LONE PEAK GLOBAL INVESTORS LLC

Institutional manager (13F) · CIK 1730467

13F holdings · as of 2026-03-31 · top 42 · reported portfolio $600M

#	Issuer	Value	Shares
1	SCHEIN HENRY INC	$28M	377,411
2	KEURIG DR PEPPER INC	$27M	1,034,558
3	UNITED PARCEL SVCS INC	$26M	265,658
4	OPENLANE INC	$25M	857,029
5	CARDINAL HEALTH INC	$24M	114,162
6	CISCO SYS INC	$23M	301,042
7	BECTON DICKINSON & CO	$23M	147,068
8	AMAZON COM INC	$22M	106,230
9	ROCKET COS INC	$22M	1,544,720
10	KBR INC	$22M	584,372
11	PERDOCEO ED CORP	$21M	576,861
12	DISNEY WALT CO	$21M	218,009
13	GLOBAL PMTS INC	$21M	308,122
14	SOLVENTUM CORP	$20M	312,776
15	GLACIER BANCORP INC NEW	$20M	450,448
16	HNI CORP	$18M	547,715
17	NIKE INC	$18M	343,045
18	JOHNSON & JOHNSON	$18M	73,244
19	RTX CORPORATION	$18M	92,239
20	REYNOLDS CONSUMER PRODS INC	$17M	821,432
21	COMMUNITY TR BANCORP INC	$17M	283,116
22	MSC INDL DIRECT INC	$16M	171,195
23	EVERTEC INC	$16M	551,921
24	COLUMBIA BKG SYS INC	$15M	537,258
25	EVERUS CONSTR GROUP	$15M	123,336
26	WEX INC	$14M	92,257
27	EBAY INC.	$13M	139,865
28	SANMINA CORP	$13M	98,107
29	LKQ CORP	$12M	410,447
30	DELEK US HLDGS INC NEW	$10M	232,636
31	CHEMED CORP NEW	$10M	26,873
32	NCR ATLEOS CORPORATION	$10M	226,833
33	CORE NATURAL RESOURCES INC	$725k	6,926
34	PHOTRONICS INC	$672k	16,627
35	IES HOLDINGS INC	$651k	1,366
36	KORNIT DIGITAL LTD	$515k	35,161
37	CHIRON REAL ESTATE INC	$491k	14,851
38	HANCOCK WHITNEY CORPORATION	$429k	6,754
39	WORTHINGTON ENTERPRISES INC	$412k	7,907
40	AMC NETWORKS INC	$299k	43,996
41	BLOOMIN BRANDS INC	$266k	49,345
42	DOUGLAS ELLIMAN INC	$260k	158,518

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.