Back to funds

LONE PEAK GLOBAL INVESTORS LLC

hedge fundUpdated 31 days ago

Managed by Clifford Capital Partners Llc • Latest filing Q2 2026

Portfolio value
$726.6M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
24.1%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$324.9M
Q2 2023$345.8M
Q3 2023$343.2M
Q4 2023$387.7M
Q1 2024$393.8M
Q2 2024$459.7M
Q3 2024$502.1M
Q4 2024$482.3M
Q1 2025$486.1M
Q2 2025$524.5M
Q3 2025$578.6M
Q4 2025$588.5M
Q1 2026$600.4M
Q2 2026$726.6M

Top holdings

43 positions as of Q2 2026

View filing
C

CISCO SYS INC

Value
$37.5M
Shares
319.2K
% Port
5.16%
K
2.KDP

KEURIG DR PEPPER INC

Value
$35.9M
Shares
1.10M
% Port
4.95%
S

SOLVENTUM CORP

Value
$33.4M
Shares
433.1K
% Port
4.60%
H

SCHEIN HENRY INC

Value
$33.4M
Shares
400.0K
% Port
4.60%
C
5.CAH

CARDINAL HEALTH INC

Value
$28.8M
Shares
121.1K
% Port
3.96%
U
6.UPS

UNITED PARCEL SVCS INC

Value
$28.1M
Shares
261.0K
% Port
3.86%
O

OPENLANE INC

Value
$27.6M
Shares
668.7K
% Port
3.80%
A

AMAZON COM INC

Value
$26.9M
Shares
112.7K
% Port
3.70%
S

SANMINA CORP

Value
$26.3M
Shares
104.1K
% Port
3.62%
R
10.RKLB

ROCKET COS INC

Value
$25.8M
Shares
1.64M
% Port
3.56%
G
11.GPN

GLOBAL PMTS INC

Value
$23.7M
Shares
326.8K
% Port
3.26%
B
12.BDX

BECTON DICKINSON & CO

Value
$23.6M
Shares
156.1K
% Port
3.25%
D
13.DIS

DISNEY WALT CO

Value
$22.2M
Shares
231.1K
% Port
3.06%
C
14.CTBI

COMMUNITY TR BANCORP INC

Value
$21.7M
Shares
300.5K
% Port
2.99%
R
15.RTX

RTX CORPORATION

Value
$21.7M
Shares
114.6K
% Port
2.99%
H
16.HNI

HNI CORP

Value
$21.7M
Shares
536.7K
% Port
2.98%
K
17.KAI

KBR INC

Value
$19.6M
Shares
566.6K
% Port
2.69%
L
18.LKQ

LKQ CORP

Value
$19.2M
Shares
729.5K
% Port
2.64%
M
19.MSM

MSC INDL DIRECT INC

Value
$19.2M
Shares
161.4K
% Port
2.64%
E
20.ECG

EVERUS CONSTR GROUP

Value
$19.2M
Shares
115.4K
% Port
2.64%

Explore