Pb Investment Partners, L.P. Portfolio Holdings

Pb Investment Partners, L.P.

  • $134 Million
  • Q4 2024

Pb Investment Partners, L.P. has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $134 Million distributed in 8 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apollo Global Management, Inc. with a value of $27.7M, Capital One Financial Corp with a value of $26.9M, Hilton Grand Vacations Inc. with a value of $22.3M, One Main Holdings, Inc. with a value of $17.1M, and Bank Of America Corp with a value of $16.6M.

Examining the 13F form we can see an increase of $15.8M in the current position value, from $118M to 134M.

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 $134 Million
Financial Services: $104 Million
Consumer Cyclical: $22.3 Million
Technology: $5.73 Million
Communication Services: $1.25 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$510M
$5.73 Million 4.29% of portfolio
613,264
Q4 2024 Added 0.56%

Summary

  • Portfolio
  • No. of Stocks 8
  • Current Value $134 Million
  • Prior Value $118 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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