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CIK: 0001730467
Total reported value
$726.6M
$726.6M
42 檔
17.9%
At the close of Q1 2026, Lone Peak Global Investors LLC disclosed equity holdings valued at approximately $726.6M, spread across 42 reported holdings.
In Q1 2026, Lone Peak Global Investors LLC displayed an active expansion posture, initiating 6 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HSIC | Henry Schein Inc | Stock-Healthcare | 4.63% | -0.03% | +1.97% | |
| 2 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 4.54% | +0.41% | +29.24% | |
| 3 | UPS | United Parcel Service-cl B | Stock-Industrials | 4.35% | -0.49% | +52.22% | |
| 4 | OPLN | Openlane Inc | Stock-Other | 4.16% | -0.36% | +39.72% | |
| 5 | CAH | Cardinal Health Inc | Stock-Healthcare | 4.02% | -0.06% | +1.28% | |
| 6 | CSCO | Cisco Systems Inc | Stock-Tech | 3.89% | +1.27% | +10.73% | |
| 7 | BDX | Becton Dickinson And Co | Stock-Healthcare | 3.85% | -0.60% | +37.05% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.68% | +0.02% | — | |
| 9 | RKT | Rocket Cos Inc-class A | Stock-Financials | 3.67% | -0.11% | +22.90% | |
| 10 | KBR | Kbr Inc | Stock-Industrials | 3.59% | -0.90% | — | |
| 11 | PRDO | Perdoceo Education CORP | Stock-Other | 3.57% | -3.57% | EXIT | |
| 12 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.50% | -0.44% | +38.96% | |
| 13 | GPN | Global Payments Inc | Stock-Industrials | 3.45% | -0.19% | +9.99% | |
| 14 | SOLV | Solventum CORP | Stock-Healthcare | 3.40% | +1.20% | +1.33% | |
| 15 | GBCI | Glacier Bancorp Inc | Stock-Financials | 3.35% | -1.03% | +20.93% | |
| 16 | HNI | Hni CORP | Stock-Other | 3.05% | -0.07% | -4.58% | |
| 17 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 3.02% | -0.96% | +28.66% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.98% | -0.67% | -24.10% | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 2.96% | +0.03% | -18.66% | |
| 20 | REYN | Reynolds Consumer Products I | Stock-Other | 2.90% | -0.85% | +0.44% | |
| 21 | CTBI | Community Trust Bancorp Inc | Stock-Other | 2.86% | +0.13% | +1.00% | |
| 22 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 2.63% | +0.01% | +3410.97% | |
| 23 | EVTC | Evertec Inc | Stock-Other | 2.59% | -0.35% | +27.05% | |
| 24 | COLB | Columbia Banking System Inc | Stock-Financials | 2.45% | +0.06% | +29.62% | |
| 25 | ECG | Everus Construction Group | Stock-Industrials | 2.43% | +0.21% | -32.72% | |
| 26 | WEX | Wex Inc | Stock-Tech | 2.35% | +0.12% | -3.22% | |
| 27 | EBAY | Ebay Inc | Stock-Consumer Disc | 2.12% | +0.16% | +1.29% | |
| 28 | SANM | Sanmina CORP | Stock-Tech | 2.12% | +1.50% | — | |
| 29 | LKQ | Lkq CORP | Stock-Consumer Disc | 2.01% | +0.63% | — | |
| 30 | DK | Delek US Holdings Inc | Stock-Other | 1.75% | -0.03% | -37.76% | |
| 31 | CHE | Chemed CORP | Stock-Healthcare | 1.69% | +0.69% | -42.17% | |
| 32 | NATL | Ncr Atleos CORP | Stock-Tech | 1.65% | -1.65% | EXIT | |
| 33 | CNR | Core Natural Resources Inc | Stock-Energy | 0.12% | -0.05% | +56.10% | |
| 34 | PLAB | Photronics Inc | Stock-Other | 0.11% | +0.90% | — | |
| 35 | IESC | Ies Holdings Inc | Stock-Industrials | 0.11% | -0.03% | +17.35% | |
| 36 | KRNT | Kornit Digital Ltd. | Stock-Other | 0.09% | -0.01% | +14.95% | |
| 37 | XRN | Chiron Real Estate Inc | Stock-Other | 0.08% | +0.02% | +1.07% | |
| 38 | HWC | Hancock Whitney CORP | Stock-Financials | 0.07% | — | +7.09% | |
| 39 | WOR | Worthington Enterprises Inc | Stock-Other | 0.07% | -0.01% | — | |
| 40 | AMCX | Amc Global Media Inc | Stock-Other | 0.05% | +0.01% | +28.66% | |
| 41 | BLMN | Bloomin' Brands Inc | Stock-Other | 0.04% | +0.02% | +1.10% | |
