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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 Q4 2023 · Filed November 14, 2023 · Accession 0001172661-23-003978

Total Value
$2.45B
Positions
328
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (328)

#IssuerTicker / CUSIPSharesValue% of Filing
1ALIBABA GROUP HLDG LTDBBAAY4,968,200$430.9M17.60%
2VALE S AVALE7,874,300$105.5M4.31%
3SPDR S&P 500 ETF TRSPY190,700$81.5M3.33%
4VALE S AVALE4,491,100$60.2M2.46%
5PHILIP MORRIS INTL INC718172109552,561$51.2M2.09%
6KEURIG DR PEPPER INCKDP1,157,579$36.5M1.49%
7XCEL ENERGY INCXELLL558,752$32.0M1.31%
8PROCTER AND GAMBLE CO742718109194,000$28.3M1.16%
9COCA COLA COKO500,000$28.0M1.14%
10MOLSON COORS BEVERAGE COTAP-A412,304$26.2M1.07%
11MONDELEZ INTL INC609207105365,000$25.3M1.03%
12BRIXMOR PPTY GROUP INC11120U1051,150,000$23.9M0.98%
13AMERICAN ELEC PWR CO INC025537101303,694$22.8M0.93%
14COCA-COLA EUROPACIFIC PARTNECCEP360,000$22.5M0.92%
15MCDONALDS CORPMCD85,380$22.5M0.92%
16SEMPRASREA320,670$21.8M0.89%
17MICROSOFT CORPMSFT68,585$21.7M0.88%
18EASTGROUP PPTYS INC277276101130,000$21.6M0.88%
19POST HLDGS INCPOST230,000$19.7M0.81%
20UDR INCUDR535,000$19.1M0.78%
21SMUCKER J M CO832696405150,000$18.4M0.75%
22REGENCY CTRS CORP758849103310,000$18.4M0.75%
23NEW JERSEY RES CORPNJR443,263$18.0M0.74%
24ALLIANT ENERGY CORPLNT368,697$17.9M0.73%
25HOST HOTELS & RESORTS INCHST1,100,000$17.7M0.72%
26NISOURCE INCNI677,820$16.7M0.68%
27VISA INCV69,543$16.0M0.65%
28COSTCO WHSL CORP NEW22160K10526,000$14.7M0.60%
29ACTIVISION BLIZZARD INC00507V109152,233$14.3M0.58%
30EVERGY INCEVRG271,101$13.7M0.56%
31BROWN FORMAN CORPBF-B233,564$13.5M0.55%
32LXP INDUSTRIAL TRUSTLXP-PC1,500,000$13.3M0.55%
33ULTA BEAUTY INCULTA33,000$13.2M0.54%
34ESSENTIAL UTILS INC29670G102383,363$13.2M0.54%
35CONSOLIDATED EDISON INCED151,132$12.9M0.53%
36SYSCO CORPSYY191,452$12.6M0.52%
37CONSTELLATION BRANDS INCSTZ50,000$12.6M0.51%
38EQUINIX INCEQIX17,000$12.3M0.50%
39CAMPBELL SOUP COCPB300,000$12.3M0.50%
40VICI PPTYS INC925652109410,000$11.9M0.49%
41HILTON WORLDWIDE HLDGS INCHLT77,500$11.6M0.48%
42ORACLE CORPORCL-PD106,784$11.3M0.46%
43EXTRA SPACE STORAGE INCEXR92,500$11.2M0.46%
44EQUINIX INCEQIX15,429$11.2M0.46%
45HEALTHPEAK PROPERTIES INCDOC600,000$11.0M0.45%
46LENNOX INTL INC52610710727,500$10.3M0.42%
47HUMANA INCHUM21,000$10.2M0.42%
48CMS ENERGY CORPCMS-PC188,834$10.0M0.41%
