LONE PEAK GLOBAL INVESTORS LLC

CIK
1730467
City
ALPINE
State / Country
UT

Top Portfolio Positions

42 positions · $600,442,326 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
HSIC
Henry Schein Inc
Healthcare
377,411 $27,815,190 4.63%
KDP
Keurig Dr Pepper Inc.
Consumer Defensive
1,034,558 $27,239,912 4.54%
UPS
United Parcel Service Inc
Industrials
265,658 $26,135,434 4.35%
OPLN
OPENLANE, Inc.
Consumer Cyclical
857,029 $24,982,395 4.16%
CAH
Cardinal Health Inc
Healthcare
114,162 $24,123,572 4.02%
CSCO
Cisco Systems, Inc.
Technology
301,042 $23,357,848 3.89%
BDX
Becton Dickinson & Co
Healthcare
147,068 $23,123,501 3.85%
AMZN
Amazon Com Inc
Consumer Cyclical
106,230 $22,124,522 3.68%
RKT
Rocket Companies, Inc.
Financial Services
1,544,720 $22,012,260 3.67%
KBR
Kbr, Inc.
Industrials
584,372 $21,539,951 3.59%

Portfolio Trend

25 quarters · across all stocks

Holdings in MSM

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Shares Held

Position Value (USD)

7 of 7 shown
Report Date Value (USD) Shares
2026-03-31 $15,796,162 171,195
2025-12-31 $410,071 4,876
2025-09-30 $368,191 3,996
2025-06-30 $339,739 3,996
2025-03-31 $250,252 3,222
2024-09-30 $646,826 7,516
2024-06-30 $248,478 3,133