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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Lighthouse Investment Partners, LLC

Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001172661-23-003111

Total Value
$1.88B
Positions
278
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (278)

#IssuerTicker / CUSIPSharesValue% of Filing
1ALIBABA GROUP HLDG LTDBBAAY3,273,600$272.9M14.52%
2VALE S AVALE5,098,100$68.4M3.64%
3SPDR S&P 500 ETF TRSPY142,500$63.2M3.36%
4PHILIP MORRIS INTL INC718172109558,187$54.5M2.90%
5ALIBABA GROUP HLDG LTDBBAAY580,000$48.3M2.57%
6PROCTER AND GAMBLE CO742718109303,058$46.0M2.45%
7ALLIANT ENERGY CORPLNT593,167$31.1M1.66%
8INVESCO QQQ TRIVZ75,000$27.7M1.47%
9AMEREN CORPAEE307,384$25.1M1.34%
10DOLLAR GEN CORP NEW256677105147,812$25.1M1.34%
11XCEL ENERGY INCXELLL402,220$25.0M1.33%
12ISHARES TR464287655130,000$24.3M1.30%
13ULTA BEAUTY INCULTA48,600$22.9M1.22%
14COCA-COLA EUROPACIFIC PARTNECCEP319,200$20.6M1.09%
15BROWN FORMAN CORPBF-B306,111$20.4M1.09%
16MONDELEZ INTL INC609207105280,000$20.4M1.09%
17HERSHEY COHSY79,800$19.9M1.06%
18EQUITY RESIDENTIALEQR300,000$19.8M1.05%
19BRIXMOR PPTY GROUP INC11120U105875,000$19.3M1.02%
20EXTRA SPACE STORAGE INCEXR127,398$19.0M1.01%
21SEMPRASREA123,668$18.0M0.96%
22AGREE RLTY CORP008492100270,000$17.7M0.94%
23REGENCY CTRS CORP758849103275,000$17.0M0.90%
24POST HLDGS INCPOST194,250$16.8M0.90%
25VALE S AVALE1,251,130$16.8M0.89%
26EXELON CORPEXC411,293$16.8M0.89%
27FIRSTENERGY CORPFE396,575$15.4M0.82%
28CAMPBELL SOUP COCPB331,500$15.2M0.81%
29CMS ENERGY CORPCMS-PC245,755$14.4M0.77%
30MOLSON COORS BEVERAGE COTAP-A210,000$13.8M0.74%
31MICROSOFT CORPMSFT37,369$12.7M0.68%
32AMERICAN WTR WKS CO INC NEW03042010387,865$12.5M0.67%
33MCDONALDS CORPMCD41,718$12.4M0.66%
34COSTCO WHSL CORP NEW22160K10522,250$12.0M0.64%
35BURLINGTON STORES INCBURL74,450$11.7M0.62%
36VANGUARD INTL EQUITY INDEX F922042742112,700$10.9M0.58%
37BALL CORPBALL184,500$10.7M0.57%
38LXP INDUSTRIAL TRUSTLXP-PC1,100,000$10.7M0.57%
39NETSTREIT CORPNTST595,000$10.6M0.57%
40PUBLIC SVC ENTERPRISE GRP IN744573106168,157$10.5M0.56%
41HOST HOTELS & RESORTS INCHST625,000$10.5M0.56%
42ESSENTIAL PPTYS RLTY TR INC29670E107445,000$10.5M0.56%
43MCCORMICK & CO INCMKC-V120,000$10.5M0.56%
44HIGHWOODS PPTYS INC431284108425,000$10.2M0.54%
45NEW JERSEY RES CORPNJR210,621$9.9M0.53%
46BANK AMERICA CORP060505104332,499$9.5M0.51%
47CONSTELLATION BRANDS INCSTZ38,100$9.4M0.50%
48MATCH GROUP INC NEWMTCH222,500$9.3M0.50%
