Lone Peak Global Investors LLC
43 holdingsFiling period: 2026-06-30Current AUM: $744.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CSCO | Cisco Sys Inc | 319.2K | $37.5M | $34.1M | 4.58% | +18.2K | 2026-06-30 |
| 2 | KDP | Keurig DR Pepper Inc | 1.10M | $35.9M | $38.0M | 5.11% | +63.6K | 2026-06-30 |
| 3 | SOLV | Solventum Corp | 433.1K | $33.4M | $37.4M | 5.03% | +120.4K | 2026-06-30 |
| 4 | HSIC | Schein Henry Inc | 400.0K | $33.4M | $33.9M | 4.55% | +22.5K | 2026-06-30 |
| 5 | CAH | Cardinal Health Inc | 121.1K | $28.8M | $31.2M | 4.19% | +6.9K | 2026-06-30 |
| 6 | UPS | United Parcel Svcs Inc | 261.0K | $28.1M | $25.7M | 3.46% | -4,664 | 2026-06-30 |
| 7 | OPLN | Openlane Inc | 668.7K | $27.6M | $25.2M | 3.39% | -188,323 | 2026-06-30 |
| 8 | AMZN | Amazon.com Inc | 112.7K | $26.9M | $29.6M | 3.98% | +6.4K | 2026-06-30 |
| 9 | SANM | Sanmina Corp | 104.1K | $26.3M | $17.7M | 2.37% | +5.9K | 2026-06-30 |
| 10 | RKT | Rocket Cos Inc | 1.64M | $25.8M | $18.4M | 2.48% | +95.3K | 2026-06-30 |
| 11 | GPN | Global Pmts Inc | 326.8K | $23.7M | $27.7M | 3.73% | +18.7K | 2026-06-30 |
| 12 | BDX | Becton Dickinson & Co | 156.1K | $23.6M | $30.3M | 4.07% | +9.1K | 2026-06-30 |
| 13 | DIS | Disney Walt Co | 231.1K | $22.2M | $25.8M | 3.47% | +13.0K | 2026-06-30 |
| 14 | CTBI | Community TR Bancorp Inc | 300.5K | $21.7M | $22.6M | 3.04% | +17.4K | 2026-06-30 |
| 15 | RTX | Rtx Corporation | 114.6K | $21.7M | $22.1M | 2.98% | +22.3K | 2026-06-30 |
| 16 | HNI | Hni Corp | 536.7K | $21.7M | $24.7M | 3.31% | -11,043 | 2026-06-30 |
| 17 | KBR | Kbr Inc | 566.6K | $19.6M | $20.9M | 2.81% | -17,778 | 2026-06-30 |
| 18 | LKQ | Lkq Corp | 729.5K | $19.2M | $15.7M | 2.11% | +319.1K | 2026-06-30 |
| 19 | MSM | Msc Indl Direct Inc | 161.4K | $19.2M | $20.9M | 2.81% | -9,778 | 2026-06-30 |
| 20 | ECG | Everus Constr Group | 115.4K | $19.2M | $12.2M | 1.64% | -7,899 | 2026-06-30 |
| 21 | CPRT | Copart Inc | 654.6K | $18.5M | $18.2M | 2.45% | -- | 2026-06-30 |
| 22 | COLB | Columbia Bkg Sys Inc | 569.2K | $18.2M | $16.5M | 2.22% | +31.9K | 2026-06-30 |
| 23 | WEX | Wex Inc | 127.1K | $17.9M | $23.5M | 3.16% | +34.8K | 2026-06-30 |
| 24 | CRM | Salesforce Inc | 113.1K | $17.7M | $27.4M | 3.68% | -- | 2026-06-30 |
| 25 | CHE | Chemed Corp New | 37.1K | $17.3M | $19.1M | 2.57% | +10.2K | 2026-06-30 |
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