LONE PEAK GLOBAL INVESTORS LLC: 13F holdings
CIK 17304672026Q2
| Positions | 43 |
|---|
| Reported value | $726.6m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 43 (+1 vs prior quarter) |
|---|
| Reported value | $726.6m (+21.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CSCO CISCO SYS INC | 319,224 | $37.5m | 5.2% |
| KDP KEURIG DR PEPPER INC | 1,098,204 | $35.9m | 4.9% |
| SOLV SOLVENTUM CORP | 433,128 | $33.4m | 4.6% |
| JKHY SCHEIN HENRY INC | 399,954 | $33.4m | 4.6% |
| CAH CARDINAL HEALTH INC | 121,090 | $28.8m | 4.0% |
| UPS UNITED PARCEL SVCS INC | 260,994 | $28.1m | 3.9% |
| OPLN OPENLANE INC | 668,706 | $27.6m | 3.8% |
| AMZN AMAZON COM INC | 112,671 | $26.9m | 3.7% |
| SANM SANMINA CORP | 104,055 | $26.3m | 3.6% |
| RKT ROCKET COS INC | 1,639,991 | $25.8m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1730467")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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