49SONY GROUP CORPSNEJF117,137$9.7M0.39%
50WP CAREY INC92936U109175,000$9.5M0.39%
51COLGATE PALMOLIVE COCL132,000$9.4M0.38%
52MICROSOFT CORPMSFT29,669$9.4M0.38%
53ESSENTIAL PPTYS RLTY TR INC29670E107432,500$9.4M0.38%
54VANGUARD INTL EQUITY INDEX F92204274299,130$9.2M0.38%
55BECTON DICKINSON & COBDX35,357$9.1M0.37%
56UNITEDHEALTH GROUP INCUNH18,000$9.1M0.37%
57LAMB WESTON HLDGS INCLW96,221$8.9M0.36%
58UGI CORP NEW902681105377,293$8.7M0.35%
59KITE RLTY GROUP TR49803T300405,000$8.7M0.35%
60CARETRUST REIT INCCTRE420,000$8.6M0.35%
61DTE ENERGY CODTK86,609$8.6M0.35%
62INDEPENDENCE RLTY TR INC45378A106590,000$8.3M0.34%
63MATCH GROUP INC NEWMTCH210,200$8.2M0.34%
64FERGUSON PLC NEWG3421J10650,000$8.2M0.34%
65ADVANCE AUTO PARTS INCAAP146,734$8.2M0.34%
66DUKE ENERGY CORP NEWDUKB92,639$8.2M0.33%
67ALLETE INC018522300154,122$8.1M0.33%
68RENAISSANCERE HLDGS LTDRNR-PG40,559$8.0M0.33%
69MCCORMICK & CO INCMKC-V105,000$7.9M0.32%
70PARKER-HANNIFIN CORPPH20,279$7.9M0.32%
71ALEXANDRIA REAL ESTATE EQ IN01527110975,000$7.5M0.31%
72VORNADO RLTY TR929042109325,000$7.4M0.30%
73INVESCO EXCHANGE TRADED FD TIVZ50,583$7.2M0.29%
74AMERICOLD REALTY TRUST INCCOLD235,000$7.1M0.29%
75PENTAIR PLCPNR110,359$7.1M0.29%
76PPL CORPPPLC302,731$7.1M0.29%
77ISHARES TR46428765540,000$7.1M0.29%
78NNN REIT INCNNN200,000$7.1M0.29%
79COPT DEFENSE PROPERTIESCDP290,000$6.9M0.28%
80MDU RES GROUP INC552690109347,415$6.8M0.28%
81T-MOBILE US INCTMUSZ48,286$6.8M0.28%
82CHARTER COMMUNICATIONS INC N16119P10815,262$6.7M0.27%
83UNITED RENTALS INCURI15,000$6.7M0.27%
84TREEHOUSE FOODS INC89469A104152,115$6.6M0.27%
85SPIRE INCSRJN115,025$6.5M0.27%
86KILROY RLTY CORP49427F108205,000$6.5M0.26%
87MCKESSON CORPMCK14,719$6.4M0.26%
88SALESFORCE INCCRM31,080$6.3M0.26%
89WYNDHAM HOTELS & RESORTS INCWH89,000$6.2M0.25%
90AMERICAN EXPRESS COAXP41,200$6.1M0.25%
91SPDR SER TR78464A714100,000$6.1M0.25%
92INTERNATIONAL GAME TECHNOLOGINTR200,000$6.1M0.25%
93VALE S AVALE450,000$6.0M0.25%
94VIATRIS INCVTRS600,000$5.9M0.24%
95EQUITY RESIDENTIALEQR100,000$5.9M0.24%
96PROGRESSIVE CORP74331510340,419$5.6M0.23%
97ACADIA HEALTHCARE COMPANY INACHC79,970$5.6M0.23%
98CHUBB LIMITEDCB26,876$5.6M0.23%
99NETSTREIT CORPNTST350,000$5.5M0.22%
100SPX TECHNOLOGIES INCSPXC66,490$5.4M0.22%
101KIRBY CORPKEX65,000$5.4M0.22%
102VMWARE INC92856340231,900$5.3M0.22%
103DOW INCDOW102,717$5.3M0.22%
104PORTLAND GEN ELEC CO736508847128,727$5.2M0.21%
