Clifford Capital Partners

Latest statistics and disclosures from Lone Peak Global Investors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are CSCO, KDP, SOLV, HSIC, CAH, and represent 23.26% of Lone Peak Global Investors's stock portfolio.
  • Added to shares of these 10 stocks: CPRT (+$19M), CRM (+$18M), SOLV (+$9.3M), LKQ (+$8.4M), PLAB (+$6.8M), WEX, CHE, RTX, CSCO, KDP.
  • Started 3 new stock positions in CPRT, CRM, OSG.
  • Reduced shares in these 10 stocks: PRDO (-$22M), NATL (-$9.9M), OPLN (-$7.8M), REYN (-$7.1M), GBCI (-$6.3M), JNJ, ECG, MSM, KBR, UPS.
  • Sold out of its positions in NATL, PRDO.
  • Lone Peak Global Investors was a net buyer of stock by $39M.
  • Lone Peak Global Investors has $727M in assets under management (AUM), dropping by 21.01%.
  • Central Index Key (CIK): 0001730467

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Portfolio Holdings for Lone Peak Global Investors

Lone Peak Global Investors holds 43 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cisco Systems (CSCO) 5.2 $38M +6% 319k 117.46
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Keurig Dr Pepper (KDP) 4.9 $36M +6% 1.1M 32.73
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Solventum Corp Com Shs (SOLV) 4.6 $33M +38% 433k 77.15
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Henry Schein (HSIC) 4.6 $33M +5% 400k 83.52
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Cardinal Health (CAH) 4.0 $29M +6% 121k 237.56
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United Parcel Svcs CL B (UPS) 3.9 $28M 261k 107.50
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KAR Auction Services (OPLN) 3.8 $28M -21% 669k 41.24
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Amazon (AMZN) 3.7 $27M +6% 113k 238.34
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Sanmina (SANM) 3.6 $26M +6% 104k 253.08
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Rocket Cos Com Cl A (RKT) 3.6 $26M +6% 1.6M 15.75
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Global Payments (GPN) 3.3 $24M +6% 327k 72.56
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Becton, Dickinson and (BDX) 3.3 $24M +6% 156k 151.33
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Walt Disney Company (DIS) 3.1 $22M +5% 231k 96.25
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Community Trust Ban (CTBI) 3.0 $22M +6% 301k 72.36
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Raytheon Technologies Corp (RTX) 3.0 $22M +24% 115k 189.73
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HNI Corporation (HNI) 3.0 $22M -2% 537k 40.41
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KBR (KBR) 2.7 $20M -3% 567k 34.53
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LKQ Corporation (LKQ) 2.6 $19M +77% 730k 26.33
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Msc Indl Direct Cl A (MSM) 2.6 $19M -5% 161k 118.95
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Everus Constr Group (ECG) 2.6 $19M -6% 115k 165.95
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Copart (CPRT) 2.5 $19M NEW 655k 28.19
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Columbia Banking System (COLB) 2.5 $18M +5% 569k 32.05
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Wright Express (WEX) 2.5 $18M +37% 127k 141.09
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salesforce (CRM) 2.4 $18M NEW 113k 156.66
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Chemed Corp Com Stk (CHE) 2.4 $17M +38% 37k 465.74
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Glacier Ban (GBCI) 2.3 $17M -27% 327k 51.58
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Johnson & Johnson (JNJ) 2.3 $17M -9% 66k 253.97
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eBay (EBAY) 2.3 $17M +6% 148k 111.75
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Evertec (EVTC) 2.2 $16M +5% 585k 27.78
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Nike CL B (NKE) 2.1 $15M +6% 364k 41.05
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Reynolds Consumer Prods (REYN) 2.1 $15M -32% 556k 26.85
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Delek Us Holdings (DK) 1.7 $13M +5% 247k 50.81
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Photronics (PLAB) 1.0 $7.3M +1253% 225k 32.53
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Chiron Real Estate Com New (XRN) 0.1 $707k +26% 19k 37.52
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Octave Specialty Group Com New (OSG) 0.1 $672k NEW 108k 6.24
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Ies Hldgs (IESC) 0.1 $596k -40% 811.00 734.66
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Kornit Digital SHS (KRNT) 0.1 $586k +2% 36k 16.25
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Hancock Holding Company (HWC) 0.1 $514k 6.9k 74.72
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Core Natural Resources Com Shs (CNR) 0.1 $501k -9% 6.3k 80.02
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Bloomin Brands (BLMN) 0.1 $460k 50k 9.14
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Amc Global Media Cl A (AMCX) 0.1 $447k 45k 9.98
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Worthington Industries (WOR) 0.1 $433k 8.1k 53.76
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Douglas Elliman (DOUG) 0.0 $286k 161k 1.77
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Past Filings by Lone Peak Global Investors

SEC 13F filings are viewable for Lone Peak Global Investors going back to 2017

View all past filings