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PB Investment Partners, L.P.: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1910391) · Explore on the interactive board

PB Investment Partners, L.P. disclosed 9 US equity positions worth $150.2m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is HGV at 25.0% of the reported book, followed by COF, APO. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 7 equal-weight positions. Versus the prior filing it opened 0 new positions, added to 3, reduced 1 and exited 1. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$150.2mreported US equity book
9positions
25.0%largest position
100.0%top 10 weight
6.62effective positions (1/HHI)
2quarters on file since Q1 2026

What does PB Investment Partners, L.P. own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 0 new, 3 added, 1 reduced, 1 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 25.0%$37.5m716,901 0% held
2 COF CAPITAL ONE FINL CORP Financial Services 18.0%$27.1m135,158 1% added
3 APO APOLLO GLOBAL MGMT INC Financial Services 14.9%$22.4m189,091 0% held
4 BLK BLACKROCK INC Financial Services 12.1%$18.2m18,882 0% held
5 OMF ONEMAIN HLDGS INC Financial Services 8.1%$12.2m200,052 0% held
6 NICE NICE LTD Technology 7.5%$11.3m124,232 185% added
7 NAVN NAVAN INC 5.7%$8.6m376,860 -3% reduced
8 WLTH WEALTHFRONT CORP 4.3%$6.5m729,453 64% added
9 BAC BANK OF AMER CORP Financial Services 4.3%$6.4m112,745 0% held

What did PB Investment Partners, L.P. sell? Positions exited since the previous filing

StockPrior weightPrior value
GBTG GLOBAL BUSINESS TRAVEL GROUP100.0%$5.2m

Sector mix

SectorWeight
Financial Services57.4%
Consumer Cyclical25.0%
Technology7.5%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 20269$150.2m
Q1 202610$127.1m

How concentrated is PB Investment Partners, L.P.'s portfolio?

Across every quarter PB Investment Partners, L.P. has filed, its median largest position is 23.5% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 1.0 completed holding spells, the median lasted 1.0 quarters; 9.0 positions are still open and their final length is unknown.