The Long-Term Investment Case for Lumentum (LITE)
Reaves W H & Co Inc released its third-quarter 2026 investor letter for “Reaves Long-Term Value Strategy”. The letter can be downloaded here.
Lumentum Holdings Inc. (LITE)
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Sector: Technology
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,370,571 | $1,176,032,152 | +239% | 0.52% |
| 2. | 1,215,300 | $1,042,800,318 | +27% | 0.12% | |
| 3. | 1,134,800 | $973,726,488 | -9% | 0.11% | |
| 4. | 741,700 | $636,423,102 | +16% | 0.3% | |
| 5. | Value Aligned Research Advisors Benjamin Henry Hoskin And David Michael Field | 734,687 | $630,405,527 | -31% | 1.57% |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $1,048.50 | 24,542 | $25,732,287.00 | 75,074 | 2026-10-01 | Filing | |
| $945.00 | 307 | $290,115.00 | 108,320 | 2026-09-29 | Filing | |
| $948.50 | 500 | $474,250.00 | 108,627 | 2026-09-28 | Filing | |
| $935.75 | 500 | $467,875.00 | 109,127 | 2026-09-25 | Filing | |
| $921.07 | 500 | $460,535.00 | 109,627 | 2026-09-24 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 10,149,000 | $74,960,514 | 2.72% | |
| 2. | 71,305 | $72,562,978 | 0.11% | |
| 3. | 71,116 | $69,072,126 | 0.45% | |
| 4. | 61,938 | $60,157,902 | 0.52% | |
| 5. | 28,820 | $27,991,713 | 1.27% |
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