Lighthouse Investment Partners, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.7T
Holdings
512
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (512 positions)
| Stock | Value |
|---|---|
S9QSPIRIT AEROSYSTEMS HLDGS INC | $7.4B |
CVXCHEVRON CORP NEW | $7.4B |
ORCLORACLE CORP | $7.4B |
NHINATIONAL HEALTH INVS INC | $7.3B |
SBACSBA COMMUNICATIONS CORP NEW | $7.3B |
FMCFMC CORP | $7.2B |
ROKROCKWELL AUTOMATION INC | $7.2B |
FLSFLOWSERVE CORP | $7.1B |
TSTENARIS S A | $7.1B |
TRUTRANSUNION | $7.1B |
UNPUNION PAC CORP | $7.1B |
PNRPENTAIR PLC | $6.9B |
EPRTESSENTIAL PPTYS RLTY TR INC | $6.9B |
ALSALLSTATE CORP | $6.9B |
XHRXENIA HOTELS & RESORTS INC | $6.9B |
TRVTRAVELERS COMPANIES INC | $6.8B |
WRBBERKLEY W R CORP | $6.7B |
CCCXUCHURCHILL CAP CORP X | $6.7B |
SYFSYNCHRONY FINANCIAL | $6.7B |
EXREXTRA SPACE STORAGE INC | $6.6B |
BABOEING CO | $6.6B |
SUISUN CMNTYS INC | $6.6B |
HLTHILTON WORLDWIDE HLDGS INC | $6.5B |
JXNJACKSON FINANCIAL INC | $6.5B |
ALLYALLY FINL INC | $6.4B |
ETNEATON CORP PLC | $6.4B |
GEGE AEROSPACE | $6.3B |
CHRDCHORD ENERGY CORPORATION | $6.3B |
RRXREGAL REXNORD CORPORATION | $6.3B |
SMASMARTSTOP SELF STORAG REIT I | $6.3B |
JENAJENA ACQUISITION CORP II | $6.2B |
IBKRINTERACTIVE BROKERS GROUP IN | $6.1B |
XYZBLOCK INC | $6.0B |
GENIGENIUS SPORTS LIMITED | $6.0B |
USBUS BANCORP DEL | $5.9B |
CRCRANE COMPANY | $5.9B |
HUBBHUBBELL INC | $5.9B |
IPGINTERPUBLIC GROUP COS INC | $5.8B |
CAVACAVA GROUP INC | $5.8B |
RALRALLIANT CORP | $5.7B |
RHPRYMAN HOSPITALITY PPTYS INC | $5.7B |
EVREVERCORE INC | $5.7B |
CMACOMERICA INC | $5.6B |
CGCARLYLE GROUP INC | $5.5B |
JLLJONES LANG LASALLE INC | $5.5B |
GPCGENUINE PARTS CO | $5.4B |
HMNHORACE MANN EDUCATORS CORP N | $5.4B |
ARESARES MANAGEMENT CORPORATION | $5.3B |
NTRSNORTHERN TR CORP | $5.3B |
PLDPROLOGIS INC. | $5.3B |
NSCNORFOLK SOUTHN CORP | $5.2B |
SKWDSKYWARD SPECIALTY INS GROUP | $5.2B |
PPGPPG INDS INC | $5.2B |
SKYCHAMPION HOMES INC | $5.2B |
CCCHEMOURS CO | $5.2B |
IRMIRON MTN INC DEL | $5.1B |
KKRKKR & CO INC | $5.1B |
N1UANEW ORIENTAL ED & TECHNOLOGY | $5.1B |
CVECENOVUS ENERGY INC | $5.1B |
WMTWALMART INC | $5.1B |
LVLNSPDR SERIES TRUST | $5.1B |
WF2WINTRUST FINL CORP | $5.1B |
VRTVERTIV HOLDINGS CO | $5.0B |
PTENPATTERSON-UTI ENERGY INC | $5.0B |
TACHTITAN ACQUISITION CORP | $5.0B |
FCXFREEPORT-MCMORAN INC | $5.0B |
METAMETA PLATFORMS INC | $5.0B |
SAIASAIA INC | $5.0B |
ACNACCENTURE PLC IRELAND | $5.0B |
GTLSCHART INDS INC | $5.0B |
VLTOVERALTO CORP | $5.0B |
BKRBAKER HUGHES COMPANY | $5.0B |
FRTFEDERAL RLTY INVT TR NEW | $5.0B |
CRWVCOREWEAVE INC | $4.9B |
PENNPENN ENTERTAINMENT INC | $4.8B |
FT2FIRST HORIZON CORPORATION | $4.8B |
FSLRFIRST SOLAR INC | $4.8B |
SFSTIFEL FINL CORP | $4.8B |
AZOAUTOZONE INC | $4.8B |
PJTPJT PARTNERS INC | $4.8B |
AITAPPLIED INDL TECHNOLOGIES IN | $4.8B |
JHXJAMES HARDIE INDS PLC | $4.7B |
DRHDIAMONDROCK HOSPITALITY CO | $4.7B |
WBAWALGREENS BOOTS ALLIANCE INC | $4.5B |
CTRACOTERRA ENERGY INC | $4.5B |
DOVDOVER CORP | $4.5B |
RNRRENAISSANCERE HLDGS LTD | $4.5B |
MCMOELIS & CO | $4.4B |
CPRTCOPART INC | $4.3B |
CYDCHINA YUCHAI INTL LTD | $4.3B |
BPBP PLC | $4.2B |
WDWALKER & DUNLOP INC | $4.2B |
COLBCOLUMBIA BKG SYS INC | $4.2B |
SPXCSPX TECHNOLOGIES INC | $4.2B |
RCLROYAL CARIBBEAN GROUP | $4.1B |
GMGENERAL MTRS CO | $4.1B |
EXEEXPAND ENERGY CORPORATION | $4.1B |
MLMMARTIN MARIETTA MATLS INC | $4.1B |
LLYELI LILLY & CO | $4.1B |
OECORION S.A. | $4.0B |