105LINCOLN ELEC HLDGS INC53390010628,242$5.1M0.21%
106VMWARE INC92856340230,788$5.1M0.21%
107TANGER FACTORY OUTLET CTRS ISKT225,000$5.1M0.21%
108BANK NEW YORK MELLON CORP064058100119,058$5.1M0.21%
109LAM RESEARCH CORPLRCX8,015$5.0M0.21%
110ACADIA RLTY TR004239109350,000$5.0M0.21%
111ARCH CAP GROUP LTDG0450A10562,900$5.0M0.20%
112LABORATORY CORP AMER HLDGS50540R40924,486$4.9M0.20%
113SIMPLY GOOD FOODS COSMPL141,630$4.9M0.20%
114ACTIVISION BLIZZARD INC00507V10951,800$4.9M0.20%
115KIMBERLY-CLARK CORPKMB40,000$4.8M0.20%
116POOL CORPPOOL13,539$4.8M0.20%
117ADVANCED DRAIN SYS INC DEL00790R10442,000$4.8M0.20%
118PHILIP MORRIS INTL INC71817210951,535$4.8M0.19%
119QUEST DIAGNOSTICS INCDGX39,024$4.8M0.19%
120PINNACLE WEST CAP CORPPNW64,410$4.7M0.19%
121ACADEMY SPORTS & OUTDOORS INASO100,000$4.7M0.19%
122SPDR SER TR78464A698111,696$4.7M0.19%
123VULCAN MATLS CO92916010923,000$4.6M0.19%
124TRICON RESIDENTIAL INC89612W102625,000$4.6M0.19%
125WYNN RESORTS LTDWYNN50,000$4.6M0.19%
126ELI LILLY & COLLY8,568$4.6M0.19%
127URBAN EDGE PPTYS91704F104300,000$4.6M0.19%
128META PLATFORMS INCMETA15,126$4.5M0.19%
129EMPIRE ST RLTY TR INC292104106550,000$4.4M0.18%
130BURLINGTON STORES INCBURL32,500$4.4M0.18%
131COUPANG INCCPNG250,000$4.3M0.17%
132VENTAS INCVTR100,000$4.2M0.17%
133E L F BEAUTY INCELF38,000$4.2M0.17%
134EPR PPTYS26884U109100,000$4.2M0.17%
135REVVITY INCRVTY37,483$4.1M0.17%
136NVIDIA CORPORATIONNVDA9,525$4.1M0.17%
137REGIONS FINANCIAL CORP NEWRF-PF240,000$4.1M0.17%
138ATKORE INCATKR27,556$4.1M0.17%
139BROADCOM INCAVGO4,905$4.1M0.17%
140SOUTHWEST AIRLS CO844741108149,410$4.0M0.17%
141VANECK ETF TRUST92189F106150,000$4.0M0.16%
142KENVUE INCKVUE200,000$4.0M0.16%
143WATSCO INCWSO-B10,606$4.0M0.16%
144LENNAR CORPLEN-B35,650$4.0M0.16%
145RENAISSANCERE HLDGS LTDRNR-PG20,000$4.0M0.16%
146BANK AMERICA CORP060505104143,876$3.9M0.16%
147D R HORTON INC23331A10935,820$3.8M0.16%
148SUNSTONE HOTEL INVS INC NEW867892101400,000$3.7M0.15%
149WEST PHARMACEUTICAL SVSC INC9553061059,947$3.7M0.15%
150APPLIED INDL TECHNOLOGIES IN03820C10524,104$3.7M0.15%
151SEAGEN INCSE17,500$3.7M0.15%
152VERTEX PHARMACEUTICALS INCVRTX10,644$3.7M0.15%
153APPLIED MATLS INC03822210526,433$3.7M0.15%
154PNC FINL SVCS GROUP INC69347510529,688$3.6M0.15%
155AVANTOR INCAVTR171,876$3.6M0.15%
156JABIL INCJBL28,515$3.6M0.15%
157ROCKWELL AUTOMATION INCROK12,625$3.6M0.15%
158INVESCO QQQ TRIVZ10,000$3.6M0.15%
