LONE PEAK GLOBAL INVESTORS LLC
SEC Form 13F institutional filer · CIK 0001730467
13F-HR · 14 reported holdings · 2026-03-31
Reported long-US-equity value
$0.30B
Top-10 concentration
78.0%
LONE PEAK GLOBAL INVESTORS LLC — $303M AUM allocation strategy
LONE PEAK GLOBAL INVESTORS LLC files SEC Form 13F and reports $303M of long US equity value across 14 reported holdings for 2026-03-31.
Its largest sector bet is Health Care 37.5%, followed by Consumer Discretionary 17.5% and Industrials 14.5%.
The top 10 holdings account for 78% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
LONE PEAK GLOBAL INVESTORS LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$303M
total across 14 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
78% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$KDP +234K sh · +$4.82M+$UPS +91.1K sh · +$8.82M+$NKE +76.4K sh · +$1.13M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Health Care Distributors17.2%—
- Broadline Retail11.5%—
- Soft Drinks & Non-alcoholic Beverages9.0%—
- Air Freight & Logistics8.6%—
- Communications Equipment7.7%—
- Health Care Equipment7.6%—
- Movies & Entertainment6.9%—
- Transaction & Payment Processing Services6.9%—
- Other holdings24.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $HSIC | Henry Schein Inc | 377K | $27.8M | +7.31K | 9.2% |
| $KDP | Keurig Dr Pepper Inc | 1.03M | $27.2M | +234K | 9.0% |
| $UPS | United Parcel Service Inc | 266K | $26.1M | +91.1K | 8.6% |
| $CAH | Cardinal Health Inc | 114K | $24.1M | +1.45K | 8.0% |
| $CSCO | Cisco Systems Inc | 301K | $23.4M | +29.2K | 7.7% |
| $BDX | Becton Dickinson and Company | 147K | $23.1M | +39.8K | 7.6% |
| $AMZN | Amazon.com Inc | 106K | $22.1M | — | 7.3% |
| $DIS | Walt Disney Company | 218K | $21M | +61.1K | 6.9% |
| $GPN | Global Payments Inc | 308K | $20.7M | +28K | 6.9% |
| $SOLV | Solventum Corporation | 313K | $20.4M | +4.1K | 6.7% |
…and 4 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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