49INDEPENDENCE RLTY TR INC45378A106500,000$9.1M0.48%
50AMERICAN ELEC PWR CO INC025537101108,162$9.1M0.48%
51LAS VEGAS SANDS CORPLVS150,000$8.7M0.46%
52HEALTHPEAK PROPERTIES INCDOC425,000$8.5M0.45%
53EQUINIX INCEQIX10,649$8.3M0.44%
54VISA INCV33,416$7.9M0.42%
55ORACLE CORPORCL-PD65,958$7.9M0.42%
56KITE RLTY GROUP TR49803T300350,000$7.8M0.42%
57EDISON INTL281020107112,542$7.8M0.42%
58EASTGROUP PPTYS INC27727610145,000$7.8M0.42%
59TANGER FACTORY OUTLET CTRS ISKT350,000$7.7M0.41%
60SPDR SER TR78464A714120,000$7.7M0.41%
61KEURIG DR PEPPER INCKDP239,543$7.5M0.40%
62FOMENTO ECONOMICO MEXICANO S34441910665,406$7.2M0.39%
63KILROY RLTY CORP49427F108235,000$7.1M0.38%
64CHUBB LIMITEDCB36,220$7.0M0.37%
65REXFORD INDL RLTY INC76169C100129,682$6.8M0.36%
66ALLETE INC018522300113,674$6.6M0.35%
67ISHARES TR46428773975,000$6.5M0.35%
68CARETRUST REIT INCCTRE325,000$6.5M0.34%
69OGE ENERGY CORPOGE179,368$6.4M0.34%
70VICI PPTYS INC925652109200,000$6.3M0.33%
71SIMPLY GOOD FOODS COSMPL171,413$6.3M0.33%
72VALE S AVALE463,500$6.2M0.33%
73AMERICAN HOMES 4 RENTAMH-PG175,000$6.2M0.33%
74URBAN EDGE PPTYS91704F104400,000$6.2M0.33%
75LAM RESEARCH CORPLRCX9,592$6.2M0.33%
76RHRH18,700$6.2M0.33%
77TREEHOUSE FOODS INC89469A104122,187$6.2M0.33%
78MATCH GROUP INC NEWMTCH143,900$6.0M0.32%
79T-MOBILE US INCTMUSZ42,568$5.9M0.31%
80VENTAS INCVTR125,000$5.9M0.31%
81FOX CORPFOX172,973$5.9M0.31%
82CLOROX CO DELCLX36,750$5.8M0.31%
83OREILLY AUTOMOTIVE INC67103H1076,100$5.8M0.31%
84META PLATFORMS INCMETA20,000$5.7M0.31%
85AVALONBAY CMNTYS INCAWX30,000$5.7M0.30%
86APPLIED MATLS INC03822210539,133$5.7M0.30%
87STMICROELECTRONICS N VSTMEF110,739$5.5M0.29%
88ACTIVISION BLIZZARD INC00507V10964,482$5.4M0.29%
89NEWMONT CORPNEMCL126,520$5.4M0.29%
90RHRH16,300$5.4M0.29%
91LANDCADIA HOLDINGS IV INC51477A112500,000$5.1M0.27%
92LAUDER ESTEE COS INC51843910425,400$5.0M0.27%
93AMERICOLD REALTY TRUST INCCOLD150,000$4.8M0.26%
94PG&E CORPPCG-PX278,384$4.8M0.26%
95CORPORATE OFFICE PPTYS TRCDP200,000$4.8M0.25%
96DIGITAL RLTY TR INC25386810340,000$4.6M0.24%
97SUNSTONE HOTEL INVS INC NEW867892101450,000$4.6M0.24%
98VORNADO RLTY TR929042109250,000$4.5M0.24%
99AZENTA INCAZTA97,000$4.5M0.24%
100RYMAN HOSPITALITY PPTYS INC78377T10748,219$4.5M0.24%
101DELL TECHNOLOGIES INCDELL82,719$4.5M0.24%
102WYNDHAM HOTELS & RESORTS INCWH65,000$4.5M0.24%
103JABIL INCJBL40,310$4.4M0.23%
104LAS VEGAS SANDS CORPLVS75,000$4.3M0.23%
105STANTEC INCSTN65,580$4.3M0.23%
106TAPESTRY INCTPR100,000$4.3M0.23%
107ONEOK INC NEWOKE68,112$4.2M0.22%
108ANALOG DEVICES INCADI21,029$4.1M0.22%
