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LONE PEAK GLOBAL INVESTORS LLC Last Quarter Change: USA Stocks, Reduced

LONE PEAK GLOBAL INVESTORS LLC quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, LONE PEAK GLOBAL INVESTORS LLC opened 3 positions, added to 29, reduced 11, sold out of 2 and left 0 unchanged. The largest increase in value was CPRT (+$18,453,343); the largest decrease was PRDO (-$21,464,998).

  • ECG: Country of operation United States; Class COM; Shares 2026-03-31 123,336; Shares 2026-06-30 115,437.
  • MSM: Country of operation United States; Class CL A; Shares 2026-03-31 171,195; Shares 2026-06-30 161,417.
  • HNI: Country of operation United States; Class COM; Shares 2026-03-31 547,715; Shares 2026-06-30 536,672.
  • GBCI: Country of operation United States; Class COM; Shares 2026-03-31 450,448; Shares 2026-06-30 327,403.

Two Form 13F-HR filings compared (SEC CIK 1730467): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-10). 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; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
ECG
EVERUS CONSTR GROUP
United StatesCOM123,336115,437-7,899$14,561,048$19,156,770+$4,595,722
MSM
MSC INDL DIRECT INC
United StatesCL A171,195161,417-9,778$15,796,163$19,200,552+$3,404,389
HNI
HNI CORP
United StatesCOM547,715536,672-11,043$18,288,202$21,686,916+$3,398,714
GBCI
GLACIER BANCORP INC NEW
United StatesCOM450,448327,403-123,045$20,121,514$16,887,447-$3,234,067
OPLN
OPENLANE INC
United StatesCOM857,029668,706-188,323$24,982,395$27,577,435+$2,595,040
REYN
REYNOLDS CONSUMER PRODS INC
United StatesCOM821,432555,713-265,719$17,397,930$14,920,894-$2,477,036
KBR
KBR INC
United StatesCOM584,372566,594-17,778$21,539,952$19,564,491-$1,975,461
UPS
UNITED PARCEL SVCS INC
United StatesCL B265,658260,994-4,664$26,135,458$28,056,855+$1,921,397
JNJ
JOHNSON & JOHNSON
United StatesCOM73,24466,091-7,153$17,903,763$16,785,131-$1,118,632
CNR
CORE NATURAL RESOURCES INC
United StatesCOM SHS6,9266,260-666$725,360$500,925-$224,435
IESC
IES HOLDINGS INC
United StatesCOM1,366811-555$650,858$595,809-$55,049

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