Lighthouse Investment Partners, LLC Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$2.4B

Holdings

301

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (301 positions)

#StockSharesValue% PortfolioType
201
RHRH
9,500$2.5T102557.88%Call
202
MHKMOHAWK INDS INC
29,000$2.5T101621.50%
203
DELLDELL TECHNOLOGIES INC
35,857$2.5T100888.77%
204
QRVOQORVO INC
25,658$2.4T100032.10%
205
STMSTMICROELECTRONICS N V
56,739$2.4T100002.94%
206
DRIDARDEN RESTAURANTS INC
17,000$2.4T99426.53%
207
HPEHEWLETT PACKARD ENTERPRISE C
139,389$2.4T98873.07%
208
AZEKAZEK CO INC
81,358$2.4T98807.73%
209
CCLCARNIVAL CORP
175,000$2.4T98048.70%
210
ALLEALLEGION PLC
23,000$2.4T97869.02%
211
TMHCTAYLOR MORRISON HOME CORP
56,000$2.4T97442.69%
212
ONON SEMICONDUCTOR CORP
25,480$2.4T96716.04%
213
SAIASAIA INC
5,902$2.4T96081.69%
214
OI*O-I GLASS INC
139,500$2.3T95305.91%
215
TEXTEREX CORP NEW
40,000$2.3T94120.22%
216
IMGNEURIMMUNOGEN INC
143,049$2.3T92706.79%
217
BLDTOPBUILD CORP
9,000$2.3T92470.42%
218
EWBCEAST WEST BANCORP INC
42,591$2.2T91677.05%
219
VRTVERTIV HOLDINGS CO
60,000$2.2T91147.32%
220
APTVAPTIV PLC
22,000$2.2T88573.79%
221
GPIGROUP 1 AUTOMOTIVE INC
8,000$2.1T87785.65%
222
RHPRYMAN HOSPITALITY PPTYS INC
25,000$2.1T85021.83%
223
THCTENET HEALTHCARE CORP
31,592$2.1T85005.37%
224
CFGCITIZENS FINL GROUP INC
76,455$2.0T83673.97%
225
ADBEADOBE INC
4,000$2.0T83290.35%
226
ROIVROIVANT SCIENCES LTD
172,397$2.0T82228.48%
227
INTCINTEL CORP
55,962$2.0T81242.36%
228
MLCOMELCO RESORTS AND ENTMNT LTD
200,000$2.0T80774.82%
229
MARMARRIOTT INTL INC NEW
10,000$2.0T80268.44%
230
GSKGSK PLC
54,111$2.0T80101.99%
231
FMXFOMENTO ECONOMICO MEXICANO S
17,710$1.9T78939.09%
232
ADIANALOG DEVICES INC
11,029$1.9T78858.27%
233
LULULULULEMON ATHLETICA INC
5,000$1.9T78735.03%
234
WFCWELLS FARGO CO NEW
47,000$1.9T78423.45%Call
235
RHCRH PLC
35,000$1.9T78224.57%
236
ARMKARAMARK
54,299$1.9T76943.32%
237
WHRWHIRLPOOL CORP
14,000$1.9T76437.97%
238
VFCV F CORP
101,640$1.8T73341.70%
239
EMNEASTMAN CHEM CO
23,321$1.8T73064.33%
240
JPMJPMORGAN CHASE & CO
12,162$1.8T72024.88%
241
SPLKCHFSPLUNK INC
11,958$1.7T71417.43%
242
GMS1EURGMS INC
27,000$1.7T70532.59%
243
INSWINTERNATIONAL SEAWAYS INC
37,066$1.7T68114.24%
244
TRVCCITIGROUP INC
39,633$1.6T66567.96%
245
LEGNLEGEND BIOTECH CORP
23,975$1.6T65763.32%
246
FLSFLOWSERVE CORP
40,000$1.6T64962.88%
247
DENEURDENBURY INC
15,936$1.6T63782.17%
248
ATMUATMUS FILTRATION TECHNOLOGIE
74,834$1.6T63716.92%
249
