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CIK: 0001730467
Total reported value
$726.6M
$726.6M
46 檔
15.1%
In Q2 2025, Lone Peak Global Investors LLC's U.S. equity holdings reached a combined market value of $726.6M, distributed across 46 disclosed stock positions.
In Q2 2025, Lone Peak Global Investors LLC displayed an active expansion posture, initiating 9 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CAH | Cardinal Health Inc | Stock-Healthcare | 4.29% | -0.06% | +3.14% | |
| 2 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.21% | -0.67% | +19.84% | |
| 3 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 4.21% | +0.41% | +67.30% | |
| 4 | PRDO | Perdoceo Education CORP | Stock-Other | 4.17% | -3.57% | EXIT | |
| 5 | NATL | Ncr Atleos CORP | Stock-Tech | 4.01% | -1.65% | EXIT | |
| 6 | SOLV | Solventum CORP | Stock-Healthcare | 3.90% | +1.20% | +3.09% | |
| 7 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.75% | -0.44% | +3.17% | |
| 8 | DLB | Dolby Laboratories Inc-cl A | Stock-Industrials | 3.74% | — | +3.07% | |
| 9 | GBCI | Glacier Bancorp Inc | Stock-Financials | 3.73% | -1.03% | +17.85% | |
| 10 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 3.64% | -0.96% | +54.88% | |
| 11 | OPLN | Openlane Inc | Stock-Other | 3.31% | -0.36% | +3.02% | |
| 12 | HSIC | Henry Schein Inc | Stock-Healthcare | 3.29% | -0.03% | +3.10% | |
| 13 | DK | Delek US Holdings Inc | Stock-Other | 3.26% | -0.03% | +1.88% | |
| 14 | KVUE | Kenvue Inc | Stock-Consumer Staples | 3.21% | — | -11.08% | |
| 15 | RTX | Rtx CORP | Stock-Industrials | 3.18% | +0.03% | +3.17% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 3.12% | +1.27% | +3.16% | |
| 17 | FIS | Fidelity National Info Serv | Stock-Tech | 3.04% | — | -16.48% | |
| 18 | EVTC | Evertec Inc | Stock-Other | 2.99% | -0.35% | +3.05% | |
| 19 | REYN | Reynolds Consumer Products I | Stock-Other | 2.89% | -0.85% | +4507.22% | |
| 20 | CTBI | Community Trust Bancorp Inc | Stock-Other | 2.85% | +0.13% | +3.08% | |
| 21 | SYY | Sysco CORP | Stock-Consumer Staples | 2.84% | — | +3.12% | |
| 22 | EBAY | Ebay Inc | Stock-Consumer Disc | 2.77% | +0.16% | -19.20% | |
| 23 | HNI | Hni CORP | Stock-Other | 2.72% | -0.07% | +3.07% | |
| 24 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.59% | -0.49% | +116.65% | |
| 25 | TIGO | Millicom International Cellular S.A. | Stock-Comm Services | 2.56% | — | -23.56% | |
| 26 | BDX | Becton Dickinson And Co | Stock-Healthcare | 2.44% | -0.60% | — | |
| 27 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 2.24% | — | -27.99% | |
| 28 | RKT | Rocket Cos Inc-class A | Stock-Financials | 2.19% | -0.11% | — | |
| 29 | HUM | Humana Inc | Stock-Healthcare | 1.89% | — | — | |
| 30 | ECG | Everus Construction Group | Stock-Industrials | 1.65% | +0.21% | — | |
| 31 | GPRE | Green Plains Inc | Stock-Other | 1.59% | — | +201.25% | |
| 32 | LKQ | Lkq CORP | Stock-Consumer Disc | 1.59% | +0.63% | — | |
| 33 | COLB | Columbia Banking System Inc | Stock-Financials | 1.41% | +0.06% | — | |
| 34 | WINA | Winmark CORP | Stock-Other | 0.09% | — | +26.49% | |
| 35 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 0.08% | — | — | |
| 36 | CHE | Chemed CORP | Stock-Healthcare | 0.07% | +0.69% | +34.12% | |
| 37 | FRPT | Freshpet, Inc. | Stock-Consumer Staples | 0.07% | — | — | |
| 38 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 0.06% | +0.01% | +24.02% | |
| 39 | CVBF | Cvb Financial CORP | Stock-Other | 0.06% | — | — | |
| 40 | 8TG | Thermon Group Holdings Inc | Stock-Other | 0.06% | — | — | |
| 41 | HWC | Hancock Whitney CORP | Stock-Financials | 0.05% | — | — | |
| 42 | IESC | Ies Holdings Inc | Stock-Industrials | 0.05% | -0.03% | — | |
| 43 | DOUG | Douglas Elliman Inc | Stock-Other | 0.04% | — | — | |
| 44 | GMREUSD | Global Medical Reit Inc | Stock-Other | 0.04% | — | -41.92% | |
