LRI Investments’s Suburban Propane Partners SPH Stock Holding History

LRI Investments’s Portfolio SPH Stock Details SPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$193K	Hold	11,270	–	–	0.02%	329
2026 Q1	$222K	Hold	11,270	–	–	0.02%	274
2025 Q4	$209K	Hold	11,270	–	–	0.02%	273
2025 Q3	$210K	Hold	11,270	–	–	0.02%	283
2025 Q2	$209K	Sell	11,270 -1,215	-10%	-$23.6K	0.02%	277
2025 Q1	$262K	Hold	12,485	–	–	0.03%	231
2024 Q4	$215K	Hold	12,485	–	–	0.02%	254
2024 Q3	$213K	Hold	12,485	–	–	0.02%	261
2024 Q2	$237K	Hold	12,485	–	–	0.03%	218
2024 Q1	$255K	Buy	+12,485	New	+$244K	0.06%	122

Other funds holding SPH

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

LRI Investments's SPH Position: Q2 2026 in Review

LRI Investments held its Suburban Propane Partners (SPH) position steady in Q2 2026 at 11,270 shares worth $193K. The position accounts for 0.02% of the portfolio, ranked #329.

LRI Investments first reported a position in SPH in Q1 2024 and has held it in 10 quarters since. The position peaked at $262K in Q1 2025. 144 funds tracked by Wall St. Rank hold SPH as of Q2 2026.

LRI Investments held 11,270 shares of Suburban Propane Partners worth $193K as of Q2 2026.
LRI Investments left its Suburban Propane Partners share count unchanged in Q2 2026.
Suburban Propane Partners made up 0.02% of LRI Investments's portfolio in Q2 2026, its #329 holding.
LRI Investments first reported a position in Suburban Propane Partners in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Suburban Propane Partners position peaked at $262K in Q1 2025.
144 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.