LONE PEAK GLOBAL INVESTORS LLC
Q2 2026 13F filing
Updated 31 days ago43 disclosed positions worth $726.6M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CSCO CISCO SYS INC | $37.5M | 319.2K | 5.16% | — |
| 2 | K KDP KEURIG DR PEPPER INC | $35.9M | 1.10M | 4.95% | — |
| 3 | S SOLV SOLVENTUM CORP | $33.4M | 433.1K | 4.60% | — |
| 4 | H HSIC SCHEIN HENRY INC | $33.4M | 400.0K | 4.60% | — |
| 5 | C CAH CARDINAL HEALTH INC | $28.8M | 121.1K | 3.96% | — |
| 6 | U UPS UNITED PARCEL SVCS INC | $28.1M | 261.0K | 3.86% | — |
| 7 | O OPLN OPENLANE INC | $27.6M | 668.7K | 3.80% | — |
| 8 | A AMZN AMAZON COM INC | $26.9M | 112.7K | 3.70% | — |
| 9 | S SANM SANMINA CORP | $26.3M | 104.1K | 3.62% | — |
| 10 | R RKLB ROCKET COS INC | $25.8M | 1.64M | 3.56% | — |
| 11 | G GPN GLOBAL PMTS INC | $23.7M | 326.8K | 3.26% | — |
| 12 | B BDX BECTON DICKINSON & CO | $23.6M | 156.1K | 3.25% | — |
| 13 | D DIS DISNEY WALT CO | $22.2M | 231.1K | 3.06% | — |
| 14 | C CTBI COMMUNITY TR BANCORP INC | $21.7M | 300.5K | 2.99% | — |
| 15 | R RTX RTX CORPORATION | $21.7M | 114.6K | 2.99% | — |
| 16 | H HNI HNI CORP | $21.7M | 536.7K | 2.98% | — |
| 17 | K KAI KBR INC | $19.6M | 566.6K | 2.69% | — |
| 18 | L LKQ LKQ CORP | $19.2M | 729.5K | 2.64% | — |
| 19 | M MSM MSC INDL DIRECT INC | $19.2M | 161.4K | 2.64% | — |
| 20 | E ECG EVERUS CONSTR GROUP | $19.2M | 115.4K | 2.64% | — |
| 21 | C CPRT COPART INC | $18.5M | 654.6K | 2.54% | — |
| 22 | C COLB COLUMBIA BKG SYS INC | $18.2M | 569.2K | 2.51% | — |
| 23 | W WEST WEX INC | $17.9M | 127.1K | 2.47% | — |
| 24 | C CRM SALESFORCE INC | $17.7M | 113.1K | 2.44% | — |
| 25 | C CHE CHEMED CORP NEW | $17.3M | 37.1K | 2.38% | — |
| 26 | G GBCI GLACIER BANCORP INC NEW | $16.9M | 327.4K | 2.32% | — |
| 27 | J JNJ JOHNSON & JOHNSON | $16.8M | 66.1K | 2.31% | — |
| 28 | E EBAY EBAY INC. | $16.6M | 148.4K | 2.28% | — |
| 29 | E EVTC EVERTEC INC | $16.2M | 584.7K | 2.24% | — |
| 30 | N NKE NIKE INC | $14.9M | 363.9K | 2.06% | — |
| 31 | R REYN REYNOLDS CONSUMER PRODS INC | $14.9M | 555.7K | 2.05% | — |
| 32 | D DK DELEK US HLDGS INC NEW | $12.5M | 246.5K | 1.72% | — |
| 33 | P PLAB PHOTRONICS INC | $7.3M | 225.1K | 1.01% | — |
| 34 | X XRN-PB CHIRON REAL ESTATE INC | $707K | 18.9K | 0.10% | — |
| 35 | O OSG OCTAVE SPECIALTY GROUP INC | $672K | 107.7K | 0.09% | — |
| 36 | I IESC IES HOLDINGS INC | $596K | 811 | 0.08% | — |
| 37 | K KRNT KORNIT DIGITAL LTD | $586K | 36.1K | 0.08% | — |
| 38 | H HWCPZ HANCOCK WHITNEY CORPORATION | $514K | 6.9K | 0.07% | — |
| 39 | G GLW CORE NATURAL RESOURCES INC | $501K | 6.3K | 0.07% | — |
| 40 | B BLMN BLOOMIN BRANDS INC | $460K | 50.3K | 0.06% | — |
| 41 | A AMCX AMC GLOBAL MEDIA INC | $447K | 44.8K | 0.06% | — |
| 42 | W WOR WORTHINGTON ENTERPRISES INC | $433K | 8.1K | 0.06% | — |
| 43 | D DOUG DOUGLAS ELLIMAN INC | $286K | 161.4K | 0.04% | — |