Pb Investment Partners as of March 31, 2023
Portfolio Holdings for Pb Investment Partners
Pb Investment Partners holds 12 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 14.7 | $17M | 117k | 143.06 | |
| Onemain Holdings (OMF) | 13.3 | $15M | 407k | 37.08 | |
| Apollo Global Mgmt (APO) | 13.1 | $15M | 235k | 63.16 | |
| Raymond James Financial (RJF) | 12.6 | $14M | 153k | 93.27 | |
| Hilton Grand Vacations (HGV) | 12.2 | $14M | 313k | 44.43 | |
| Capital One Financial (COF) | 10.5 | $12M | 124k | 96.16 | |
| Bank of America Corporation (BAC) | 7.9 | $9.0M | 316k | 28.60 | |
| Envestnet (ENV) | 5.8 | $6.6M | 112k | 58.67 | |
| Markel Corporation (MKL) | 5.7 | $6.5M | 5.1k | 1277.41 | |
| Carvana Cl A (CVNA) | 1.7 | $2.0M | 200k | 9.79 | |
| Pennymac Finl Svcs Put Put Option | 1.6 | $1.8M | 30k | 59.61 | |
| Cardlytics (CDLX) | 1.0 | $1.2M | 343k | 3.40 |
