Pb Investment Partners, L.P. Portfolio Holdings

Pb Investment Partners, L.P.

  • $136 Million
  • Q2 2025

Pb Investment Partners, L.P. has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $136 Million distributed in 8 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital One Financial Corp with a value of $32.8M, Hilton Grand Vacations Inc. with a value of $25.3M, Apollo Global Management, Inc. with a value of $23.2M, One Main Holdings, Inc. with a value of $18.1M, and Bank Of America Corp with a value of $16M.

Examining the 13F form we can see an increase of $9.92M in the current position value, from $126M to 136M.

Pb Investment Partners, L.P. is based out at Burlingame, CA

Below you can find more details about Pb Investment Partners, L.P. portfolio as well as his latest detailed transactions.

Portfolio value $136 Million
Financial Services: $106 Million
Consumer Cyclical: $25.3 Million
Technology: $5.26 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$86.9B
$32.8 Million 24.1% of portfolio
154,259
Q2 2025 Added 2.32%
$5.36B
$25.3 Million 18.61% of portfolio
610,098
Q2 2025 Added 6.74%
$83.1B
$23.2 Million 17.06% of portfolio
163,726
Q2 2025 Reduced 2.49%
$7.6B
$18.1 Million 13.26% of portfolio
316,721
Q2 2025 Reduced 3.2%
$406B
$16 Million 11.73% of portfolio
337,613
Q2 2025 Reduced 10.57%
$144B
$15.5 Million 11.38% of portfolio
58,086
Q2 2025 Reduced 10.67%
$465M
$5.26 Million 3.86% of portfolio
835,496
Q2 2025 Added 36.24%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 8
  • Current Value $136 Million
  • Prior Value $126 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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