Pb Investment Partners as of June 30, 2023
Portfolio Holdings for Pb Investment Partners
Pb Investment Partners holds 10 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apollo Global Mgmt (APO) | 15.8 | $18M | 240k | 76.81 | |
| Onemain Holdings (OMF) | 14.6 | $17M | 392k | 43.69 | |
| Capital One Financial (COF) | 14.3 | $17M | 153k | 109.37 | |
| Progressive Corporation (PGR) | 14.1 | $17M | 125k | 132.37 | |
| Raymond James Financial (RJF) | 11.2 | $13M | 126k | 103.77 | |
| Hilton Grand Vacations (HGV) | 10.1 | $12M | 259k | 45.44 | |
| Bank of America Corporation (BAC) | 9.2 | $11M | 374k | 28.69 | |
| Markel Corporation (MKL) | 8.5 | $9.9M | 7.2k | 1383.18 | |
| Cardlytics (CDLX) | 1.9 | $2.2M | 343k | 6.32 | |
| Envestnet (ENV) | 0.4 | $466k | 7.9k | 59.35 |
