Partners Group Private Equity Fund sold 449,960 shares of LTH at $32.51 for $14.6M, reducing holdings by -18.5%; stock up 21.9% in 30 days.
Partners Group Private Equity Fund sold 449,960 shares (LTH) at $32.51 on 2026-05-21, reducing its position from 2,431,203 shares to 1,981,243 shares. The sale occurred as LTH stock has rallied significantly—up 21.9% over the past 30 days and 25.5% over 90 days—placing it within 6.0% of its 52-week high of $35.33. The insider's cross-ticker track record shows a 90d well-timed rate of 28.57% across 7 prior sells, while at LTH specifically, only 2 of 5 prior sells registered negative 90-day returns. The fundamentals remain solid: revenue of $788,700,000.00, net income of $88,098,000.00, and annual revenue growth of 14.3%, with a P/E of 19.20. The sale's significance lies in its scale (449,960 shares) and timing relative to recent price momentum, warranting observation of whether this represents portfolio rebalancing or a shift in positioning.