Pb Investment Partners

Latest statistics and disclosures from Pb Investment Partners's latest quarterly 13F-HR filing:

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Positions held by Pb Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Pb Investment Partners

Companies in the Pb Investment Partners portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Raymond James Financial (RJF) 16.6 $24M 222k 109.91
Onemain Holdings (OMF) 15.2 $22M 471k 47.41
Envestnet (ENV) 13.1 $19M 258k 74.44
Hilton Grand Vacations (HGV) 11.8 $17M 333k 52.01
Progressive Corporation (PGR) 11.5 $17M 149k 113.99
Bank of America Corporation (BAC) 9.5 $14M 339k 41.22
Carvana Cl A (CVNA) 9.4 $14M 116k 119.29
Cardlytics (CDLX) 8.8 $13M 234k 54.98
Wells Fargo & Company (WFC) 4.3 $6.3M 129k 48.46

Past Filings by Pb Investment Partners

SEC 13F filings are viewable for Pb Investment Partners going back to 2022