LONE PEAK GLOBAL INVESTORS LLC historic quarter change: Foreign Stocks, New
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, LONE PEAK GLOBAL INVESTORS LLC opened 4 positions, added to 5, reduced 5 and sold out of 9.
- Q3 2024: Stock TELFY; Country of operation Spain; Class SPONSORED ADR; Shares before 0.
- Q3 2024: Stock ERIC; Country of operation —; Class ADR B SEK 10; Shares before 0.
- Q2 2024: Stock SNY; Country of operation —; Class SPONSORED ADR; Shares before 0.
- Q1 2024: Stock TELFY; Country of operation Spain; Class SPONSORED ADR; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1730467), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-09-20); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Beverly Hills Private Wealth, LLC | United States | $0.600B | 499 |
| Citizens National Bank Trust Department | United States | $0.601B | 382 |
| Clear Trail Advisors, LLC | United States | $0.601B | 149 |
| Matthew Goff Investment Advisor, LLC | United States | $0.600B | 107 |
| Onex Canada Asset Management Inc. | Canada | $0.601B | 78 |
| Warberg Asset Management LLC | United States | $0.600B | 192 |
| North Peak Capital Management, LLC | United States | $0.601B | 7 |
| Capricorn Investment Group LLC | United States | $0.602B | 7 |
| GSK plc | United Kingdom | $0.599B | 13 |
| Strategic Advisors LLC | United States | $0.602B | 183 |