Life Cycle Investment Partners Ltd Q4 2025 Filing

Filed February 9, 2026

Portfolio Value

$14.3B

Holdings

118

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (118 positions)

#	Stock	Shares	Value	% Portfolio	Type
101	DELLDell Technologies Inc	165,288	$20.0M	0.14%
102	CVECenovus Energy Inc	866,482	$20.0M	0.14%
103	CPRTCopart Inc	502,742	$19.0M	0.13%
104	CTRACoterra Energy Inc	728,233	$19.0M	0.13%
105	AJGArthur J Gallagher & Co	76,175	$19.0M	0.13%
106	NXPINXP Semiconductors NV	87,793	$19.0M	0.13%
107	SAIASaia Inc	59,371	$19.0M	0.13%
108	MUMicron Technology Inc	65,921	$18.0M	0.13%
109	CDWCDW Corp/DE	139,121	$18.0M	0.13%
110	OLLIOllie's Bargain Outlet Holdings Inc	159,265	$17.0M	0.12%
111	RPMRPM International Inc	155,533	$16.0M	0.11%
112	SLVMSylvamo Corp	279,088	$13.0M	0.09%
113	XOMExxon Mobil Corp	97,046	$11.0M	0.08%
114	MLB1MercadoLibre Inc	3,313	$6.0M	0.04%
115	SHELShell PLC	74,369	$5.0M	0.03%
116	CRCCanadian Natural Resources Ltd	84,874	$3.0M	0.02%
117	CRMSalesforce Inc	11,111	$2.0M	0.01%
118	GILDGilead Sciences Inc	11,553	$1.0M	0.01%

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