Allen Investment Management, LLC

Position in LITE — Lumentum Holdings Inc.

CIK 1326234 NEW YORK, NY

Position in LITE

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$21,192,365

New position

Shares Held

24,698

first reported quarter

Ownership

0.028%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#227

of 1,305 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Allen Investment Management, LLC holds $48,245,272 across 3 Communication Equipment names. LITE ranks #2 (43.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CIEN	Ciena Corp	51,513	$25,270,217
2	LITE	Lumentum Holdings Inc. This page	24,698	$21,192,365
3	CSCO	Cisco Systems, Inc.	15,177	$1,782,690

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,192,365	24,698	—	Shares	Defined	2026-08-05
No filing history on record for this holder in this stock.