Lighthouse Investment Partners, LLC Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$3.0T

Holdings

455

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (455 positions)

#StockSharesValue% PortfolioType
101
NLYANNALY CAPITAL MANAGEMENT IN
483,231$8.8B0.29%
102
SLMSLM CORP
318,036$8.8B0.29%
103
MCYMERCURY GENL CORP NEW
130,731$8.7B0.29%
104
NHINATIONAL HEALTH INVS INC
122,500$8.5B0.28%
105
CPTCAMDEN PPTY TR
70,252$8.2B0.27%
106
BPBP PLC
270,000$8.0B0.26%
107
DEIDOUGLAS EMMETT INC
430,000$8.0B0.26%
108
USX1UNITED STATES STL CORP NEW
233,673$7.9B0.26%Put
109
BXBLACKSTONE INC
46,050$7.9B0.26%
110
HLTHILTON WORLDWIDE HLDGS INC
31,589$7.8B0.26%
111
BNLBROADSTONE NET LEASE INC
490,000$7.8B0.26%
112
AKXANSYS INC
23,017$7.8B0.26%
113
CVXCHEVRON CORP NEW
53,444$7.7B0.26%
114
GLPIGAMING & LEISURE PPTYS INC
160,000$7.7B0.25%
115
DRHDIAMONDROCK HOSPITALITY CO
835,000$7.5B0.25%
116
BFHBREAD FINANCIAL HOLDINGS INC
123,208$7.5B0.25%
117
IPINTERNATIONAL PAPER CO
139,685$7.5B0.25%
118
LADLITHIA MTRS INC
21,000$7.5B0.25%
119
MMM3M CO
58,000$7.5B0.25%
120
CRBGCOREBRIDGE FINL INC
249,147$7.5B0.25%
121
CWHCAMPING WORLD HLDGS INC
353,580$7.5B0.25%
122
CELHCELSIUS HLDGS INC
281,713$7.4B0.25%
123
ALTREURALTAIR ENGR INC
67,162$7.3B0.24%
124
LIESUN LIFE FINANCIAL INC.
122,919$7.3B0.24%
125
SWSMURFIT WESTROCK PLC
135,000$7.3B0.24%
126
FWONALIBERTY MEDIA CORP DEL
78,413$7.3B0.24%
127
EVREVERCORE INC
26,176$7.3B0.24%
128
AALAMERICAN AIRLS GROUP INC
415,000$7.2B0.24%
129
VENVENTAS INC
120,000$7.1B0.23%
130
RLJRLJ LODGING TR
680,000$6.9B0.23%
131
DELLDELL TECHNOLOGIES INC
60,045$6.9B0.23%
132
HOODROBINHOOD MKTS INC
185,112$6.9B0.23%
133
BDNBRANDYWINE RLTY TR
1,222,868$6.8B0.23%
134
AMTAMERICAN TOWER CORP NEW
36,500$6.7B0.22%
135
WCCWESCO INTL INC
36,514$6.6B0.22%
136
APTVAPTIV PLC
108,911$6.6B0.22%
137
OVVOVINTIV INC
160,000$6.5B0.21%
138
WFRDWEATHERFORD INTL PLC
90,000$6.4B0.21%Call
139
SAMBOSTON BEER INC
21,303$6.4B0.21%
140
VITLVITAL FARMS INC
167,478$6.3B0.21%
141
DPZDOMINOS PIZZA INC
15,000$6.3B0.21%
142
SHELSHELL PLC
100,000$6.3B0.21%
143
ALAIR LEASE CORP
129,261$6.2B0.21%
144
CHRCHURCHILL DOWNS INC
45,928$6.1B0.20%
145
PVHPVH CORPORATION
57,900$6.1B0.20%
146
DKSDICKS SPORTING GOODS INC
26,681$6.1B0.20%
147
RRXREGAL REXNORD CORPORATION
39,000$6.1B0.20%
148
PEBPEBBLEBROOK HOTEL TR