159ARISTA NETWORKS INCANET19,429$3.6M0.15%
160AMAZON COM INCAMZN27,827$3.5M0.14%
161FORTIS INCFTRSF92,816$3.5M0.14%
162EATON CORP PLCETN16,500$3.5M0.14%
163BROADCOM INCAVGO4,200$3.5M0.14%
164UBER TECHNOLOGIES INCUBER75,000$3.4M0.14%
165MICRON TECHNOLOGY INCMU50,588$3.4M0.14%
166HEALTHCARE RLTY TR42226K105225,000$3.4M0.14%
167EMERSON ELEC COEMR35,325$3.4M0.14%
168LIBERTY MEDIA CORP DELFWONB105,435$3.4M0.14%
169FRONTLINE PLCFRO180,000$3.4M0.14%
170FOX CORPFOX108,273$3.4M0.14%
171JUNIPER NETWORKS INC48203R104121,136$3.4M0.14%
172LOWES COS INC54866110715,850$3.3M0.13%
173QIAGEN NVQGEN81,229$3.3M0.13%
174JBG SMITH PPTYS46590V100225,000$3.3M0.13%
175SCORPIO TANKERS INCSTNG60,000$3.2M0.13%
176MATSON INCMATX36,360$3.2M0.13%
177EQUIFAX INCEFX17,359$3.2M0.13%
178AMAZON COM INCAMZN25,000$3.2M0.13%
179SHERWIN WILLIAMS COSHW12,451$3.2M0.13%
180TJX COS INC NEW87254010935,000$3.1M0.13%
181MARTIN MARIETTA MATLS INC5732841067,570$3.1M0.13%
182ABCAM PLC000380204136,979$3.1M0.13%
183HIGHWOODS PPTYS INC431284108150,000$3.1M0.13%
184INTERNATIONAL BUSINESS MACHSINTR21,661$3.0M0.12%
185ALCON AGALC38,857$3.0M0.12%
186ADVISORSHARES TR00768Y453374,986$3.0M0.12%
187MERITAGE HOMES CORPMTH24,300$3.0M0.12%
188AMERICAN EXPRESS COAXP19,900$3.0M0.12%
189CRANE COMPANYCR33,351$3.0M0.12%
190WATSCO INCWSO-B7,700$2.9M0.12%
191FORTUNE BRANDS INNOVATIONS IFBIN46,500$2.9M0.12%
192AVIS BUDGET GROUPCAR16,000$2.9M0.12%
193GRAPHIC PACKAGING HLDG COGPK128,623$2.9M0.12%
194WESTROCK COWEST80,000$2.9M0.12%
195BALL CORPBALL55,500$2.8M0.11%
196SEALED AIR CORP NEWSE83,705$2.8M0.11%
197AXALTA COATING SYS LTDAXTA102,000$2.7M0.11%
198ESAB CORPORATIONESAB38,963$2.7M0.11%
199BRINKER INTL INC10964110086,312$2.7M0.11%
200EDISON INTL28102010743,070$2.7M0.11%
201FORTIVE CORPFTV36,500$2.7M0.11%
202HUNTINGTON BANCSHARES INCHBANP253,339$2.6M0.11%
203TAKE-TWO INTERACTIVE SOFTWARTTWO18,735$2.6M0.11%
204FIFTH THIRD BANCORPFITBM101,001$2.6M0.10%
205ETF SER SOLUTIONS26922A842150,000$2.6M0.10%
206TRI POINTE HOMES INCTPH93,108$2.5M0.10%
207PARAMOUNT GROUP INC69924R108550,000$2.5M0.10%
208WESTROCK COWEST70,833$2.5M0.10%
209NUTRIEN LTDNTR40,796$2.5M0.10%
210HUMANA INCHUM5,121$2.5M0.10%
211MOHAWK INDS INC60819010429,000$2.5M0.10%
212DELL TECHNOLOGIES INCDELL35,857$2.5M0.10%
213QORVO INCQRVO25,658$2.4M0.10%
214STMICROELECTRONICS N VSTMEF56,739$2.4M0.10%
215DARDEN RESTAURANTS INCDRI17,000$2.4M0.10%
216UNITEDHEALTH GROUP INCUNH4,816$2.4M0.10%
