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CIK: 0001730467
Total reported value
$726.6M
$726.6M
42 檔
17.1%
During the Q4 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 42 reported positions.
In Q4 2025, Lone Peak Global Investors LLC adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HSIC | Henry Schein Inc | Stock-Healthcare | 4.75% | -0.03% | -0.97% | |
| 2 | SOLV | Solventum CORP | Stock-Healthcare | 4.16% | +1.20% | -12.36% | |
| 3 | RKT | Rocket Cos Inc-class A | Stock-Financials | 4.13% | -0.11% | +54.81% | |
| 4 | HNI | Hni CORP | Stock-Other | 4.10% | -0.07% | +21.08% | |
| 5 | NATL | Ncr Atleos CORP | Stock-Tech | 4.02% | -1.65% | EXIT | |
| 6 | CAH | Cardinal Health Inc | Stock-Healthcare | 3.94% | -0.06% | -15.91% | |
| 7 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 3.81% | +0.41% | -0.97% | |
| 8 | DLB | Dolby Laboratories Inc-cl A | Stock-Industrials | 3.79% | — | +14.20% | |
| 9 | GPN | Global Payments Inc | Stock-Industrials | 3.68% | -0.19% | — | |
| 10 | CSCO | Cisco Systems Inc | Stock-Tech | 3.56% | +1.27% | -1.02% | |
| 11 | BDX | Becton Dickinson And Co | Stock-Healthcare | 3.54% | -0.60% | -12.97% | |
| 12 | RTX | Rtx CORP | Stock-Industrials | 3.53% | +0.03% | -1.05% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.39% | -0.67% | -25.58% | |
| 14 | CHE | Chemed CORP | Stock-Healthcare | 3.38% | +0.69% | -1.10% | |
| 15 | PRDO | Perdoceo Education CORP | Stock-Other | 3.26% | -3.57% | EXIT | |
| 16 | REYN | Reynolds Consumer Products I | Stock-Other | 3.19% | -0.85% | -0.68% | |
| 17 | OPLN | Openlane Inc | Stock-Other | 3.10% | -0.36% | -13.72% | |
| 18 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.03% | -0.44% | -1.09% | |
| 19 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.94% | -0.49% | -0.76% | |
| 20 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 2.89% | -0.96% | -1.09% | |
| 21 | GBCI | Glacier Bancorp Inc | Stock-Financials | 2.79% | -1.03% | -18.13% | |
| 22 | 8TG | Thermon Group Holdings Inc | Stock-Other | 2.72% | — | +2551.81% | |
| 23 | CTBI | Community Trust Bancorp Inc | Stock-Other | 2.69% | +0.13% | -1.09% | |
| 24 | ECG | Everus Construction Group | Stock-Industrials | 2.67% | +0.21% | +35.04% | |
| 25 | SYY | Sysco CORP | Stock-Consumer Staples | 2.44% | — | -0.98% | |
| 26 | WEX | Wex Inc | Stock-Tech | 2.41% | +0.12% | — | |
| 27 | EVTC | Evertec Inc | Stock-Other | 2.15% | -0.35% | -0.52% | |
| 28 | EBAY | Ebay Inc | Stock-Consumer Disc | 2.04% | +0.16% | -0.94% | |
| 29 | COLB | Columbia Banking System Inc | Stock-Financials | 1.97% | +0.06% | -24.90% | |
| 30 | DK | Delek US Holdings Inc | Stock-Other | 1.88% | -0.03% | -38.39% | |
| 31 | GPRE | Green Plains Inc | Stock-Other | 1.72% | — | -1.86% | |
| 32 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 1.10% | — | -78.03% | |
| 33 | CVBF | Cvb Financial CORP | Stock-Other | 0.60% | — | -71.39% | |
| 34 | XRN | Chiron Real Estate Inc | Stock-Other | 0.08% | +0.02% | +31.31% | |
| 35 | IESC | Ies Holdings Inc | Stock-Industrials | 0.08% | -0.03% | +64.17% | |
| 36 | KRNT | Kornit Digital Ltd. | Stock-Other | 0.07% | -0.01% | +29.71% | |
| 37 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 0.07% | +0.01% | +22.02% | |
| 38 | HWC | Hancock Whitney CORP | Stock-Financials | 0.07% | — | -0.97% | |
| 39 | CNR | Core Natural Resources Inc | Stock-Energy | 0.07% | -0.05% | +45.81% | |
| 40 | DOUG | Douglas Elliman Inc | Stock-Other | 0.06% | — | +48.75% | |
| 41 | AMCX | Amc Global Media Inc | Stock-Other | 0.06% | +0.01% | — | |
