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 PRDO

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Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $21,464,997 576,861
2025-12-31 $19,160,027 653,257
2025-09-30 $20,652,028 548,381
2025-06-30 $21,866,569 668,907
2025-03-31 $16,346,100 649,170
2024-12-31 $12,713,593 480,302
2024-09-30 $14,131,340 635,402
2024-06-30 $14,054,433 656,136
2024-03-31 $11,860,375 675,420
2023-12-31 $11,488,015 654,215
2023-09-30 $10,951,934 640,464
2023-06-30 $9,270,978 755,581
2023-03-31 $10,181,121 758,088
2022-12-31 $10,225,409 735,641
2022-09-30 $6,144,114 596,516
2022-06-30 $7,003,834 594,553
2022-03-31 $4,570,291 398,109
2021-12-31 $3,422,442 291,024
2021-09-30 $2,609,808 247,141
2021-06-30 $2,860,897 233,162
2021-03-31 $1,631,977 136,453
2020-12-31 $5,035,164 398,667
2020-09-30 $4,727,271 386,215
2020-06-30 $6,091,647 382,401
2020-03-31 $2,840,467 263,250