109ACADEMY SPORTS & OUTDOORS INASO75,000$4.1M0.22%
110ALBERTSONS COS INC013091103185,000$4.0M0.21%
111EQUITY LIFESTYLE PPTYS INC29472R10860,000$4.0M0.21%
112SOUTHERN COSOMN55,653$3.9M0.21%
113NETFLIX INCNFLX8,783$3.9M0.21%
114LULULEMON ATHLETICA INCLULU10,000$3.8M0.20%
115AVISTA CORPAVA96,104$3.8M0.20%
116MANPOWERGROUP INC WISMAN47,314$3.8M0.20%
117FERGUSON PLC NEWG3421J10623,750$3.7M0.20%
118SALESFORCE INCCRM17,528$3.7M0.20%
119MADISON SQUARE GARDEN ENTMT558256103110,000$3.7M0.20%
120EMERSON ELEC COEMR40,500$3.7M0.19%
121TRICON RESIDENTIAL INC89612W102410,000$3.6M0.19%
122FORTIVE CORPFTV48,300$3.6M0.19%
123SHERWIN WILLIAMS COSHW13,556$3.6M0.19%
124PETCO HEALTH & WELLNESS CO IWOOF397,029$3.5M0.19%
125COUPANG INCCPNG200,000$3.5M0.19%
126SPDR SER TR78464A79794,311$3.4M0.18%
127SOUTHWEST AIRLS CO84474110892,969$3.4M0.18%
128SPDR SER TR78464A69882,199$3.4M0.18%
129VMWARE INC92856340222,900$3.3M0.18%
130ISHARES TR46428875238,500$3.3M0.18%
131MACYS INC55616P104200,000$3.2M0.17%
132CELANESE CORP DELCE27,500$3.2M0.17%
133CHARTER COMMUNICATIONS INC N16119P1088,658$3.2M0.17%
134ISHARES TR46428765516,450$3.1M0.16%
135V F CORPVFC160,000$3.1M0.16%
136CHURCHILL DOWNS INCCHDN21,905$3.0M0.16%
137LIVE NATION ENTERTAINMENT INLYV33,367$3.0M0.16%
138ADVANCE AUTO PARTS INCAAP43,125$3.0M0.16%
139INTERNATIONAL BUSINESS MACHSINTR22,207$3.0M0.16%
140KE HLDGS INCBEKE200,000$3.0M0.16%
141OLLIES BARGAIN OUTLET HLDGS68111610950,000$2.9M0.15%
142VULCAN MATLS CO92916010912,000$2.7M0.14%
143SABRA HEALTH CARE REIT INCSBRA225,000$2.6M0.14%
144ARAMARKARMK61,029$2.6M0.14%
145MASCO CORPMAS45,500$2.6M0.14%
146SAVERS VALUE VLG INC80517M109110,000$2.6M0.14%
147TAKE-TWO INTERACTIVE SOFTWARTTWO17,626$2.6M0.14%
148OTIS WORLDWIDE CORPOTIS29,000$2.6M0.14%
149PPG INDS INC69350610717,250$2.6M0.14%
150LIBERTY MEDIA CORP DELFWONB33,369$2.5M0.13%
151HUNTINGTON BANCSHARES INCHBANP228,953$2.5M0.13%
152LENNAR CORPLEN-B19,500$2.4M0.13%
153GRANITE REAL ESTATE INVT TR38743711440,000$2.4M0.13%
154JUNIPER NETWORKS INC48203R10473,728$2.3M0.12%
155EAST WEST BANCORP INCEWBC43,011$2.3M0.12%
156TOLL BROTHERS INCTOL28,500$2.3M0.12%
157CUBESMARTCUBE50,000$2.2M0.12%
158ALLY FINL INC02005N10082,457$2.2M0.12%
159CAMECO CORPCCJ70,000$2.2M0.12%
160WENDYS CO95058W100100,000$2.2M0.12%
161PROGRESSIVE CORP74331510316,219$2.1M0.11%
162ISHARES TR46434V42351,000$2.1M0.11%
163TOPBUILD CORPBLD7,750$2.1M0.11%
164BEST BUY INCBBY25,000$2.0M0.11%
165GRAPHIC PACKAGING HLDG COGPK85,143$2.0M0.11%
