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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 2026-06-30, filed 2026-08-10, with 43 holding rows worth $726,575,314.

Accession
0001730467-26-000005
Filer
CIK 1730467
Filed
2026-08-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 43 entries on the cover page, a total value of $726,575,314 stated on the cover page (in dollars after the unit check, H1), rows summing to $726,575,314 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
Cisco Systems,Inc.17275R102COM319,224$37,496,051dollars as filed
KEURIG DR PEPPER INC COM49271V100Stock1,098,204$35,944,217dollars as filed
SOLVENTUM CORP COM SHS83444M101Stock433,128$33,415,825dollars as filed
SCHEIN HENRY INC806407102COM399,954$33,404,158dollars as filed
CARDINAL HEALTH INC14149Y108COM121,090$28,766,140dollars as filed
United Parcel Service,Inc. Class B911312106COM260,994$28,056,855dollars as filed
OPENLANE INC48238T109COM668,706$27,577,435dollars as filed
Amazon.com, Inc023135106COM112,671$26,854,006dollars as filed
SANMINA CORP COM801056102Stock104,055$26,334,239dollars as filed
ROCKET COS INC77311W101COM CL A1,639,991$25,829,858dollars as filed
GLOBAL PMTS INC37940X102COM326,833$23,715,050dollars as filed
BECTON DICKINSON & CO075887109COM156,130$23,627,226dollars as filed
Walt Disney Co254687106COM231,050$22,238,562dollars as filed
COMMUNITY TRUST BANCORP INC204149108COMMON STOCK300,504$21,744,469dollars as filed
Raytheon Technologies Corporation75513E101COM114,561$21,735,659dollars as filed
HNI CORP COM404251100Stock536,672$21,686,916dollars as filed
KBR INC COM48242W106Stock566,594$19,564,491dollars as filed
LKQ CORP COM501889208Stock729,538$19,208,736dollars as filed
MSC INDL DIRECT INC CL A553530106Stock161,417$19,200,552dollars as filed
EVERUS CONSTR GROUP COM300426103Stock115,437$19,156,770dollars as filed
COPART INC COM217204106Stock654,606$18,453,343dollars as filed
COLUMBIA BKG SYS INC197236102COM569,183$18,242,318dollars as filed
WEX INC96208T104COM127,062$17,927,178dollars as filed
Salesforce.com, Inc79466L302COM113,078$17,714,799dollars as filed
CHEMED CORP NEW16359R103COM37,099$17,278,516dollars as filed
GLACIER BANCORP INC NEW37637Q105COM327,403$16,887,447dollars as filed
Johnson & Johnson478160104COM66,091$16,785,131dollars as filed
EBAY INC. COM278642103Stock148,361$16,579,408dollars as filed
EVERTEC INC30040P103COM584,685$16,242,549dollars as filed
NIKE,Inc. Class B654106103COM363,889$14,937,643dollars as filed
REYNOLDS CONSUMER PRODS INC COM76171L106Stock555,713$14,920,894dollars as filed
DELEK US HLDGS INC NEW COM24665A103Stock246,497$12,524,513dollars as filed
PHOTRONICS INC719405102COM225,085$7,322,015dollars as filed
CHIRON REAL ESTATE INC37954A303REIT18,852$707,327dollars as filed
OCTAVE SPECIALTY GROUP INC023139884COM NEW107,676$671,898dollars as filed
IES HOLDINGS INC44951W106COM811$595,809dollars as filed
KORNIT DIGITAL LTDM6372Q113SHS36,069$586,121dollars as filed
HANCOCK WHITNEY CORPORATION410120109COM6,883$514,298dollars as filed
CORE NATURAL RESOURCES INC218937100COM SHS6,260$500,925dollars as filed
BLOOMIN BRANDS INC094235108COM50,276$459,523dollars as filed
AMC NETWORKS INC00164V103CL A44,829$447,393dollars as filed
WORTHINGTON ENTERPRISES INC981811102COM8,060$433,306dollars as filed
DOUGLAS ELLIMAN INC25961D105COM161,438$285,745dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001730467-26-000005this filing2026-08-10acceptance time not in the bulk data set