| 45 | GJB | Steelcase Inc-cl A | Stock-Other | 0.04% | — | — | |
| 46 | AMCX | Amc Global Media Inc | Stock-Other | 0.04% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | REYN | Reynolds Consumer Products I | +2.8% | +4507.22% | Add |
| 2 | BDX | Becton Dickinson And Co | +2.4% | NEW | New buy |
| 3 | RKT | Rocket Cos Inc-class A | +2.2% | NEW | New buy |
| 4 | HUM | Humana Inc | +1.9% | NEW | New buy |
| 5 | ECG | Everus Construction Group | +1.7% | NEW | New buy |
| 6 | LKQ | Lkq CORP | +1.6% | NEW | New buy |
| 7 | COLB | Columbia Banking System Inc | +1.4% | NEW | New buy |
| 8 | KDP | Keurig Dr Pepper Inc | +1.4% | +67.30% | Add |
| 9 | NKE | Nike Inc -cl B | +1.4% | +54.88% | Add |
| 10 | UPS | United Parcel Service-cl B | +1.2% | +116.65% | Add |
| 11 | GPRE | Green Plains Inc | +1.1% | +201.25% | Add |
| 12 | PRDO | Perdoceo Education CORP | +0.8% | +3.04% | Add |
| 13 | DK | Delek US Holdings Inc | +0.8% | +1.88% | Add |
| 14 | DIS | Walt Disney Co/the | +0.6% | +3.17% | Add |
| 15 | CAH | Cardinal Health Inc | +0.6% | +3.14% | Add |
| 16 | OPLN | Openlane Inc | +0.6% | +3.02% | Add |
| 17 | GBCI | Glacier Bancorp Inc | +0.2% | +17.85% | Add |
| 18 | CSCO | Cisco Systems Inc | +0.2% | +3.16% | Add |
| 19 | RTX | Rtx CORP | +0.2% | +3.17% | Add |
| 20 | HNI | Hni CORP | +0.2% | +3.07% | Add |
| 21 | NATL | Ncr Atleos CORP | +0.1% | +3.05% | Add |
| 22 | JNJ | Johnson & Johnson | +0.1% | +19.84% | Add |
| 23 | HSIC | Henry Schein Inc | +0.1% | +3.10% | Add |
| 24 | CVBF | Cvb Financial CORP | +0.1% | NEW | New buy |
| 25 | IESC | Ies Holdings Inc | +0.1% | NEW | New buy |
| 26 | DOUG | Douglas Elliman Inc | 0% | NEW | New buy |
| 27 | WINA | Winmark CORP | 0% | +26.49% | Add |
| 28 | CTBI | Community Trust Bancorp Inc | 0% | +3.08% | Add |
| 29 | MSM | Msc Industrial Direct Co-a | 0% | +24.02% | Add |
| 30 | HWC | Hancock Whitney CORP | — | — | Unchanged |
| 31 | CHE | Chemed CORP | — | +34.12% | Add |
| 32 | AMCX | Amc Global Media Inc | 0% | — | Unchanged |
| 33 | WEX | Wex Inc | -0.1% | EXIT | Sold out |
| 34 | GMREUSD | Global Medical Reit Inc | -0.1% | -41.92% | Trim |
| 35 | SYY | Sysco CORP | -0.1% | +3.12% | Add |
| 36 | SENEA | Seneca Foods CORP - Cl A | -0.1% | EXIT | Sold out |
| 37 | SOLV | Solventum CORP | -0.2% | +3.09% | Add |
| 38 | EVTC | Evertec Inc | -0.2% | +3.05% | Add |
| 39 | TIGO | Millicom International Cellular S.A. | -0.4% | -23.56% | Trim |
| 40 | DLB | Dolby Laboratories Inc-cl A | -0.5% | +3.07% | Add |
| 41 | FIS | Fidelity National Info Serv | -0.6% | -16.48% | Trim |
| 42 | EBAY | Ebay Inc | -0.6% | -19.20% | Trim |
| 43 | WBD | Warner Bros Discovery Inc | -0.9% | -27.99% | Trim |
| 44 | KVUE | Kenvue Inc | -1.3% | -11.08% | Trim |
| 45 | GIS | General Mills Inc | -2.5% | EXIT | Sold out |
| 46 | LBRT | Liberty Energy Inc | -2.5% | EXIT | Sold out |
| 47 | SLB | Slb LTD | -2.8% | EXIT | Sold out |
| 48 | VOD | Vodafone Group Plc-sp Adr | -3.6% | EXIT | Sold out |
| 49 | PFE | Pfizer Inc | -3.7% | EXIT | Sold out |
| 50 | MMM | 3m Co | -3.8% | EXIT | Sold out |
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 46 disclosed positions in Q2 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 CAH, JNJ, KDP) accounted for 15.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
BDX
市值: $12.8M
Top Position Liquidated / Trimmed
MMM
前期市值: $18.5M
During Q2 2025, Lone Peak Global Investors LLC's top holdings by market value included CAH (4.3%)、JNJ (4.2%)、KDP (4.2%). The largest single position, CAH, represented 4.3% of total portfolio value.
In Q2 2025, Lone Peak Global Investors LLC made 48 total portfolio adjustments, initiating 9 new buys, adding to 25 positions, trimming 6 holdings, and fully liquidating 8 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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