166SELECT SECTOR SPDR TR81369Y50625,000$2.0M0.11%
167CBRE GROUP INCCBRE25,000$2.0M0.11%
168HYATT HOTELS CORPH17,500$2.0M0.11%
169SMITH A O CORPAOS27,200$2.0M0.11%
170AMCOR PLCAMCCF198,078$2.0M0.11%
171MOHAWK INDS INC60819010419,074$2.0M0.10%
172DISCOVER FINL SVCS25470910816,684$1.9M0.10%
173RPM INTL INC74968510321,500$1.9M0.10%
174D R HORTON INC23331A10915,485$1.9M0.10%
175WESTROCK COWEST64,500$1.9M0.10%
176PARKER-HANNIFIN CORPPH4,750$1.9M0.10%
177SEAGEN INCSE9,600$1.8M0.10%
178NVENT ELECTRIC PLCNVT35,500$1.8M0.10%
179CARLISLE COS INC1423391007,000$1.8M0.10%
180EMPIRE ST RLTY TR INC292104106239,649$1.8M0.10%
181MORGAN STANLEYMS-PQ20,794$1.8M0.09%
182DOVER CORPDOV12,000$1.8M0.09%
183VMWARE INC92856340212,208$1.8M0.09%
184HOME DEPOT INCHD5,500$1.7M0.09%
185HEWLETT PACKARD ENTERPRISE CHPE-PC100,000$1.7M0.09%
186GLOBAL X FDS37954Y87175,000$1.6M0.09%
187ARISTA NETWORKS INCANET10,000$1.6M0.09%
188MERITAGE HOMES CORPMTH11,300$1.6M0.09%
189INTERNATIONAL GAME TECHNOLOGINTR50,000$1.6M0.08%
190MANHATTAN ASSOCIATES INCMANH7,975$1.6M0.08%
191GMS INC36251C10323,000$1.6M0.08%
192NVR INCNVR250$1.6M0.08%
193FLEX LTDFLEX56,907$1.6M0.08%
194RPT REALTY74971D101150,000$1.6M0.08%
195SEALED AIR CORP NEWSE39,000$1.6M0.08%
196CITIZENS FINL GROUP INCCIA59,805$1.6M0.08%
197FULLER H B COFUL21,707$1.6M0.08%
198ADVISORSHARES TR00768Y453276,703$1.5M0.08%
199CHOICE HOTELS INTL INC16990510612,985$1.5M0.08%
200TRANE TECHNOLOGIES PLCTT7,962$1.5M0.08%
201ILLINOIS TOOL WKS INC4523081096,000$1.5M0.08%
202VANECK ETF TRUST92189F79140,000$1.4M0.08%
203ON SEMICONDUCTOR CORPON15,000$1.4M0.08%
204SEAGEN INCSE7,247$1.4M0.07%
205FIDELIS INSURANCE HOLDINGS LFIHL100,000$1.4M0.07%
206VANECK ETF TRUST92189F10645,000$1.4M0.07%
207JOHNSON CTLS INTL PLCG5150210519,500$1.3M0.07%
208BROADCOM INCAVGO1,500$1.3M0.07%
209WELLS FARGO CO NEW94974610130,461$1.3M0.07%
210SONOCO PRODS CO83549510222,000$1.3M0.07%
211HUDSON PAC PPTYS INC444097109300,000$1.3M0.07%
212VERTIV HOLDINGS COVRT50,000$1.2M0.07%
213TREX CO INCTREX18,000$1.2M0.06%
214NIKE INCNKE10,000$1.1M0.06%
215LYONDELLBASELL INDUSTRIES NLYB11,797$1.1M0.06%
216LESLIES INC527064109114,193$1.1M0.06%
217FIFTH THIRD BANCORPFITBM39,944$1.0M0.06%
218LIVENT CORPLIVG38,100$1.0M0.06%
219ARCONIC CORPORATION03966V10734,873$1.0M0.05%
220BRUKER CORPBRKRP13,704$1.0M0.05%
221AMEDISYS INC02343610810,960$1.0M0.05%
222COMERICA INC20034010723,570$998,4250.05%
223SCHWAB CHARLES CORPSCHW-PJ17,501$991,9570.05%
224FIVE BELOW INCFIVE5,032$988,9890.05%
225SYNEOS HEALTH INC87166B10223,267$980,4710.05%
