Back to Situational Awareness LP Situational Awareness LP

LITELITE
2 quarters

Position history for Situational Awareness LPSituational Awareness LP's holdings in LUMENTUM HLDGS INC

No. Situational Awareness exited its LITE (Lumentum) position in Q1 2026. Its Q4 2025 13F listed 1,298,400 shares worth $478.6M. Situational Awareness first reported LITE in Q4 2025 and held it in 1 quarterly 13F filing.

Final Value

$0

Final Shares

0

Total Value Change

-$478.6M

Total Shares Change

-1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Exited
0
-100.0%
$00.0%$702.76
0
2025-Q4
New
1.3M
-
$478.6M8.7%$368.59
98

Other major holders of LITE: BlackRock, Inc., FMR LLC, VANGUARD CAPITAL MANAGEMENT LLC, VANGUARD PORTFOLIO MANAGEMENT LLC

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