Lighthouse Investment Partners, LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$3.3B

Holdings

848

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (848 positions)

StockValue
SPYSPDR S&P 500 ETF TR
$183.0M
AMZNAMAZON COM INC
$69.0M
MURMURPHY OIL CORP
$47.0M
HHYATT HOTELS CORP
$31.0M
VVISA INC
$31.0M
EQTEQT CORP
$30.0M
SEISOLARIS ENERGY INFRAS INC
$28.0M
CELHCELSIUS HLDGS INC
$28.0M
MSFTMICROSOFT CORP
$28.0M
SYYSYSCO CORP
$27.0M
UDRUDR INC
$27.0M
EXEEXPAND ENERGY CORPORATION
$26.0M
CSXCSX CORP
$26.0M
METAMETA PLATFORMS INC
$25.0M
THGHANOVER INS GROUP INC
$25.0M
FRFIRST INDL RLTY TR INC
$24.0M
BRXBRIXMOR PPTY GROUP INC
$24.0M
CINFCINCINNATI FINL CORP
$24.0M
OVVOVINTIV INC
$23.0M
CRWVCOREWEAVE INC
$23.0M
FRPTFRESHPET INC
$22.0M
SUSUNCOR ENERGY INC NEW
$21.0M
ADCAGREE RLTY CORP
$21.0M
CUZCOUSINS PPTYS INC
$21.0M
ESSESSEX PPTY TR INC
$21.0M
OXYOCCIDENTAL PETE CORP
$21.0M
FIXCOMFORT SYS USA INC
$20.0M
EQIXEQUINIX INC
$20.0M
SKTTANGER INC
$19.0M
VISTVISTA ENERGY S.A.B. DE C.V.
$19.0M
KIMKIMCO RLTY CORP
$19.0M
AHRAMERICAN HEALTHCARE REIT INC
$18.0M
VLOVALERO ENERGY CORP
$18.0M
WYNNWYNN RESORTS LTD
$18.0M
AFGAMERICAN FINL GROUP INC OHIO
$18.0M
KRGKITE RLTY GROUP TR
$17.0M
TMUST-MOBILE US INC
$17.0M
TECK/BTECK RESOURCES LTD
$17.0M
VOYAVOYA FINANCIAL INC
$16.0M
PAYCPAYCOM SOFTWARE INC
$16.0M
PNCPNC FINL SVCS GROUP INC
$16.0M
HIGHARTFORD INSURANCE GROUP INC
$15.0M
AJGGALLAGHER ARTHUR J & CO
$15.0M
STAGSTAG INDL INC
$15.0M
ELFE L F BEAUTY INC
$15.0M
SPOTSPOTIFY TECHNOLOGY S A
$15.0M
STZCONSTELLATION BRANDS INC
$14.0M
JPMJPMORGAN CHASE & CO.
$14.0M
FCXFREEPORT-MCMORAN INC
$14.0M
COLBCOLUMBIA BKG SYS INC
$14.0M
CRMSALESFORCE INC
$13.0M
LLYVKLIBERTY LIVE HOLDINGS INC
$13.0M
NSANATIONAL STORAGE AFFILIATES
$13.0M
EPRTESSENTIAL PPTYS RLTY TR INC
$13.0M
NKENIKE INC
$13.0M
TTETOTALENERGIES SE
$13.0M
CBOECBOE GLOBAL MKTS INC
$13.0M
CHRCHURCHILL DOWNS INC
$13.0M
MODMODINE MFG CO
$13.0M
CBCHUBB LIMITED
$13.0M
GMGENERAL MTRS CO
$13.0M
KNXKNIGHT-SWIFT TRANSN HLDGS IN
$13.0M
STTSTATE STR CORP
$13.0M
BBDBANCO BRADESCO S A
$12.0M
GPORGULFPORT ENERGY CORP
$12.0M
KEYKEYCORP
$12.0M
PRIPRIMERICA INC
$12.0M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$12.0M
VTVANGUARD INTL EQUITY INDEX F
$12.0M
ARANTERO RESOURCES CORP
$11.0M
MAAMID-AMER APT CMNTYS INC
$11.0M
LXPLXP INDUSTRIAL TRUST
$11.0M
ALSNALLISON TRANSMISSION HLDGS I
$11.0M
NSCNORFOLK SOUTHN CORP
$11.0M
APOAPOLLO GLOBAL MGMT INC
$11.0M
COMPCOMPASS INC
$11.0M
AIZASSURANT INC
$11.0M
RRCRANGE RES CORP
$11.0M
VRTVERTIV HOLDINGS CO
$11.0M
VENVENTAS INC
$10.0M
CEPFCANTOR EQUITY PARTNERS IV IN
$10.0M
EOGEOG RES INC
$10.0M
WPCWP CAREY INC
$10.0M
CCIICOHEN CIRCLE ACQUISIT CORP I
$10.0M
AYIACUITY INC
$10.0M
GENIGENIUS SPORTS LIMITED
$10.0M
OTISOTIS WORLDWIDE CORP
$10.0M
MUSAMURPHY USA INC
$10.0M
GLGLOBE LIFE INC
$10.0M
MATXMATSON INC
$10.0M
UBSUBS GROUP AG
$10.0M
GTLSCHART INDS INC
$10.0M
SOLSSOLSTICE ADVANCED MATLS INC
$9.0M
BEAGBOLD EAGLE ACQUISITION CORP
$9.0M
BBARRICK MNG CORP
$9.0M
VICIVICI PPTYS INC
$9.0M
CNRCORE NATURAL RESOURCES INC
$9.0M
RHCRH PLC
$9.0M
CYBRCYBERARK SOFTWARE LTD
$9.0M
PKGPACKAGING CORP AMER
$9.0M
Page 1 of 9Next