Pb Investment Partners as of Sept. 30, 2022
Portfolio Holdings for Pb Investment Partners
Pb Investment Partners holds 10 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Raymond James Financial (RJF) | 19.0 | $19M | 195k | 98.85 | |
| Bank of America Corporation (BAC) | 14.4 | $15M | 483k | 30.20 | |
| Progressive Corporation (PGR) | 14.1 | $14M | 124k | 116.21 | |
| Onemain Holdings (OMF) | 12.0 | $12M | 412k | 29.52 | |
| Hilton Grand Vacations (HGV) | 10.1 | $10M | 313k | 32.89 | |
| Apollo Global Mgmt (APO) | 10.0 | $10M | 219k | 46.50 | |
| Envestnet (ENV) | 7.0 | $7.1M | 161k | 44.40 | |
| Carvana Cl A (CVNA) | 6.3 | $6.4M | 314k | 20.30 | |
| Capital One Financial (COF) | 3.9 | $4.0M | 43k | 92.17 | |
| Cardlytics (CDLX) | 3.2 | $3.2M | 343k | 9.40 |
