Partners Group Private Equity Fund, LLC

Partners Group Private Equity Fund sells 329,921 shares of LTH at $28.60 for $9.4M, reducing stake by -16.7%

Partners Group Private Equity Fund sold 329,921 shares at $28.60 on 2026-06-04, reducing its holdings from 1,981,243 shares to 1,651,322 shares, a -16.7% reduction in position size. The transaction occurred at a price $3.79 below the current market price of $32.39, placing the sale near the 52-week range of $24.14–$35.33. Across the insider's cross-ticker history, prior sells have averaged +4.8% 30-day return and +7.6% 90-day return with a 25.00% well-timed rate; at LTH specifically, 1 of 5 prior sells were well-timed at the 90-day mark, suggesting inconsistent pattern execution at this ticker. The sale occurs against a backdrop of strong fundamentals—annual revenue growth of +14.3% and a P/E of 18.72—leaving the signal ambiguous as to underlying motivation.

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.

Llc Partners Group Private Equity Fund divests $23.5M stake in LTH, continuing pattern of seven open-market sales in three years.

Llc Partners Group Private Equity Fund—a major institutional holder rather than an insider with operational knowledge—has sold approximately one-quarter of its stake in Life Time Group Holdings for $23.5 million. This is the seventh open-market sale by this fund within the past three years, indicating persistent portfolio reduction rather than a response to company-specific developments. Notably, this fund's prior three sales at Life Time all saw the stock decline in the subsequent 30-day period following each exit, suggesting consistent well-timed exits on a short-term basis, though longer-term outcomes have been mixed—one earlier sale recovered significantly over a full quarter while the others underperformed. Life Time itself remains a profitable company with growing revenue, and the stock recently gained ground over the past month, trading modestly below its 52-week high. The fund's continued selling despite the company's operational strength and recent stock momentum suggests a portfolio management decision driven by rebalancing or capital allocation priorities rather than deteriorating company fundamentals.

Llc Partners Group Private Equity Fund divested over 540,000 shares as Life Time trades near 52-week highs; prior exits showed mixed outcomes.

Llc Partners Group Private Equity Fund, a significant institutional holder, has sold approximately 542,000 shares in two transactions, liquidating a meaningful portion of its position while Life Time trades near the top of its range and the company demonstrates solid financial health with growing revenue and positive earnings. As a non-affiliated institutional investor rather than an executive or board member, this transaction reflects portfolio management decisions rather than insider conviction about company direction. The fund's prior sales in this stock show conflicting results: all three evaluated exits were well-timed over the near term as shares fell immediately after each sale, but over longer horizons the stock recovered significantly on one occasion while continuing to decline on others. The current sale occurs as the stock recently rallied, which contrasts with the fund's historical pattern of selling into weakness or during early declines. Without visibility into the fund's broader portfolio strategy or capital needs, this transaction alone—while material in absolute terms—does not signal clear directional conviction about Life Time's prospects, particularly given the company's demonstrated profitability and growth trajectory.

Partners Group PE liquidates 745,707 shares of LTH at $28.95 on 2025-09-11; holdings reduced to 3.72M (-16.7%)

Partners Group Private Equity (Master Fund), LLC sold 745,707 shares at $28.95 for $21,588,217.65 on 2025-09-11, reducing holdings by 16.7% to 3,720,500 shares. The sale occurred near the upper end of the 52-week range ($21.88–$33.23), with the stock currently trading at $28.26, down 15.0% from its 52-week high. The insider's same-ticker history at LTH shows mixed timing: 1 of 3 prior sales was well-timed at the 90-day horizon, with the most recent sell on 2025-03-03 followed by a 90-day decline of 5.1%, while the November 2024 sale preceded a 90-day gain of 30.2%. Against a backdrop of strong fundamentals—revenue of $761,469,000.00, net income of $72,102,000.00, and annual revenue growth of 18.2%—this substantial reduction in a PE fund's equity stake warrants monitoring to understand whether the disposition reflects portfolio rebalancing priorities or shifts in fund positioning.

Partners Group Private Equity sold 1,061,014 shares of LTH at $30.13 on 2025-03-03 for $31,968,351.82; holdings reduced -19.2%

Partners Group Private Equity divested 1,061,014 shares (1.06M shares) of Life Time Group Holdings at $30.13, representing a 19.2% reduction in holdings from 5,527,221 shares to 4,466,207 shares. The sale occurred near the 52-week high of $33.23, with the stock currently at $32.19 and up 8.4% over the past 30 days and 31.9% over 90 days. At the same ticker, Partners Group's prior two sales (on 2024-11-11 and 2024-08-14) both resulted in positive 90-day returns (+30.2% and +15.8% respectively), indicating the insider has not demonstrated well-timed selling patterns at LTH; the stock has continued to appreciate following recent portfolio reductions. The sale occurs in a context of strong fundamental momentum—the company posted 18.2% annual revenue growth with a $6.7B market cap—though the 30.37 P/E multiple suggests elevated valuations that may merit consideration.

Partners Group Private Equity sold 402,127 shares of LTH at $24.18 on 2024-11-11 for $9.7M, reducing stake to 5.53M shares.

Partners Group Private Equity executed a discretionary open-market sale of 402,127 shares (6.8% of pre-transaction holdings), reducing its stake from 5.93M to 5.53M shares at $24.18. The trade occurred near recent highs, with the stock only 7.1% below its 52-week high of $26.03, and represents a partial reduction rather than a liquidation signal. However, the insider's cross-ticker track record shows 1 prior sell with an average 90-day return of +15.8%, indicating the stock rose after that transaction—a poorly-timed outcome. At the same ticker (LTH), the prior sale on 2024-08-14 also resulted in a +15.8% 90-day return, with zero of one prior sells being well-timed at the 90-day mark. The company fundamentals appear solid with annual revenue growth of +21.6%, though the elevated P/E of 35.04 warrants investor attention relative to valuation.

Partners Group sold 650,000 shares of LTH at $20.88 ($13.6M), reducing stake to 5.93M shares (-9.9%).

Partners Group Private Equity (Master Fund), LLC sold 650,000 shares for $13,572,000.00 on 2024-08-14 at $20.88, reducing holdings from 6,579,348 to 5,929,348 shares. The sale occurred at a price roughly 12.7% below the current market price of $23.60, and the stock has appreciated 13.6% over the past 30 days and 54.4% over the past 90 days. With Life Time Group reporting strong fundamentals—$667,761,000.00 in quarterly revenue and annual revenue growth of 21.6%—the timing of this partial position reduction appears disconnected from operational deterioration. The transaction signals a partial portfolio rebalancing by a major holder, though the discrepancy between transaction price and subsequent price appreciation warrants attention to the context and timing of the sale decision.