LGIHLGI HOMES INC
15,622$1.6T63469.61%
250
SLGNSILGAN HLDGS INC
35,136$1.5T61855.75%
251
AVAAVISTA CORP
43,961$1.4T58111.23%
252
MANMANPOWERGROUP INC WIS
19,235$1.4T57592.28%
253
MASMASCO CORP
26,132$1.4T57038.74%
254
CPRICAPRI HOLDINGS LIMITED
26,405$1.4T56728.87%
255
FASTFASTENAL CO
25,415$1.4T56708.82%
256
URAGLOBAL X FDS
50,000$1.4T55211.10%
257
NATIONAL INSTRS CORP
22,043$1.3T53667.64%
258
NVTNVENT ELECTRIC PLC
23,848$1.3T51605.47%
259
AMEDAMEDISYS INC
13,497$1.3T51479.45%
260
MIDDMIDDLEBY CORP
9,813$1.3T51293.40%
261
7SUSUMMIT MATLS INC
40,000$1.2T50866.08%
262
ENETI INC
118,187$1.2T48649.68%
263
FWONALIBERTY MEDIA CORP DEL
19,005$1.2T48351.04%
264
CSLCARLISLE COS INC
4,500$1.2T47642.85%
265
GOOGALPHABET INC
8,193$1.1T44113.63%
266
TLTISHARES TR
12,000$1.1T43461.59%Call
267
LESLIES INC
185,600$1.1T42898.70%
268
KSSKOHLS CORP
50,000$1.0T42796.77%
269
KVYOKLAVIYO INC
30,000$1.0T42265.89%
270
OSKOSHKOSH CORP
10,812$1.0T42134.77%
271
JCIJOHNSON CTLS INTL PLC
19,000$1.0T41285.41%
272
CMCCOMMERCIAL METALS CO
20,211$998.6B40780.50%
273
PVHPVH CORPORATION
13,000$994.6B40617.32%
274
URBNURBAN OUTFITTERS INC
30,000$980.7B40048.46%
275
HUBBHUBBELL INC
3,100$971.6B39675.67%
276
HZNPHORIZON THERAPEUTICS PUB L
8,071$933.7B38130.53%
277
CFCF INDS HLDGS INC
8,587$736.2B30065.91%
278
RACEFERRARI N V
2,356$697.1B28467.00%
279
FMSFRESENIUS MED CARE AG&CO KGA
32,321$696.2B28430.20%
280
HTZHERTZ GLOBAL HLDGS INC
50,000$612.5B25012.42%Put
281
WW6WW INTL INC
50,000$553.5B22603.06%
282
TSEMTOWER SEMICONDUCTOR LTD
21,739$533.9B21803.08%
283
TXNMPNM RES INC
11,880$530.0B21642.06%
284
CMACOMERICA INC
11,189$464.9B18985.06%
285
APDAIR PRODS & CHEMS INC
1,631$462.2B18875.70%
286
ODDODDITY TECH LTD
15,000$425.3B17365.77%
287
IPINTERNATIONAL PAPER CO
11,583$410.8B16777.68%
288
XOMEXXON MOBIL CORP
3,122$367.1B14990.51%
289
AGREURAVANGRID INC
11,221$338.5B13824.74%
290
SQMSOCIEDAD QUIMICA Y MINERA DE
5,631$336.0B13721.18%
291
ICEINTERCONTINENTAL EXCHANGE IN
2,956$325.2B13280.84%
292
RIORIO TINTO PLC
5,031$320.2B13074.78%
293
RKTROCKET COS INC
36,877$301.7B12318.53%
294
FCXFREEPORT-MCMORAN INC
7,528$280.7B11463.61%
295
UEOWESTLAKE CORPORATION
2,148$267.8B10935.68%
296
SIMOSILICON MOTION TECHNOLOGY CO
4,200$215.3B8790.08%
297
LPLALPL FINL HLDGS INC
864$205.3B8384.98%
298
KEYKEYCORP
19,016$204.6B8355.66%
299
QSIIEURNEXTGEN HEALTHCARE INC
8,458$200.7B8196.23%
300
ABXBARRICK GOLD CORP
11,946$173.8B7097.97%
PreviousPage 3 of 4Next