Lighthouse Investment Partners, LLC Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$2.4T
Holdings
301
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (301 positions)
| Stock | Value |
|---|---|
RHRH | $2.5B |
MHKMOHAWK INDS INC | $2.5B |
DELLDELL TECHNOLOGIES INC | $2.5B |
QRVOQORVO INC | $2.4B |
STMSTMICROELECTRONICS N V | $2.4B |
DRIDARDEN RESTAURANTS INC | $2.4B |
HPEHEWLETT PACKARD ENTERPRISE C | $2.4B |
AZEKAZEK CO INC | $2.4B |
CCLCARNIVAL CORP | $2.4B |
ALLEALLEGION PLC | $2.4B |
TMHCTAYLOR MORRISON HOME CORP | $2.4B |
ONON SEMICONDUCTOR CORP | $2.4B |
SAIASAIA INC | $2.4B |
OI*O-I GLASS INC | $2.3B |
TEXTEREX CORP NEW | $2.3B |
IMGNEURIMMUNOGEN INC | $2.3B |
BLDTOPBUILD CORP | $2.3B |
EWBCEAST WEST BANCORP INC | $2.2B |
VRTVERTIV HOLDINGS CO | $2.2B |
APTVAPTIV PLC | $2.2B |
GPIGROUP 1 AUTOMOTIVE INC | $2.1B |
RHPRYMAN HOSPITALITY PPTYS INC | $2.1B |
THCTENET HEALTHCARE CORP | $2.1B |
CFGCITIZENS FINL GROUP INC | $2.0B |
ADBEADOBE INC | $2.0B |
ROIVROIVANT SCIENCES LTD | $2.0B |
INTCINTEL CORP | $2.0B |
MLCOMELCO RESORTS AND ENTMNT LTD | $2.0B |
MARMARRIOTT INTL INC NEW | $2.0B |
GSKGSK PLC | $2.0B |
FMXFOMENTO ECONOMICO MEXICANO S | $1.9B |
ADIANALOG DEVICES INC | $1.9B |
LULULULULEMON ATHLETICA INC | $1.9B |
WFCWELLS FARGO CO NEW | $1.9B |
RHCRH PLC | $1.9B |
ARMKARAMARK | $1.9B |
WHRWHIRLPOOL CORP | $1.9B |
VFCV F CORP | $1.8B |
EMNEASTMAN CHEM CO | $1.8B |
JPMJPMORGAN CHASE & CO | $1.8B |
SPLKCHFSPLUNK INC | $1.7B |
GMS1EURGMS INC | $1.7B |
INSWINTERNATIONAL SEAWAYS INC | $1.7B |
TRVCCITIGROUP INC | $1.6B |
LEGNLEGEND BIOTECH CORP | $1.6B |
FLSFLOWSERVE CORP | $1.6B |
DENEURDENBURY INC | $1.6B |
ATMUATMUS FILTRATION TECHNOLOGIE | $1.6B |
LGIHLGI HOMES INC | $1.6B |
SLGNSILGAN HLDGS INC | $1.5B |
AVAAVISTA CORP | $1.4B |
MANMANPOWERGROUP INC WIS | $1.4B |
MASMASCO CORP | $1.4B |
CPRICAPRI HOLDINGS LIMITED | $1.4B |
FASTFASTENAL CO | $1.4B |
URAGLOBAL X FDS | $1.4B |
—NATIONAL INSTRS CORP | $1.3B |
NVTNVENT ELECTRIC PLC | $1.3B |
AMEDAMEDISYS INC | $1.3B |
MIDDMIDDLEBY CORP | $1.3B |
7SUSUMMIT MATLS INC | $1.2B |
—ENETI INC | $1.2B |
FWONALIBERTY MEDIA CORP DEL | $1.2B |
CSLCARLISLE COS INC | $1.2B |
GOOGALPHABET INC | $1.1B |
TLTISHARES TR | $1.1B |
—LESLIES INC | $1.1B |
KSSKOHLS CORP | $1.0B |
KVYOKLAVIYO INC | $1.0B |
OSKOSHKOSH CORP | $1.0B |
JCIJOHNSON CTLS INTL PLC | $1.0B |
CMCCOMMERCIAL METALS CO | $998.6M |
PVHPVH CORPORATION | $994.6M |
URBNURBAN OUTFITTERS INC | $980.7M |
HUBBHUBBELL INC | $971.6M |
HZNPHORIZON THERAPEUTICS PUB L | $933.7M |
CFCF INDS HLDGS INC | $736.2M |
RACEFERRARI N V | $697.1M |
FMSFRESENIUS MED CARE AG&CO KGA | $696.2M |
HTZHERTZ GLOBAL HLDGS INC | $612.5M |
WW6WW INTL INC | $553.5M |
TSEMTOWER SEMICONDUCTOR LTD | $533.9M |
TXNMPNM RES INC | $530.0M |
CMACOMERICA INC | $464.9M |
APDAIR PRODS & CHEMS INC | $462.2M |
ODDODDITY TECH LTD | $425.3M |
IPINTERNATIONAL PAPER CO | $410.8M |
XOMEXXON MOBIL CORP | $367.1M |
AGREURAVANGRID INC | $338.5M |
SQMSOCIEDAD QUIMICA Y MINERA DE | $336.0M |
ICEINTERCONTINENTAL EXCHANGE IN | $325.2M |
RIORIO TINTO PLC | $320.2M |
RKTROCKET COS INC | $301.7M |
FCXFREEPORT-MCMORAN INC | $280.7M |
UEOWESTLAKE CORPORATION | $267.8M |
SIMOSILICON MOTION TECHNOLOGY CO | $215.3M |
LPLALPL FINL HLDGS INC | $205.3M |
KEYKEYCORP | $204.6M |
QSIIEURNEXTGEN HEALTHCARE INC | $200.7M |
ABXBARRICK GOLD CORP | $173.8M |