226BRITISH AMERN TOB PLC11044810729,000$962,8000.05%
227CAESARS ENTERTAINMENT INC NE12769G10018,488$942,3330.05%
228MARCUS CORP DELMCS62,500$926,8750.05%
229CENTURY CMNTYS INC15650430012,000$919,4400.05%
230MARRIOTT INTL INC NEW5719032025,000$918,4500.05%
231HILTON WORLDWIDE HLDGS INCHLT6,000$873,3000.05%
232INTERNATIONAL PAPER CO46014610327,000$858,8700.05%
233OWENS CORNING NEWOC6,500$848,2500.05%
234SUMMIT MATLS INC86614U10022,390$847,4620.05%
235HORIZON THERAPEUTICS PUB LG461881018,200$843,3700.04%
236BANK NEW YORK MELLON CORP06405810017,395$774,4250.04%
237EURONAV NVCMBT48,970$745,3230.04%
238SWEETGREEN INCSG57,500$737,1500.04%
239TRITON INTL LTDG9078F1077,650$636,9390.03%
240SCORPIO TANKERS INCSTNG12,746$601,9940.03%
241SOLO BRANDS INCSBDS100,000$566,0000.03%
242PURE STORAGE INC74624M10213,990$515,1120.03%
243PENUMBRA INCPEN1,491$512,9930.03%
244SAREPTA THERAPEUTICS INCSRPT4,390$502,7430.03%
245INTERNATIONAL SEAWAYS INCINSW11,715$447,9820.02%
246CORE & MAIN INCCNM11,514$360,8490.02%
247RIO TINTO PLCRTNTF5,031$321,1790.02%
248AEROJET ROCKETDYNE HLDGS INC0078001055,820$319,3430.02%
249SBA COMMUNICATIONS CORP NEWSBAC1,363$315,8890.02%
250LPL FINL HLDGS INC50212V1001,434$311,7950.02%
251BEACON ROOFING SUPPLY INC0736851093,716$308,3540.02%
252STANLEY BLACK & DECKER INCSWK3,181$298,0920.02%
253GODADDY INCGDDY3,916$294,2090.02%
254PERMIAN RESOURCES CORPPR26,772$293,4210.02%
255PENSKE AUTOMOTIVE GRP INC70959W1031,643$273,7730.01%
256HOULIHAN LOKEY INCHLI2,659$261,4060.01%
257TRINET GROUP INCTNET2,670$253,5700.01%
258KEYCORP49326710826,461$244,5000.01%
259VAIL RESORTS INCMTN927$233,3820.01%
260ALLISON TRANSMISSION HLDGS IALSN4,018$226,8560.01%
261CAPITAL ONE FINL CORP14040H1052,049$224,0990.01%
262COMMERCIAL METALS COCMC4,200$221,1720.01%
263NOBLE CORP PLCNE-WT5,332$220,2650.01%
264CREDIT ACCEP CORP MICH225310101430$218,4100.01%
265ELANCO ANIMAL HEALTH INCELAN21,510$216,3910.01%
266NEWELL BRANDS INCNWL22,440$195,2280.01%
267ALGONQUIN PWR UTILS CORP01585710521,550$178,2340.01%
268SELECT WATER SOLUTIONS INCWTTR15,875$128,5880.01%
269P10 INC69376K10611,028$124,6160.01%
270PLAYTIKA HLDG CORPPLTK10,523$122,0670.01%
271LUFAX HOLDING LTDLU81,699$116,8300.01%
272OPEN LENDING CORPLPRO10,758$113,0670.01%
273RITHM CAPITAL CORPRITM-PF11,738$109,7500.01%
274FIGS INCFIGS12,972$107,2780.01%
275KEYCORP49326710810,000$92,4000.00%
276KINROSS GOLD CORPKGCRF18,360$87,6430.00%
277F45 TRAINING HLDGS INC30322L10191,868$45,9340.00%
278ALTICE USA INCOPTU13,837$41,7880.00%