217HEWLETT PACKARD ENTERPRISE CHPE-PC139,389$2.4M0.10%
218AZEK CO INC05478C10581,358$2.4M0.10%
219CARNIVAL CORPCUKPF175,000$2.4M0.10%
220ALLEGION PLCALLE23,000$2.4M0.10%
221TAYLOR MORRISON HOME CORPTMHC56,000$2.4M0.10%
222ON SEMICONDUCTOR CORPON25,480$2.4M0.10%
223SAIA INCSAIA5,902$2.4M0.10%
224CORE & MAIN INCCNM81,528$2.4M0.10%
225O-I GLASS INCOI139,500$2.3M0.10%
226TEREX CORP NEWTEX40,000$2.3M0.09%
227TRUIST FINL CORP89832Q10980,000$2.3M0.09%
228IMMUNOGEN INC45253H101143,049$2.3M0.09%
229TOPBUILD CORPBLD9,000$2.3M0.09%
230EAST WEST BANCORP INCEWBC42,591$2.2M0.09%
231VERTIV HOLDINGS COVRT60,000$2.2M0.09%
232APTIV PLCAPTV22,000$2.2M0.09%
233GROUP 1 AUTOMOTIVE INCGPI8,000$2.1M0.09%
234SCORPIO TANKERS INCSTNG38,559$2.1M0.09%
235SCHWAB CHARLES CORPSCHW-PJ38,000$2.1M0.09%
236SCHWAB CHARLES CORPSCHW-PJ38,000$2.1M0.09%
237RYMAN HOSPITALITY PPTYS INC78377T10725,000$2.1M0.09%
238TENET HEALTHCARE CORPTHC31,592$2.1M0.09%
239ORACLE CORPORCL-PD19,533$2.1M0.08%
240CITIZENS FINL GROUP INCCIA76,455$2.0M0.08%
241ADOBE INCADBE4,000$2.0M0.08%
242ROIVANT SCIENCES LTDROIV172,397$2.0M0.08%
243INTEL CORPINTC55,962$2.0M0.08%
244MELCO RESORTS AND ENTMNT LTD585464100200,000$2.0M0.08%
245FIFTH THIRD BANCORPFITBM78,000$2.0M0.08%
246MARRIOTT INTL INC NEW57190320210,000$2.0M0.08%
247GSK PLCGLAXF54,111$2.0M0.08%
248FOMENTO ECONOMICO MEXICANO S34441910617,710$1.9M0.08%
249ANALOG DEVICES INCADI11,029$1.9M0.08%
250LULULEMON ATHLETICA INCLULU5,000$1.9M0.08%
251WELLS FARGO CO NEW94974610147,000$1.9M0.08%
252CRH PLCCRH35,000$1.9M0.08%
253ARAMARKARMK54,299$1.9M0.08%
254WHIRLPOOL CORPWHR-PA14,000$1.9M0.08%
255EURONAV NVCMBT113,117$1.9M0.08%
256V F CORPVFC101,640$1.8M0.07%
257EASTMAN CHEM COEMN23,321$1.8M0.07%
258JPMORGAN CHASE & COVYLD12,162$1.8M0.07%
259SPLUNK INC84863710411,958$1.7M0.07%
260GMS INC36251C10327,000$1.7M0.07%
261INTERNATIONAL SEAWAYS INCINSW37,066$1.7M0.07%
262ARCH CAP GROUP LTDG0450A10520,900$1.7M0.07%
263CITIGROUP INCC-PR39,633$1.6M0.07%
264LEGEND BIOTECH CORPLEGN23,975$1.6M0.07%
265FLOWSERVE CORPFLS40,000$1.6M0.06%
266RHRH6,000$1.6M0.06%
267DENBURY INC24790A10115,936$1.6M0.06%
268ATMUS FILTRATION TECHNOLOGIEATMU74,834$1.6M0.06%
269LGI HOMES INCLGIH15,622$1.6M0.06%
270SILGAN HLDGS INCSLGN35,136$1.5M0.06%
271AVISTA CORPAVA43,961$1.4M0.06%
272MANPOWERGROUP INC WISMAN19,235$1.4M0.06%
273CORE & MAIN INCCNM48,684$1.4M0.06%
274MASCO CORPMAS26,132$1.4M0.06%
