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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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