Waterloo Capital, L.P.

Position in LITE — Lumentum Holdings Inc.

CIK 1730942 Austin, TX

Position in LITE

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$230,818

New position

Shares Held

269

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,049

of 1,305 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Waterloo Capital, L.P. holds $2,284,456 across 4 Communication Equipment names. LITE ranks #4 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	10,741	$1,261,637
2	MSI	Motorola Solutions, Inc.	1,183	$491,288
3	CIEN	Ciena Corp	613	$300,713
4	LITE	Lumentum Holdings Inc. This page	269	$230,818

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$230,818	269	—	Shares	Sole	2026-07-29
No filing history on record for this holder in this stock.