Pb Investment Partners, L.P. Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Pb Investment Partners, L.P. disclosed 7 stock positions valued at approximately $150.23M as of quarter-end June 30, 2026. The largest holdings include HILTON GRAND VACATIONS INC, CAPITAL ONE FINL CORP, and APOLLO GLOBAL MGMT INC.

Report Period
June 30, 2026
No. of Stocks
7
Portfolio Value
$150.23M
Holdings by Sector
Pb Investment Partners, L.P. Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
HILTON GRAND VACATIONS INCHGVConsumer Cyclical24.99%716,901--$37,544,105
CAPITAL ONE FINL CORPCOFFinancial Services18.05%135,158+1,857+1.39%$27,115,398
APOLLO GLOBAL MGMT INCAPOFinancial Services14.89%189,091--$22,371,356
BLACKROCK INCBLKOther12.09%18,882--$18,156,176
ONEMAIN HLDGS INCOMFFinancial Services8.12%200,052--$12,197,170
NICE LTDNICETechnology7.51%124,232+80,631+184.93%$11,286,478
BANK OF AMER CORPBACFinancial Services4.28%112,745--$6,424,210
Showing 7 of 7 holdings in the latest reporting period.