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Disclosery

13F-HR filed by LONE PEAK GLOBAL INVESTORS LLC

LONE PEAK GLOBAL INVESTORS LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 43 holding rows worth $578,631,020.

Accession
0001730467-25-000007
Filer
CIK 1730467
Filed
2025-11-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 43 entries on the cover page, a total value of $578,631,020 stated on the cover page (in dollars after the unit check, H1), rows summing to $578,631,020 with VALUE read as dollars as filed, 13F file number 028-18460. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SOLVENTUM CORP COM SHS83444M101Stock352,221$25,712,133dollars as filed
SCHEIN HENRY INC806407102COM373,745$24,805,456dollars as filed
NCR ATLEOS CORPORATION63001N106COM SHS628,054$24,688,803dollars as filed
Johnson & Johnson478160104COM129,674$24,044,153dollars as filed
BECTON DICKINSON & CO075887109COM123,310$23,079,933dollars as filed
HNI CORP COM404251100Stock474,051$22,209,289dollars as filed
GLACIER BANCORP INC NEW37637Q105COM454,969$22,143,341dollars as filed
DOLBY LABORATORIES INC COM CL A25659T107Stock304,311$22,022,987dollars as filed
CARDINAL HEALTH INC14149Y108COM134,046$21,039,860dollars as filed
CHEMED CORP NEW16359R103COM46,990$21,039,303dollars as filed
PERDOCEO ED CORP71363P106COM548,381$20,652,028dollars as filed
KEURIG DR PEPPER INC COM49271V100Stock808,361$20,621,289dollars as filed
OPENLANE INC48238T109COM710,902$20,459,760dollars as filed
REYNOLDS CONSUMER PRODS INC COM76171L106Stock823,446$20,149,724dollars as filed
WARNER BROS DISCOVERY INC COM SER A934423104Stock1,025,282$20,023,757dollars as filed
DELEK US HLDGS INC NEW COM24665A103Stock606,659$19,576,886dollars as filed
Raytheon Technologies Corporation75513E101COM114,600$19,176,018dollars as filed
NIKE,Inc. Class B654106103COM269,550$18,795,722dollars as filed
Cisco Systems,Inc.17275R102COM274,666$18,792,648dollars as filed
Walt Disney Co254687106COM158,621$18,162,105dollars as filed
SYSCOCORP871829107COM196,947$16,216,616dollars as filed
COMMUNITY TRUST BANCORP INC204149108COMMON STOCK283,410$15,856,790dollars as filed
ROCKET COS INC77311W101COM CL A811,859$15,733,827dollars as filed
EVERTEC INC30040P103COM436,707$14,751,962dollars as filed
United Parcel Service,Inc. Class B911312106COM175,860$14,689,586dollars as filed
COLUMBIA BKG SYS INC197236102COM551,892$14,205,700dollars as filed
EBAY INC. COM278642103Stock139,394$12,677,884dollars as filed
CVB FINL CORP COM126600105Stock665,285$12,580,539dollars as filed
EVERUS CONSTR GROUP COM300426103Stock135,764$11,641,763dollars as filed
BATH & BODY WORKS INC COM070830104Stock380,437$9,800,057dollars as filed
GREEN PLAINS INC393222104COM1,054,158$9,266,049dollars as filed
THERMON GROUP HLDGS INC88362T103COM16,224$433,505dollars as filed
WINMARK CORP974250102COM834$415,140dollars as filed
HANCOCK WHITNEY CORPORATION410120109COM6,369$398,763dollars as filed
CHIRON REAL ESTATE INC37954A303REIT11,190$377,215dollars as filed
MSC INDL DIRECT INC CL A553530106Stock3,996$368,191dollars as filed
ALLISON TRANSMISSION HLDGS I01973R101COM4,181$354,883dollars as filed
KORNIT DIGITAL LTDM6372Q113SHS23,581$318,344dollars as filed
DOUGLAS ELLIMAN INC25961D105COM105,433$301,538dollars as filed
IES HOLDINGS INC44951W106COM709$281,934dollars as filed
AMC NETWORKS INC00164V103CL A34,196$281,775dollars as filed
CORE NATURAL RESOURCES INC218937100COM SHS3,043$254,030dollars as filed
BLOOMIN BRANDS INC094235108COM32,041$229,734dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001730467-25-000007this filing2025-11-14acceptance time not in the bulk data set