1y return+27.0%S&P 500 +20.9%
3y return+54.6%S&P 500 +68.5%
5y return+35.3%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $191 against $280 in the S&P 500.2
Lone Peak Global Investors LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CSCOCisco Sys Inc | $37.5M | 5.2% | +6.0% |
| KDPKeurig Dr Pepper Inc | $35.9M | 4.9% | +6.2% |
| SOLVSolventum Corp | $33.4M | 4.6% | +38.5% |
| HSICSchein Henry Inc | $33.4M | 4.6% | +6.0% |
| CAHCardinal Health Inc | $28.8M | 4.0% | +6.1% |
| UPSUnited Parcel Svcs Inc | $28.1M | 3.9% | −1.8% |
| OPLNOpenlane Inc | $27.6M | 3.8% | −22.0% |
| AMZNAmazon Com Inc | $26.9M | 3.7% | +6.1% |
| SANMSanmina Corp | $26.3M | 3.6% | +6.1% |
| RKTRocket Cos Inc | $25.8M | 3.6% | +6.2% |
| GPNGlobal Pmts Inc | $23.7M | 3.3% | +6.1% |
| BDXBecton Dickinson & Co | $23.6M | 3.3% | +6.2% |
| DISDisney Walt Co | $22.2M | 3.1% | +6.0% |
| CTBICommunity Tr Bancorp Inc | $21.7M | 3.0% | +6.1% |
| RTXRtx Corporation | $21.7M | 3.0% | +24.2% |
| HNIHni Corp | $21.7M | 3.0% | −2.0% |
| KBRKbr Inc | $19.6M | 2.7% | −3.0% |
| LKQLkq Corp | $19.2M | 2.6% | +77.7% |
| MSMMsc Indl Direct Inc | $19.2M | 2.6% | −5.7% |
| ECGEverus Constr Group | $19.2M | 2.6% | −6.4% |
| CPRTCopart Inc | $18.5M | 2.5% | New |
| COLBColumbia Bkg Sys Inc | $18.2M | 2.5% | +5.9% |
| WEXWex Inc | $17.9M | 2.5% | +37.7% |
| CRMSalesforce Inc | $17.7M | 2.4% | New |
| CHEChemed Corp New | $17.3M | 2.4% | +38.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CAHCardinal Health Inc | June 30, 2021 | +316.1% | $28.8M |
| HWCHancock Whitney Corporation | September 30, 2020 | +297.2% | $514K |
| RTXRtx Corporation | June 30, 2020 | +207.9% | $21.7M |
| DKDelek Us Hldgs Inc New | September 30, 2024 | +171.0% | $12.5M |
| ECGEverus Constr Group | June 30, 2025 | +161.2% | $19.2M |
| CSCOCisco Sys Inc | June 30, 2020 | +151.8% | $37.5M |
| IESCIes Holdings Inc | June 30, 2025 | +148.0% | $596K |
| OPLNOpenlane Inc | September 30, 2024 | +144.3% | $27.6M |
| CTBICommunity Tr Bancorp Inc | June 30, 2020 | +120.9% | $21.7M |
| EBAYEbay Inc. | June 30, 2020 | +113.1% | $16.6M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.1% | +14.8% |
| March 31, 2026 | +0.6% | −4.6% |
| December 31, 2025 | +2.3% | +2.4% |
| September 30, 2025 | +8.2% | +7.8% |
| June 30, 2025 | +5.3% | +10.5% |
| March 31, 2025 | +0.0% | −4.6% |
| December 31, 2024 | −0.2% | +2.1% |
| September 30, 2024 | +11.7% | +5.4% |
| June 30, 2024 | −3.8% | +4.0% |
| March 31, 2024 | +0.8% | +10.0% |
| December 31, 2023 | +8.5% | +11.2% |
| September 30, 2023 | −1.6% | −3.6% |
| June 30, 2023 | +0.8% | +8.3% |
| March 31, 2023 | −5.7% | +7.0% |
| December 31, 2022 | +14.0% | +7.1% |
| September 30, 2022 | −6.7% | −5.3% |
| June 30, 2022 | −10.5% | −16.5% |
| March 31, 2022 | +1.1% | −4.9% |
| December 31, 2021 | +1.8% | +10.7% |
| September 30, 2021 | −6.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Lone Peak Global Investors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1730467&type=13F-HR&dateb=&owner=include&count=40CIK 1730467
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1730467/000173046726000005/Filed August 10, 2026 · accession 0001730467-26-000005