SEC 13F Intelligence

Managers / Q1 2026

LRI Investments, LLC

CIK 0002023325 · 3825 PGA BOULEVARD, SUITE 303, PALM BEACH GARDENS, FL, 33410 · (860) 257-5791

Reported Value
$1.1B
Q1 2026
Positions
1,826
Filings on Record
10
2019–present window
Filed
Apr 30, 2026
original filing

Summary

Lri Investments, Llc reported $1.1B in U.S.-listed holdings across 1,826 positions for Q1 2026.

The portfolio is heavily concentrated: ARES alone accounts for 20.1% of reported value.

Compared with Q4 2025, the fund opened 160 new positions and exited 99.

Reported Value by Quarter

13F Reported Value
Q1 ’24: $396MQ1 ’24Q2 ’24: $879MQ3 ’24: $1.0BQ3 ’24Q4 ’24: $1.0BQ1 ’25: $1.0BQ1 ’25Q2 ’25: $1.2BQ3 ’25: $1.2BQ3 ’25Q4 ’25: $1.2BQ1 ’26: $1.1BQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.1B1,826Apr 30, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.2B1,729Feb 4, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.2B1,677Nov 3, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.2B1,552Jul 25, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.0B1,488May 1, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.0B1,371Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.0B1,371Nov 15, 202413F-HRchanges · EDGAR ↗
Q2 2024$879M1,364Jul 24, 202413F-HRchanges · EDGAR ↗
Q1 2024$396M1,009May 21, 2024RESTATEMENTchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.