MondegarAI
PB INVESTMENT PARTNERS, L.P.

Q3 2025 · 13F-HR

PB INVESTMENT PARTNERS, L.P.holdings as filed

Filed 2025-11-12 · accession 0001420506-25-003088

$147.3M
Reported value
8
Positions
2025-09-30
Period end
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The Brief · PB INVESTMENT PARTNERS, L.P. · Q3 2025

AI · grounded in 13F

PB INVESTMENT PARTNERS, L.P. established a new position in Capital One Finl Corp COF worth $32.8M. The fund also initiated stakes in Hilton Grand Vacations Inc HGV for $28.9M and Apollo Global Mgmt Inc APO for $21.8M. Other new additions include OneMain Hldgs Inc OMF, Bank America Corp BAC, and BlackRock Inc BLK.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
14040H105COFCAPITAL ONE FINL CORP$32.8M22.3%154,259CommonSOLE
43283X105HGVHILTON GRAND VACATIONS INC$28.9M19.6%691,136CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$21.8M14.8%163,726CommonSOLE
68268W103OMFONEMAIN HLDGS INC$17.9M12.1%316,721CommonSOLE
060505104BACBANK AMERICA CORP$16.9M11.5%327,081CommonSOLE
09290D101BLKBLACKROCK INC$15.8M10.7%13,529CommonSOLE
37890B100GBTGGLOBAL BUSINESS TRAVEL GROUP$7.5M5.10%930,119CommonSOLE
743315103PGRPROGRESSIVE CORP$5.7M3.89%23,199CommonSOLE

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.