rtx CORP | — | NEW | New buy |
| 19 | SYY | Sysco CORP | — | NEW | New buy |
| 20 | TIGO | Millicom International Cellular S.A. | — | NEW | New buy |
| 21 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 22 | CTBI | Community Trust Bancorp Inc | — | NEW | New buy |
| 23 | KDP | Keurig Dr Pepper Inc | — | NEW | New buy |
| 24 | SLB | Slb LTD | — | NEW | New buy |
| 25 | OPLN | Openlane Inc | — | NEW | New buy |
| 26 | HNI | Hni CORP | — | NEW | New buy |
| 27 | LBRT | Liberty Energy Inc | — | NEW | New buy |
| 28 | GIS | General Mills Inc | — | NEW | New buy |
| 29 | DK | Delek US Holdings Inc | — | NEW | New buy |
| 30 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 31 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 32 | GPRE | Green Plains Inc | — | NEW | New buy |
| 33 | SENEA | Seneca Foods CORP - Cl A | — | NEW | New buy |
| 34 | GMREUSD | Global Medical Reit Inc | — | NEW | New buy |
| 35 | ALSN | Allison Transmission Holding | — | NEW | New buy |
| 36 | REYN | Reynolds Consumer Products I | — | NEW | New buy |
| 37 | CHE | Chemed CORP | — | NEW | New buy |
| 38 | FRPT | Freshpet, Inc. | — | NEW | New buy |
| 39 | 8TG | Thermon Group Holdings Inc | — | NEW | New buy |
| 40 | WINA | Winmark CORP | — | NEW | New buy |
| 41 | WEX | Wex Inc | — | NEW | New buy |
| 42 | MSM | Msc Industrial Direct Co-a | — | NEW | New buy |
| 43 | HWC | Hancock Whitney CORP | — | NEW | New buy |
| 44 | AMCX | Amc Global Media Inc | — | NEW | New buy |
| 45 | GJB | Steelcase Inc-cl A | — | NEW | New buy |
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 45 disclosed positions in Q1 2025.
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 KVUE, DLB, JNJ) accounted for 13.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
KVUE
市值: $21.7M
During Q1 2025, Lone Peak Global Investors LLC's top holdings by market value included KVUE (4.5%)、DLB (4.2%)、JNJ (4.1%). The largest single position, KVUE, represented 4.5% of total portfolio value.
In Q1 2025, Lone Peak Global Investors LLC made 45 total portfolio adjustments, initiating 45 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.
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