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Harvey Olsingch

Lone Peak Global Investors Llc

Assets Managed
$600.442M
Holdings
42
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
2.03%(2Q avg: 1.87%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Lone Peak Global Investors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 42 positions.

Assets under management

The assets under management (AUM) of Lone Peak Global Investors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 600.442M in assets, with a quarterly growth rate of 2.03% and a 2-quarter average growth rate of 1.87%. The portfolio is managed by Harvey Olsingch, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
HSIC
Henry Schein Inc
Recent Activity
Increased 1.98%
4.64%
$27.815M
377,411 shares@ $73.71 avg price
KDP
Keurig Dr Pepper Inc
Recent Activity
Increased 29.25%
4.54%
$27.24M
1.035M shares@ $26.33 avg price
UPS
United Parcel Service-cl B
Recent Activity
Increased 52.22%
4.36%
$26.135M
265,658 shares@ $98.39 avg price
KAR
Openlane Inc
Recent Activity
Increased 39.72%
4.17%
$24.982M
857,029 shares@ $29.15 avg price
CAH
Cardinal Health Inc
Recent Activity
Increased 1.29%
4.02%
$24.124M
114,162 shares@ $211.31 avg price
CSCO
Cisco Systems Inc
Recent Activity
Increased 10.73%
3.9%
$23.358M
301,042 shares@ $77.6 avg price
BDX
Becton Dickinson And Co
Recent Activity
Increased 37.05%
3.86%
$23.124M
147,068 shares@ $157.24 avg price
AMZN
Amazon.com Inc
Recent Activity
New Position
3.69%
$22.125M
106,230 shares@ $208.27 avg price
RKT
Rocket Cos Inc-class A
Recent Activity
Increased 22.91%
3.67%
$22.012M
1.545M shares@ $14.26 avg price
KBR
Kbr Inc
Recent Activity
New Position
3.59%
$21.54M
584,372 shares@ $36.87 avg price

1-10 of 42