| 42 | DOUG | Douglas Elliman Inc | Stock-Other | 0.04% | — | +1.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSM | Msc Industrial Direct Co-a | +2.6% | +3410.97% | Add |
| 2 | UPS | United Parcel Service-cl B | +1.4% | +52.22% | Add |
| 3 | OPLN | Openlane Inc | +1.1% | +39.72% | Add |
| 4 | KDP | Keurig Dr Pepper Inc | +0.7% | +29.24% | Add |
| 5 | GBCI | Glacier Bancorp Inc | +0.6% | +20.93% | Add |
| 6 | COLB | Columbia Banking System Inc | +0.5% | +29.62% | Add |
| 7 | DIS | Walt Disney Co/the | +0.5% | +38.96% | Add |
| 8 | EVTC | Evertec Inc | +0.4% | +27.05% | Add |
| 9 | CSCO | Cisco Systems Inc | +0.3% | +10.73% | Add |
| 10 | PRDO | Perdoceo Education CORP | +0.3% | -11.69% | Trim |
| 11 | BDX | Becton Dickinson And Co | +0.3% | +37.05% | Add |
| 12 | CTBI | Community Trust Bancorp Inc | +0.2% | +1.00% | Add |
| 13 | NKE | Nike Inc -cl B | +0.1% | +28.66% | Add |
| 14 | CAH | Cardinal Health Inc | +0.1% | +1.28% | Add |
| 15 | EBAY | Ebay Inc | +0.1% | +1.29% | Add |
| 16 | CNR | Core Natural Resources Inc | +0.1% | +56.10% | Add |
| 17 | IESC | Ies Holdings Inc | 0% | +17.35% | Add |
| 18 | KRNT | Kornit Digital Ltd. | 0% | +14.95% | Add |
| 19 | HWC | Hancock Whitney CORP | — | +7.09% | Add |
| 20 | XRN | Chiron Real Estate Inc | — | +1.07% | Add |
| 21 | BLMN | Bloomin' Brands Inc | 0% | +1.10% | Add |
| 22 | AMCX | Amc Global Media Inc | 0% | +28.66% | Add |
| 23 | DOUG | Douglas Elliman Inc | 0% | +1.08% | Add |
| 24 | WEX | Wex Inc | -0.1% | -3.22% | Trim |
| 25 | HSIC | Henry Schein Inc | -0.1% | +1.97% | Add |
| 26 | DK | Delek US Holdings Inc | -0.1% | -37.76% | Trim |
| 27 | GPN | Global Payments Inc | -0.2% | +9.99% | Add |
| 28 | ECG | Everus Construction Group | -0.2% | -32.72% | Trim |
| 29 | REYN | Reynolds Consumer Products I | -0.3% | +0.44% | Add |
| 30 | JNJ | Johnson & Johnson | -0.4% | -24.10% | Trim |
| 31 | RKT | Rocket Cos Inc-class A | -0.5% | +22.90% | Add |
| 32 | RTX | Rtx CORP | -0.6% | -18.66% | Trim |
| 33 | SOLV | Solventum CORP | -0.8% | +1.33% | Add |
| 34 | HNI | Hni CORP | -1.1% | -4.58% | Trim |
| 35 | CHE | Chemed CORP | -1.7% | -42.17% | Trim |
| 36 | NATL | Ncr Atleos CORP | -2.4% | -63.50% | Trim |
| 37 | DLB | Dolby Laboratories Inc-cl A | — | EXIT | Sold out |
| 38 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 39 | KBR | Kbr Inc | — | NEW | New buy |
| 40 | 8TG | Thermon Group Holdings Inc | — | EXIT | Sold out |
| 41 | SYY | Sysco CORP | — | EXIT | Sold out |
| 42 | SANM | Sanmina CORP | — | NEW | New buy |
| 43 | LKQ | Lkq CORP | — | NEW | New buy |
| 44 | GPRE | Green Plains Inc | — | EXIT | Sold out |
| 45 | WBD | Warner Bros Discovery Inc | — | EXIT | Sold out |
| 46 | CVBF | Cvb Financial CORP | — | EXIT | Sold out |
| 47 | PLAB | Photronics Inc | — | NEW | New buy |
| 48 | WOR | Worthington Enterprises Inc | — | 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 42 disclosed positions in Q1 2026.
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, KDP, UPS) accounted for 17.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
AMZN
市值: $22.1M
Top Position Liquidated / Trimmed
DLB
前期市值: $22.3M
During Q1 2026, Lone Peak Global Investors LLC's top holdings by market value included HSIC (4.6%)、KDP (4.5%)、UPS (4.3%). The largest single position, HSIC, represented 4.6% of total portfolio value.
In Q1 2026, Lone Peak Global Investors LLC made 48 total portfolio adjustments, initiating 6 new buys, adding to 27 positions, trimming 9 holdings, and fully liquidating 6 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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