Pb Investment Partners as of Dec. 31, 2022
Portfolio Holdings for Pb Investment Partners
Pb Investment Partners holds 11 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Raymond James Financial (RJF) | 17.5 | $20M | 187k | 106.85 | |
| Bank of America Corporation (BAC) | 14.0 | $16M | 483k | 33.12 | |
| Onemain Holdings (OMF) | 13.6 | $16M | 465k | 33.31 | |
| Progressive Corporation (PGR) | 13.3 | $15M | 117k | 129.71 | |
| Apollo Global Mgmt (APO) | 12.4 | $14M | 222k | 63.79 | |
| Hilton Grand Vacations (HGV) | 10.6 | $12M | 313k | 38.54 | |
| Envestnet (ENV) | 7.5 | $8.6M | 139k | 61.70 | |
| Capital One Financial (COF) | 6.6 | $7.5M | 81k | 92.96 | |
| Cardlytics (CDLX) | 1.7 | $2.0M | 343k | 5.78 | |
| Pennymac Finl Svcs Put Put Option | 1.5 | $1.7M | 30k | 56.66 | |
| Carvana Cl A (CVNA) | 1.3 | $1.5M | 319k | 4.74 |
