Lighthouse Investment Partners, LLC Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$2.2T

Holdings

272

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (272 positions)

StockValue
BABAALIBABA GROUP HLDG LTD
$410.3M
VALEVALE S A
$228.6M
SPYSPDR S&P 500 ETF TR
$88.6M
SCZISHARES TR
$50.3M
4I1PHILIP MORRIS INTL INC
$43.2M
LANDCADIA HOLDINGS IV INC
$32.0M
KOCOCA COLA CO
$30.5M
SJMSMUCKER J M CO
$30.4M
WMTWALMART INC
$24.9M
IYTISHARES TR
$24.7M
MSFTMICROSOFT CORP
$24.0M
BRXBRIXMOR PPTY GROUP INC
$21.5M
KMBKIMBERLY-CLARK CORP
$20.8M
KHCKRAFT HEINZ CO
$20.0M
STZCONSTELLATION BRANDS INC
$18.5M
EGPEASTGROUP PPTYS INC
$17.3M
TFCTRUIST FINL CORP
$16.9M
KDPKEURIG DR PEPPER INC
$16.7M
MDLZMONDELEZ INTL INC
$16.7M
VVISA INC
$16.4M
AWNADVANCE AUTO PARTS INC
$16.2M
AVTRAVANTOR INC
$16.2M
CRMSALESFORCE INC
$16.1M
SONYSONY GROUP CORP
$15.4M
MCXMCCORMICK & CO INC
$15.1M
ORCLORACLE CORP
$15.0M
DYHTARGET CORP
$14.8M
REXRREXFORD INDL RLTY INC
$14.6M
SPLKCHFSPLUNK INC
$14.0M
KRCKILROY RLTY CORP
$13.9M
HRHEALTHCARE RLTY TR
$12.9M
PNCPNC FINL SVCS GROUP INC
$12.7M
EQREQUITY RESIDENTIAL
$12.1M
NNNNNN REIT INC
$12.1M
FRFIRST INDL RLTY TR INC
$11.8M
FERGFERGUSON PLC NEW
$11.7M
CDPCOPT DEFENSE PROPERTIES
$11.5M
JACKJACK IN THE BOX INC
$11.4M
PFGCPERFORMANCE FOOD GROUP CO
$11.4M
LWLAMB WESTON HLDGS INC
$11.3M
USBUS BANCORP DEL
$11.1M
IRTINDEPENDENCE RLTY TR INC
$11.1M
GMGENERAL MTRS CO
$11.0M
REGREGENCY CTRS CORP
$10.5M
CNMCORE & MAIN INC
$10.1M
MCKMCKESSON CORP
$10.1M
PSAPUBLIC STORAGE
$10.1M
KRGKITE RLTY GROUP TR
$10.1M
HSTHOST HOTELS & RESORTS INC
$9.7M
TMUST-MOBILE US INC
$9.6M
OREALTY INCOME CORP
$9.2M
PKPARK HOTELS & RESORTS INC
$9.2M
SUISUN CMNTYS INC
$9.0M
LOWLOWES COS INC
$8.8M
EPREPR PPTYS
$8.5M
SCHWSCHWAB CHARLES CORP
$8.5M
AMHAMERICAN HOMES 4 RENT
$8.4M
ROICUSDRETAIL OPPORTUNITY INVTS COR
$8.4M
GTYGETTY RLTY CORP NEW
$8.3M
MATXMATSON INC
$8.1M
TCN1EURTRICON RESIDENTIAL INC
$7.8M
MTCHMATCH GROUP INC NEW
$7.7M
THCTENET HEALTHCARE CORP
$7.5M
LXPUSDLXP INDUSTRIAL TRUST
$7.4M
BACBANK AMERICA CORP
$7.4M
AMZNAMAZON COM INC
$7.4M
MARMARRIOTT INTL INC NEW
$7.3M
NTSTNETSTREIT CORP
$6.9M
STTSTATE STR CORP
$6.7M
ULTAULTA BEAUTY INC
$6.7M
CTRECARETRUST REIT INC
$6.5M
FOXAFOX CORP
$6.5M
DFSEURDISCOVER FINL SVCS
$6.5M
WELLWELLTOWER INC
$6.3M
CLCOLGATE PALMOLIVE CO
$6.3M
CZRCAESARS ENTERTAINMENT INC NE
$6.2M
LVLNSPDR SER TR
$6.2M
KNFKNIFE RIVER CORP
$6.1M
RHCRH PLC
$6.1M
OSKOSHKOSH CORP
$6.1M
UEURBAN EDGE PPTYS
$6.0M
NKENIKE INC
$6.0M
ALSALLSTATE CORP
$5.9M
SPGIS&P GLOBAL INC
$5.9M
NSANATIONAL STORAGE AFFILIATES
$5.8M
FLOFLOWERS FOODS INC
$5.8M
SPGSIMON PPTY GROUP INC NEW
$5.7M
HCAHCA HEALTHCARE INC
$5.7M
DLTRDOLLAR TREE INC
$5.7M
IWMISHARES TR
$5.6M
ARGXARGENX SE
$5.5M
XRTSPDR SER TR
$5.5M
HLTHILTON WORLDWIDE HLDGS INC
$5.5M
XOMEXXON MOBIL CORP
$5.4M
AXPAMERICAN EXPRESS CO
$5.3M
KBWBINVESCO EXCH TRADED FD TR II
$5.3M
BACVERIZON COMMUNICATIONS INC
$5.2M
CBRECBRE GROUP INC
$5.1M
CHTRCHARTER COMMUNICATIONS INC N
$5.1M
VRTVERTIV HOLDINGS CO
$5.0M
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