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Portfolio (Quarterly) Guide ↗

PB INVESTMENT PARTNERS, L.P.

· CIK 0001910391
13F Portfolio $127M AUM 10 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 4 Added 3 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 716,901.0 $28.0M 22.07% +16K +2.3% $39.12 +25.2%
2 APOS APOLLO GLOBAL MGMT INC Financial Services 189,091.0 $21.1M 16.58% +25K +15.5% $111.42 -76.5%
3 BLK BLACKROCK INC Financial Services 18,882.0 $18.2M 14.29% +5K +32.8% $961.71 +10.6%
4 NICE NICE LTD Technology 43,601.0 $4.8M 3.78% +13K +41.1% $110.26 -13.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 62.8%
Consumer Cyclical 22.1%
Technology 15.2%