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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 2025-12-31, filed 2026-02-17, with 42 holding rows worth $588,497,634.

Accession
0001730467-26-000001
Filer
CIK 1730467
Filed
2026-02-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 42 entries on the cover page, a total value of $588,497,634 stated on the cover page (in dollars after the unit check, H1), rows summing to $588,497,634 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
SCHEIN HENRY INC806407102COM370,103$27,972,385dollars as filed
SOLVENTUM CORP COM SHS83444M101Stock308,680$24,459,803dollars as filed
ROCKET COS INC77311W101COM CL A1,256,858$24,332,771dollars as filed
HNI CORP COM404251100Stock573,994$24,130,719dollars as filed
NCR ATLEOS CORPORATION63001N106COM SHS621,534$23,686,661dollars as filed
CARDINAL HEALTH INC14149Y108COM112,717$23,163,344dollars as filed
KEURIG DR PEPPER INC COM49271V100Stock800,492$22,421,781dollars as filed
DOLBY LABORATORIES INC COM CL A25659T107Stock347,520$22,317,752dollars as filed
GLOBAL PMTS INC37940X102COM280,146$21,683,344dollars as filed
Cisco Systems,Inc.17275R102COM271,873$20,942,377dollars as filed
BECTON DICKINSON & CO075887109COM107,312$20,826,040dollars as filed
Raytheon Technologies Corporation75513E101COM113,402$20,797,927dollars as filed
Johnson & Johnson478160104COM96,498$19,970,261dollars as filed
CHEMED CORP NEW16359R103COM46,472$19,883,510dollars as filed
PERDOCEO ED CORP71363P106COM653,257$19,160,028dollars as filed
REYNOLDS CONSUMER PRODS INC COM76171L106Stock817,856$18,745,260dollars as filed
OPENLANE INC48238T109COM613,398$18,266,992dollars as filed
Walt Disney Co254687106COM156,888$17,849,148dollars as filed
United Parcel Service,Inc. Class B911312106COM174,524$17,311,001dollars as filed
NIKE,Inc. Class B654106103COM266,620$16,986,360dollars as filed
GLACIER BANCORP INC NEW37637Q105COM372,472$16,407,397dollars as filed
THERMON GROUP HLDGS INC88362T103COM430,230$15,987,347dollars as filed
COMMUNITY TRUST BANCORP INC204149108COMMON STOCK280,318$15,837,967dollars as filed
EVERUS CONSTR GROUP COM300426103Stock183,330$15,685,715dollars as filed
SYSCOCORP871829107COM195,014$14,370,582dollars as filed
WEX INC96208T104COM95,326$14,201,667dollars as filed
EVERTEC INC30040P103COM434,427$12,637,481dollars as filed
EBAY INC. COM278642103Stock138,088$12,027,465dollars as filed
COLUMBIA BKG SYS INC197236102COM414,492$11,585,051dollars as filed
DELEK US HLDGS INC NEW COM24665A103Stock373,769$11,085,989dollars as filed
GREEN PLAINS INC393222104COM1,034,511$10,138,208dollars as filed
WARNER BROS DISCOVERY INC COM SER A934423104Stock225,305$6,493,290dollars as filed
CVB FINL CORP COM126600105Stock190,364$3,540,770dollars as filed
CHIRON REAL ESTATE INC37954A303REIT14,694$495,776dollars as filed
IES HOLDINGS INC44951W106COM1,164$452,819dollars as filed
KORNIT DIGITAL LTDM6372Q113SHS30,588$439,855dollars as filed
MSC INDL DIRECT INC CL A553530106Stock4,876$410,072dollars as filed
HANCOCK WHITNEY CORPORATION410120109COM6,307$401,630dollars as filed
CORE NATURAL RESOURCES INC218937100COM SHS4,437$392,719dollars as filed
DOUGLAS ELLIMAN INC25961D105COM156,829$371,685dollars as filed
AMC NETWORKS INC00164V103CL A34,196$325,546dollars as filed
BLOOMIN BRANDS INC094235108COM48,807$301,139dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001730467-26-000001this filing2026-02-17acceptance time not in the bulk data set