| 42 | BLMN | Bloomin' Brands Inc | Stock-Other | 0.05% | +0.02% | +52.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | 8TG | Thermon Group Holdings Inc | +2.7% | +2551.81% | Add |
| 2 | RKT | Rocket Cos Inc-class A | +1.4% | +54.81% | Add |
| 3 | ECG | Everus Construction Group | +0.7% | +35.04% | Add |
| 4 | HSIC | Henry Schein Inc | +0.5% | -0.97% | Trim |
| 5 | UPS | United Parcel Service-cl B | +0.4% | -0.76% | Trim |
| 6 | CSCO | Cisco Systems Inc | +0.3% | -1.02% | Trim |
| 7 | CAH | Cardinal Health Inc | +0.3% | -15.91% | Trim |
| 8 | HNI | Hni CORP | +0.3% | +21.08% | Add |
| 9 | KDP | Keurig Dr Pepper Inc | +0.3% | -0.97% | Trim |
| 10 | RTX | Rtx CORP | +0.2% | -1.05% | Trim |
| 11 | GPRE | Green Plains Inc | +0.1% | -1.86% | Trim |
| 12 | IESC | Ies Holdings Inc | 0% | +64.17% | Add |
| 13 | CNR | Core Natural Resources Inc | 0% | +45.81% | Add |
| 14 | KRNT | Kornit Digital Ltd. | 0% | +29.71% | Add |
| 15 | XRN | Chiron Real Estate Inc | 0% | +31.31% | Add |
| 16 | BLMN | Bloomin' Brands Inc | 0% | +52.33% | Add |
| 17 | DOUG | Douglas Elliman Inc | 0% | +48.75% | Add |
| 18 | AMCX | Amc Global Media Inc | 0% | — | Unchanged |
| 19 | MSM | Msc Industrial Direct Co-a | 0% | +22.02% | Add |
| 20 | HWC | Hancock Whitney CORP | — | -0.97% | Trim |
| 21 | DLB | Dolby Laboratories Inc-cl A | 0% | +14.20% | Add |
| 22 | CTBI | Community Trust Bancorp Inc | -0.1% | -1.09% | Trim |
| 23 | DIS | Walt Disney Co/the | -0.1% | -1.09% | Trim |
| 24 | EBAY | Ebay Inc | -0.2% | -0.94% | Trim |
| 25 | NATL | Ncr Atleos CORP | -0.3% | -1.04% | Trim |
| 26 | CHE | Chemed CORP | -0.3% | -1.10% | Trim |
| 27 | SOLV | Solventum CORP | -0.3% | -12.36% | Trim |
| 28 | REYN | Reynolds Consumer Products I | -0.3% | -0.68% | Trim |
| 29 | PRDO | Perdoceo Education CORP | -0.3% | +19.12% | Add |
| 30 | SYY | Sysco CORP | -0.4% | -0.98% | Trim |
| 31 | NKE | Nike Inc -cl B | -0.4% | -1.09% | Trim |
| 32 | EVTC | Evertec Inc | -0.4% | -0.52% | Trim |
| 33 | OPLN | Openlane Inc | -0.4% | -13.72% | Trim |
| 34 | BDX | Becton Dickinson And Co | -0.5% | -12.97% | Trim |
| 35 | COLB | Columbia Banking System Inc | -0.5% | -24.90% | Trim |
| 36 | JNJ | Johnson & Johnson | -0.8% | -25.58% | Trim |
| 37 | GBCI | Glacier Bancorp Inc | -1% | -18.13% | Trim |
| 38 | DK | Delek US Holdings Inc | -1.5% | -38.39% | Trim |
| 39 | CVBF | Cvb Financial CORP | -1.6% | -71.39% | Trim |
| 40 | WBD | Warner Bros Discovery Inc | -2.4% | -78.03% | Trim |
| 41 | GPN | Global Payments Inc | — | NEW | New buy |
| 42 | WEX | Wex Inc | — | NEW | New buy |
| 43 | BBWI | Bath & Body Works Inc | — | EXIT | Sold out |
| 44 | WINA | Winmark CORP | — | EXIT | Sold out |
| 45 | ALSN | Allison Transmission Holding | — | 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 42 disclosed positions in Q4 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 HSIC, SOLV, RKT) accounted for 17.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
GPN
市值: $21.7M
Top Position Liquidated / Trimmed
BBWI
前期市值: $9.8M
During Q4 2025, Lone Peak Global Investors LLC's top holdings by market value included HSIC (4.8%)、SOLV (4.2%)、RKT (4.1%). The largest single position, HSIC, represented 4.8% of total portfolio value.
In Q4 2025, Lone Peak Global Investors LLC made 44 total portfolio adjustments, initiating 2 new buys, adding to 13 positions, trimming 26 holdings, and fully liquidating 3 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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