Fund HoldingsLighthouse Investment Partners, LLC

Total Portfolio Value
$3.02B
Total Bought
$1.76B
Total Sold
$1.40B
Net Transaction
+$360.56M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
WELLS FARGO CO NEW(WFC)0811,052+811,052056,9681.88%+56,968
GALLAGHER ARTHUR J & CO(AJG)0185,305+185,305052,5991.74%+52,599
BANK AMERICA CORP01,004,431+1,004,431044,1451.46%+44,145
INVESCO EXCHANGE TRADED FD T(Call)
S&P500 EQL WGT
0179,200+179,200031,401+31,401
MASTERCARD INCORPORATED(MA)056,983+56,983030,0060.99%+30,006
DISCOVER FINL SVCS0169,035+169,035029,2820.97%+29,282
TRAVELERS COMPANIES INC(TRV)0119,130+119,130028,6970.95%+28,697
DEVON ENERGY CORP NEW(DVN)(Call)0750,000+750,000024,548+24,548
COCA COLA CO(KO)0475,425+475,425029,6000.98%+29,600
BARCLAYS PLC(Call)8,738,00016,525,000+7,787,00020,44744,287+23,840
MCDONALDS CORP(MCD)080,900+80,900023,4520.78%+23,452
STARBUCKS CORP(SBUX)0324,000+324,000029,5650.98%+29,565
JONES LANG LASALLE INC(JLL)085,429+85,429021,6250.72%+21,625
GENERAL MTRS CO(GM)0440,000+440,000023,4390.78%+23,439
TARGET CORP(TGT)0144,000+144,000019,4660.64%+19,466
GOLDMAN SACHS GROUP INC(GS)13,18045,338+32,1586,52625,9610.86%+19,436
FLOWSERVE CORP(FLS)144,140433,264+289,1247,45124,9210.82%+17,471
PNC FINL SVCS GROUP INC(PNC)089,650+89,650017,2890.57%+17,289
LAS VEGAS SANDS CORP(LVS)0331,473+331,473017,0240.56%+17,024
M & T BK CORP(MTB)088,091+88,091016,5620.55%+16,562
DEVON ENERGY CORP NEW(DVN)0470,000+470,000015,3830.51%+15,383
HANOVER INS GROUP INC(THG)097,874+97,874015,1370.50%+15,137
CONOCOPHILLIPS(COP)(Call)0150,000+150,000014,876+14,876
CONOCOPHILLIPS(COP)0150,000+150,000014,8760.49%+14,876
E L F BEAUTY INC(ELF)0115,049+115,049014,4440.48%+14,444
TOLL BROTHERS INC(TOL)0113,456+113,456014,2900.47%+14,290
MORGAN STANLEY(MS)0112,096+112,096014,0930.47%+14,093
APOLLO GLOBAL MGMT INC(APO)085,153+85,153014,0640.47%+14,064
LPL FINL HLDGS INC(LPLA)042,987+42,987014,0360.46%+14,036
ROYAL CARIBBEAN GROUP
COM
54,718102,072+47,3549,70523,5470.78%+13,842
BLACKROCK INC(BLK)013,374+13,374013,7100.45%+13,710
DIAMONDBACK ENERGY INC(FANG)080,000+80,000013,1060.43%+13,106
GLOBE LIFE INC0128,266+128,266014,3040.47%+14,304
RAYMOND JAMES FINL INC(RJF)083,162+83,162012,9180.43%+12,918
TRANSUNION(TRU)0138,185+138,185012,8110.42%+12,811
STATE STR CORP(STT)0125,422+125,422012,3100.41%+12,310
AMERICAN HEALTHCARE REIT INC(AHR)0425,000+425,000012,0790.40%+12,079
WESTERN ALLIANCE BANCORP(WAL)0177,303+177,303014,8120.49%+14,812
TPG INC(TPG)0188,611+188,611011,8520.39%+11,852
LAMB WESTON HLDGS INC(LW)0196,862+196,862013,1560.44%+13,156
STIFEL FINL CORP(SF)099,187+99,187010,5220.35%+10,522
BOEING CO(BA)059,142+59,142010,4680.35%+10,468
NASDAQ INC(NDAQ)0131,073+131,073010,1330.34%+10,133
ARES MANAGEMENT CORPORATION(ARES)057,207+57,207010,1270.34%+10,127
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)073,000+73,000013,4380.44%+13,438
ESSENT GROUP LTD(ESNT)0182,671+182,67109,9450.33%+9,945
TERRENO RLTY CORP(TRNO)0167,500+167,50009,9060.33%+9,906
