PB INVESTMENT PARTNERS, L.P.

CIK: 0001910391SEC EDGAR →

Portfolio Value

$157.4B

Holdings

9

As of

Q4 2025

New Positions

0

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

CAPITAL ONE FINL CORP

154,259$37.4B
23.75%
2

HILTON GRAND VACATIONS INC

700,832$31.4B
19.92%
3

APOLLO GLOBAL MGMT INC

163,726$23.7B
15.05%
4

ONEMAIN HLDGS INC

294,421$19.9B
12.63%
5

BANK AMERICA CORP

322,345$17.7B
11.26%
6

BLACKROCK INC

14,221$15.2B
9.67%
7

GLOBAL BUSINESS TRAVEL GROUP

930,961$7.1B
4.52%
8

NICE LTD

30,892$3.5B
2.22%
9

PROGRESSIVE CORP

6,778$1.5B
0.98%

Quarterly Changes

Top Buys

NSYNEW
$3.5B
HGV↑ Increased
$2.5B
BLK↑ Increased
$552.1M
GBTG↑ Increased
$394.4M

Top Sells

PGR↓ Decreased
$4.2B
OMF↓ Decreased
$2.0B
BAC↓ Decreased
$853.9M

New Positions (1)

$3.5B · 31K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services6$115.5B73.3%
Consumer Cyclical1$31.4B19.9%
Technology1$7.1B4.5%
Unknown1$3.5B2.2%