440,000$6.0B0.20%
149
WTWWILLIS TOWERS WATSON PLC LTD
18,939$5.9B0.20%
150
WABWABTEC
31,000$5.9B0.19%
151
PGPROCTER AND GAMBLE CO
34,146$5.7B0.19%
152
SONYSONY GROUP CORP
269,504$5.7B0.19%
153
ICEINTERCONTINENTAL EXCHANGE IN
38,213$5.7B0.19%
154
WWAYFAIR INC
128,467$5.7B0.19%
155
TSTENARIS S A
170,836$5.7B0.19%
156
GTYGETTY RLTY CORP NEW
187,500$5.6B0.19%
157
VLOVALERO ENERGY CORP
45,000$5.5B0.18%
158
BBIOBRIDGEBIO PHARMA INC
195,000$5.4B0.18%Call
159
BSYBENTLEY SYS INC
111,168$5.2B0.17%
160
LULULULULEMON ATHLETICA INC
13,448$5.1B0.17%
161
EFXEQUIFAX INC
19,790$5.0B0.17%
162
FYBRFRONTIER COMMUNICATIONS PARE
144,596$5.0B0.17%
163
APDAIR PRODS & CHEMS INC
16,958$4.9B0.16%
164
EENI S P A
362,500$4.9B0.16%
165
JHGJANUS HENDERSON GROUP PLC
114,766$4.9B0.16%
166
SIGISELECTIVE INS GROUP INC
51,691$4.8B0.16%
167
EQTEQT CORP
104,716$4.8B0.16%
168
EPREPR PPTYS
109,000$4.8B0.16%
169
PSAPUBLIC STORAGE OPER CO
16,000$4.8B0.16%
170
COFCAPITAL ONE FINL CORP
26,200$4.7B0.15%Put
171
EXPEEXPEDIA GROUP INC
25,044$4.7B0.15%
172
REGREGENCY CTRS CORP
63,000$4.7B0.15%
173
MSAMSA SAFETY INC
28,000$4.6B0.15%
174
RDDTREDDIT INC
28,172$4.6B0.15%
175
SUSUNCOR ENERGY INC NEW
128,998$4.6B0.15%
176
HAYWHAYWARD HLDGS INC
300,000$4.6B0.15%
177
STAGSTAG INDL INC
135,000$4.6B0.15%
178
NUENUCOR CORP
39,000$4.6B0.15%
179
CVECENOVUS ENERGY INC
300,000$4.5B0.15%
180
GPNGLOBAL PMTS INC
39,915$4.5B0.15%
181
JPMJPMORGAN CHASE & CO.
18,521$4.4B0.15%
182
CBRECBRE GROUP INC
33,730$4.4B0.15%
183
MDBMONGODB INC
19,000$4.4B0.15%
184
INNSUMMIT HOTEL PPTYS INC
635,000$4.3B0.14%
185
ETNEATON CORP PLC
13,000$4.3B0.14%
186
AGOASSURED GUARANTY LTD
46,989$4.2B0.14%
187
PJTPJT PARTNERS INC
26,648$4.2B0.14%
188
AEOAMERICAN EAGLE OUTFITTERS IN
250,000$4.2B0.14%
189
BORRBORR DRILLING LTD
1,056,869$4.1B0.14%
190
AYIACUITY BRANDS INC
14,051$4.1B0.14%
191
HXLHEXCEL CORP NEW
65,000$4.1B0.13%
192
IM8NINSMED INC
59,000$4.1B0.13%Put
193
PFGCPERFORMANCE FOOD GROUP CO
48,000$4.1B0.13%
194
EQHEQUITABLE HLDGS INC
85,364$4.0B0.13%
195
NVDANVIDIA CORPORATION
29,377$3.9B0.13%
196
CRGYCRESCENT ENERGY COMPANY
270,000$3.9B0.13%
197
TWFGTWFG INC
126,755$3.9B0.13%
198
SYYSYSCO CORP
50,000$3.8B0.13%
199
PHPARKER-HANNIFIN CORP
6,000$3.8B0.13%
200
RIORIO TINTO PLC
64,807$3.8B0.13%
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