MondegarAI
PB INVESTMENT PARTNERS, L.P.

Q2 2025 · 13F-HR

PB INVESTMENT PARTNERS, L.P.holdings as filed

Filed 2025-07-28 · accession 0001420506-25-001598

$147.0M
Reported value
8
Positions
2025-06-30
Period end
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The Brief · PB INVESTMENT PARTNERS, L.P. · Q2 2025

AI · grounded in 13F

PB INVESTMENT PARTNERS, L.P. established a new position in Capital One Finl Corp COF valued at $32.8M. The fund also initiated stakes in Hilton Grand Vacations Inc HGV for $25.3M and Apollo Global Mgmt Inc APO for $23.2M. Other new additions include OneMain Hldgs Inc OMF, Bank America Corp BAC, and Progressive Corp PGR.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
14040H105COFCAPITAL ONE FINL CORP$32.8M22.3%154,259CommonSOLE
43283X105HGVHILTON GRAND VACATIONS INC$25.3M17.2%610,098CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$23.2M15.8%163,726CommonSOLE
68268W103OMFONEMAIN HLDGS INC$18.1M12.3%316,721CommonSOLE
060505104BACBANK AMERICA CORP$16.0M10.9%337,613CommonSOLE
743315103PGRPROGRESSIVE CORP$15.5M10.5%58,086CommonSOLE
09290D101BLKBLACKROCK INC$10.9M7.39%10,359CommonSOLE
37890B100GBTGGLOBAL BUSINESS TRAVEL GROUP$5.3M3.58%835,496CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.