275CAPRI HOLDINGS LIMITEDCPRI26,405$1.4M0.06%
276FASTENAL COFAST25,415$1.4M0.06%
277GLOBAL X FDS37954Y87150,000$1.4M0.06%
278EURONAV NVCMBT80,000$1.3M0.05%
279NATIONAL INSTRS CORP63651810222,043$1.3M0.05%
280NVENT ELECTRIC PLCNVT23,848$1.3M0.05%
281AMEDISYS INC02343610813,497$1.3M0.05%
282MIDDLEBY CORPMIDD9,813$1.3M0.05%
283SUMMIT MATLS INC86614U10040,000$1.2M0.05%
284ENETI INCY2294C107118,187$1.2M0.05%
285LIBERTY MEDIA CORP DELFWONB19,005$1.2M0.05%
286CARLISLE COS INC1423391004,500$1.2M0.05%
287SEAGEN INCSE5,266$1.1M0.05%
288ALPHABET INCGOOG8,193$1.1M0.04%
289ISHARES TR46428743212,000$1.1M0.04%
290LESLIES INC527064109185,600$1.1M0.04%
291KOHLS CORPKSS50,000$1.0M0.04%
292KLAVIYO INCKVYO30,000$1.0M0.04%
293OSHKOSH CORPOSK10,812$1.0M0.04%
294JOHNSON CTLS INTL PLCG5150210519,000$1.0M0.04%
295COMMERCIAL METALS COCMC20,211$998,6260.04%
296PVH CORPORATIONPVH13,000$994,6300.04%
297URBAN OUTFITTERS INCURBN30,000$980,7000.04%
298HUBBELL INCHUBB3,100$971,5710.04%
299HORIZON THERAPEUTICS PUB LG461881018,071$933,7340.04%
300RHRH3,500$925,2600.04%
301CF INDS HLDGS INC1252691008,587$736,2490.03%
302FERRARI N VRACE2,356$697,0950.03%
303FRESENIUS MED CARE AG&CO KGAFMCQF32,321$696,1940.03%
304HERTZ GLOBAL HLDGS INCHTZWW50,000$612,5000.03%
305WW INTL INC98262P10150,000$553,5000.02%
306TOWER SEMICONDUCTOR LTDTSEM21,739$533,9100.02%
307PNM RES INCTXNM11,880$529,9670.02%
308COMERICA INC20034010711,189$464,9030.02%
309AIR PRODS & CHEMS INCAIIR1,631$462,2250.02%
310NVIDIA CORPORATIONNVDA1,000$434,9900.02%
311ODDITY TECH LTDODD15,000$425,2500.02%
312INTERNATIONAL PAPER CO46014610311,583$410,8490.02%
313TRUIST FINL CORP89832Q10913,745$393,2440.02%
314EXXON MOBIL CORPXOM3,122$367,0850.01%
315AVANGRID INC05351W10311,221$338,5380.01%
316SOCIEDAD QUIMICA Y MINERA DE8336351055,631$336,0020.01%
317INTERCONTINENTAL EXCHANGE IN45866F1042,956$325,2190.01%
318RIO TINTO PLCRTNTF5,031$320,1730.01%
319ROCKET COS INC77311W10136,877$301,6540.01%
320FREEPORT-MCMORAN INCFCX7,528$280,7190.01%
321WESTLAKE CORPORATIONWLK2,148$267,7910.01%
322GRAPHIC PACKAGING HLDG COGPK11,890$264,9090.01%
323SILICON MOTION TECHNOLOGY COSIMO4,200$215,2500.01%
324LPL FINL HLDGS INC50212V100864$205,3300.01%
325KEYCORP49326710819,016$204,6120.01%
326NEXTGEN HEALTHCARE INC65343C1028,458$200,7080.01%
327BARRICK GOLD CORP06790110811,946$173,8140.01%
328LANDCADIA HOLDINGS IV INC51477A112500,000$70,0000.00%