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CIK: 0001910391
Total reported value
$150.2M
$150.2M
9 檔
86.6%
During the Q4 2025 filing period, Pb Investment Partners, L.p. (CIK: 0001910391) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $150.2M across 9 reported positions.
In Q4 2025, Pb Investment Partners, L.p. displayed an active expansion posture, initiating 1 new positions and adding to 3 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | COF | Capital One Financial CORP | Stock-Financials | 23.75% | -1.09% | — | |
| 2 | HGV | Hilton Grand Vacations Inc | Stock-Other | 19.92% | +2.92% | +1.40% | |
| 3 | APO | Apollo Global Management Inc | Stock-Financials | 15.05% | -1.69% | — | |
| 4 | OMF | Onemain Holdings Inc | Stock-Financials | 12.63% | -0.30% | -7.04% | |
| 5 | BAC | Bank Of America CORP | Stock-Financials | 11.26% | -0.05% | -1.45% | |
| 6 | BLK | Blackrock Inc | Stock-Financials | 9.67% | -2.20% | +5.11% | |
| 7 | GBTG | Global Business Travel Group | Stock-Other | 4.52% | -4.09% | EXIT | |
| 8 | NICE | Nice LTD - Spon Adr | Stock-Tech | 2.22% | +3.73% | — | |
| 9 | PGR | Progressive CORP | Stock-Financials | 0.98% | — | -70.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COF | Capital One Financial CORP | +1.5% | — | Unchanged |
| 2 | OMF | Onemain Holdings Inc | +0.5% | -7.04% | Trim |
| 3 | HGV | Hilton Grand Vacations Inc | +0.3% | +1.40% | Add |
| 4 | APO | Apollo Global Management Inc | +0.2% | — | Unchanged |
| 5 | BAC | Bank Of America CORP | -0.2% | -1.45% | Trim |
| 6 | GBTG | Global Business Travel Group | -0.6% | +0.09% | Add |
| 7 | BLK | Blackrock Inc | -1% | +5.11% | Add |
| 8 | PGR | Progressive CORP | -2.9% | -70.78% | Trim |
| 9 | NICE | Nice LTD - Spon Adr | — | NEW | New buy |
According to official SEC Form 13F filings, Pb Investment Partners, L.p. reported a total U.S. public equity portfolio value of $150.2M across 9 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including COF, HGV, APO) accounted for 86.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
NICE
市值: $3.5M
Top Position Liquidated / Trimmed
OMF
前期市值: $17.9M
During Q4 2025, Pb Investment Partners, L.p.'s top holdings by market value included COF (23.8%)、HGV (19.9%)、APO (15.1%). The largest single position, COF, represented 23.8% of total portfolio value.
In Q4 2025, Pb Investment Partners, L.p. made 7 total portfolio adjustments, initiating 1 new buys, adding to 3 positions, trimming 3 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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