AT&T INC(T)0429,642+429,64209,7830.32%+9,783
FEDEX CORP(FDX)034,578+34,57809,7280.32%+9,728
EXTRA SPACE STORAGE INC(EXR)065,000+65,00009,7240.32%+9,724
CRH PLC
ORD
0320,213+320,213029,6260.98%+29,626
SPIRIT AEROSYSTEMS HLDGS INC0282,560+282,56009,6300.32%+9,630
SUN CMNTYS INC(SUI)077,500+77,50009,5300.32%+9,530
AMERICOLD REALTY TRUST INC(COLD)0425,000+425,00009,0950.30%+9,095
EQUITY RESIDENTIAL(EQR)0126,000+126,00009,0420.30%+9,042
ANNALY CAPITAL MANAGEMENT IN0483,231+483,23108,8430.29%+8,843
SLM CORP(SLM)0318,036+318,03608,7710.29%+8,771
MICROSOFT CORP(MSFT)079,112+79,112033,3461.10%+33,346
RYAN SPECIALTY HOLDINGS INC(RYAN)0173,691+173,691011,1440.37%+11,144
CAMDEN PPTY TR(CPT)070,252+70,25208,1520.27%+8,152
BP PLC(BP)0270,000+270,00007,9810.26%+7,981
BLACKSTONE INC(BX)046,050+46,05007,9400.26%+7,940
BROADSTONE NET LEASE INC(BNL)0490,000+490,00007,7710.26%+7,771
CHEVRON CORP NEW(CVX)053,444+53,44407,7410.26%+7,741
HARTFORD FINL SVCS GROUP INC(HIG)0124,569+124,569013,6280.45%+13,628
PENTAIR PLC(PNR)152,000222,600+70,60014,86422,4020.74%+7,538
BREAD FINANCIAL HOLDINGS INC0123,208+123,20807,5230.25%+7,523
CAMPING WORLD HLDGS INC0353,580+353,58007,4530.25%+7,453
CELSIUS HLDGS INC(CELH)0281,713+281,71307,4200.25%+7,420
SUN LIFE FINANCIAL INC.(SLF)0122,919+122,91907,2950.24%+7,295
LIBERTY MEDIA CORP DEL(FWONA)078,413+78,41307,2660.24%+7,266
EVERCORE INC(EVR)026,176+26,17607,2560.24%+7,256
AMERICAN AIRLS GROUP INC(AAL)0415,000+415,00007,2330.24%+7,233
SPOTIFY TECHNOLOGY S A(SPOT)25,63037,279+11,6499,44516,6780.55%+7,232
VENTAS INC(VTR)0120,000+120,00007,0670.23%+7,067
ROBINHOOD MKTS INC(HOOD)0185,112+185,11206,8970.23%+6,897
BRANDYWINE RLTY TR01,222,868+1,222,86806,8480.23%+6,848
WESCO INTL INC(WCC)036,514+36,51406,6080.22%+6,608
APTIV PLC(APTV)0108,911+108,91106,5870.22%+6,587
HESS CORP075,921+75,921010,0980.33%+10,098
OVINTIV INC(OVV)0160,000+160,00006,4800.21%+6,480
BOSTON BEER INC(SAM)021,303+21,30306,3900.21%+6,390
ALTAIR ENGR INC067,162+67,16207,3280.24%+7,328
VITAL FARMS INC0167,478+167,47806,3120.21%+6,312
ANSYS INC023,017+23,01707,7640.26%+7,764
SIMON PPTY GROUP INC NEW(SPG)0115,000+115,000019,8040.66%+19,804
SHELL PLC(SHEL)0100,000+100,00006,2650.21%+6,265
FEDERAL RLTY INVT TR NEW(FRT)131,000190,000+59,00015,06121,2710.70%+6,209
CLOROX CO DEL(CLX)062,003+62,003010,0700.33%+10,070
CHURCHILL DOWNS INC(CHDN)045,928+45,92806,1330.20%+6,133
PVH CORPORATION(PVH)057,900+57,90006,1230.20%+6,123
AIR LEASE CORP
CL A
0129,261+129,26106,2320.21%+6,232
WILLIS TOWERS WATSON PLC LTD(WTW)018,939+18,93905,9320.20%+5,932
AMERICAN INTL GROUP INC0128,813+128,81309,3780.31%+9,378
HILTON WORLDWIDE HLDGS INC(HLT)031,589+31,58907,8080.26%+7,808
PROCTER AND GAMBLE CO(PG)034,146+34,14605,7250.19%+5,725
DICKS SPORTING GOODS INC(DKS)026,681+26,68106,1060.20%+6,106
VALERO ENERGY CORP(VLO)045,000+45,00005,5170.18%+5,517
REGAL REXNORD CORPORATION(RRX)039,000+39,00006,0500.20%+6,050
SMURFIT WESTROCK PLC(SW)0135,000+135,00007,2710.24%+7,271
Page 1 of 1