WhaleCreep
HomeFunds › Pilgrim Global Advisors LLC

Pilgrim Global Advisors LLC: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1963918) · Explore on the interactive board

Pilgrim Global Advisors LLC disclosed 3 US equity positions worth $466.1m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is NMM at 69.7% of the reported book, followed by RIG, SOC. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 2 equal-weight positions. Versus the prior filing it opened 0 new positions, added to 0, reduced 1 and exited 0. 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.
$466.1mreported US equity book
3positions
69.7%largest position
100.0%top 10 weight
1.87effective positions (1/HHI)
2quarters on file since Q1 2026

What does Pilgrim Global Advisors LLC 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, 0 added, 1 reduced, 0 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 NMM NAVIOS MARITIME PARTNERS L P 69.7%$325.1m4,639,379 0% held
2 RIG TRANSOCEAN LTD Energy 18.2%$85.0m17,377,307 -27% reduced
3 SOC SABLE OFFSHORE CORP Energy 12.0%$56.1m18,206,121 0% held

Sector mix

SectorWeight
Energy30.3%

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

Filing history

QuarterPositionsEquity value
Q2 20263$466.1m
Q1 20263$772.4m

How concentrated is Pilgrim Global Advisors LLC's portfolio?

Across every quarter Pilgrim Global Advisors LLC has filed, its median largest position is 55.1% 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%).