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Lone Peak Global Investors LLC

CIK 1730467 · latest 13F filed 10 August 2026 · Read the filing on EDGAR

Lone Peak Global Investors LLC reported 43 US-listed holdings worth $726.6 million in its 13F for the quarter ended 30 June 2026, filed 10 August 2026. Its largest: Cisco Systems, Inc. (5.2%), Keurig Dr Pepper Inc. (4.9%) and Solventum Corp. (4.6%). Against the quarter before, it opened 3 positions, added to 29, trimmed 11 and sold out of 2.

Filed before as Clifford Capital Partners LLC.

Reported holdings$726.6M+21.0% on Q1 2026
Positions43+1 on Q1 2026
The largest ten41.8%of its reported holdings
Latest 13FQ2 2026filed 10 August 2026
Where the money is
Added toTrimmed
CSCO5.2%KDP4.9%SOLV4.6%HSIC4.6%CAH4.0%UPS3.9%OPLN3.8%AMZN3.7%SANM3.6%RKT3.6%GPN3.3%BDX3.3%DIS3.1%CTBI3.0%29 more45.6%

The 14 largest of its 43 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $502.1 million in 55 positions$502MQ3 24Q4 2024: $482.3 million in 47 positions$482MQ4 24Q1 2025: $486.1 million in 45 positions$486MQ1 25Q2 2025: $524.5 million in 46 positions$525MQ2 25Q3 2025: $578.6 million in 43 positions$579MQ3 25Q4 2025: $588.5 million in 42 positions$588MQ4 25Q1 2026: $600.4 million in 42 positions$600MQ1 26Q2 2026: $726.6 million in 43 positions$727MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +33.5% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +33.5%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 3Added 29Trimmed 11Sold out 2
Opened: 3Added: 29Trimmed: 11Sold out: 2

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 3

  1. Copart Inc. CPRT$18.5 million
  2. Salesforce, Inc. CRM$17.7 million
  3. Ambac Finl Group Inc. OSG$671,898

Added to 29

  1. Solventum Corp. SOLV+120,352 shares · +38%
  2. LKQ Corp. LKQ+319,091 shares · +78%
  3. Photronics Inc. PLAB+208,458 shares · +1254%
  4. WEX Inc. WEX+34,805 shares · +38%
  5. Chemed Corp. CHE+10,226 shares · +38%
  6. RTX Corp. RTX+22,322 shares · +24%
  7. Cisco Systems, Inc. CSCO+18,182 shares · +6%
  8. Keurig Dr Pepper Inc. KDP+63,646 shares · +6%

and 21 more in the table below

Trimmed 11

  1. Openlane, Inc. OPLN-188,323 shares · -22%
  2. Reynolds Consumer Products Inc. REYN-265,719 shares · -32%
  3. Glacier Bancorp, Inc. GBCI-123,045 shares · -27%
  4. Johnson & Johnson JNJ-7,153 shares · -10%
  5. Everus Construction Group, Inc. ECG-7,899 shares · -6%
  6. MSC Industrial Direct Co. Inc. MSM-9,778 shares · -6%
  7. Kbr, Inc. KBR-17,778 shares · -3%
  8. United Parcel Service Inc. UPS-4,664 shares · -2%

and 3 more in the table below

Sold out of 2

  1. Perdoceo Education Corp. PRDO$21.5 million last quarter
  2. NCR Atleos Corp. NATL$9.9 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Cisco Systems, Inc. CSCO319.2K$37.5 million5.16%+18.2K
Keurig Dr Pepper Inc. KDP1.1M$35.9 million4.95%+63.6K
Solventum Corp. SOLV433.1K$33.4 million4.60%+120.4K
Henry Schein Inc. HSIC400.0K$33.4 million4.60%+22.5K
Cardinal Health Inc. CAH121.1K$28.8 million3.96%+6.9K
United Parcel Service Inc. UPS261.0K$28.1 million3.86%-4.7K
Openlane, Inc. OPLN668.7K$27.6 million3.80%-188.3K
Amazon.com Inc. AMZN112.7K$26.9 million3.70%+6.4K
Sanmina Corp. SANM104.1K$26.3 million3.62%+5.9K
Rocket Companies, Inc. RKT1.6M$25.8 million3.56%+95.3K
Global Payments Inc. GPN326.8K$23.7 million3.26%+18.7K
Becton Dickinson & Co. BDX156.1K$23.6 million3.25%+9.1K
Walt Disney Co. DIS231.1K$22.2 million3.06%+13.0K
Community Trust Bancorp Inc. CTBI300.5K$21.7 million2.99%+17.4K
RTX Corp. RTX114.6K$21.7 million2.99%+22.3K
HNI Corp. HNI536.7K$21.7 million2.98%-11.0K
Kbr, Inc. KBR566.6K$19.6 million2.69%-17.8K
LKQ Corp. LKQ729.5K$19.2 million2.64%+319.1K
MSC Industrial Direct Co. Inc. MSM161.4K$19.2 million2.64%-9.8K
Everus Construction Group, Inc. ECG115.4K$19.2 million2.64%-7.9K
Copart Inc. CPRT654.6K$18.5 million2.54%new
Columbia Banking System, Inc. COLB569.2K$18.2 million2.51%+31.9K
WEX Inc. WEX127.1K$17.9 million2.47%+34.8K
Salesforce, Inc. CRM113.1K$17.7 million2.44%new
Chemed Corp. CHE37.1K$17.3 million2.38%+10.2K
Glacier Bancorp, Inc. GBCI327.4K$16.9 million2.32%-123.0K
Johnson & Johnson JNJ66.1K$16.8 million2.31%-7.2K
Ebay Inc. EBAY148.4K$16.6 million2.28%+8.5K
Evertec, Inc. EVTC584.7K$16.2 million2.24%+32.8K
Nike, Inc. NKE363.9K$14.9 million2.06%+20.8K
Reynolds Consumer Products Inc. REYN555.7K$14.9 million2.05%-265.7K
Delek US Holdings, Inc. DK246.5K$12.5 million1.72%+13.9K
Photronics Inc. PLAB225.1K$7.3 million1.01%+208.5K
Global Med REIT Inc. XRN18.9K$707,3270.10%+4.0K
Ambac Finl Group Inc. OSG107.7K$671,8980.09%new
IES Holdings, Inc. IESC811$595,8090.08%-555
Kornit Digital Ltd KRNT36.1K$586,1210.08%+908
Hancock Whitney Corp. HWC6.9K$514,2980.07%+129
Core Natural Resources, Inc. CNR6.3K$500,9250.07%-666
Bloomin Brands Inc. BLMN50.3K$459,5230.06%+931
Amc Networks Inc. AMCX44.8K$447,3930.06%+833
Worthington Enterprises, Inc. WOR8.1K$433,3060.06%+153
Douglas Elliman Inc. Com DOUG161.4K$285,7450.04%+2.9K
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 2 it sold out of are in the box above.