Institutions / Pingora Partners LLC
Pingora Partners LLC
CIK 2011176 · Institution · as of Dec 31, 2025
Portfolio value
$163.54M
Positions
204
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 204 →
| Company | Value | % of portfolio |
|---|---|---|
| FTAI Aviation Ltd | $60.26M | 36.9% |
| Crescent Energy Co | $9.73M | 6.0% |
| FTAI Infrastructure Inc. | $8.16M | 5.0% |
| Alibaba Group Holding LtdBABA | $5.07M | 3.1% |
| Coterra Energy Inc. | $3.65M | 2.2% |
| AT&T Inc. | $3.20M | 2.0% |
| The Boeing Company | $3.19M | 2.0% |
| Energy Transfer LPET | $2.65M | 1.6% |
| HF Sinclair Corp | $2.65M | 1.6% |
| Meta Platforms Inc | $2.47M | 1.5% |
| Apple Inc. | $2.39M | 1.5% |
| International Business Machines Corp | $2.39M | 1.5% |
| Pfizer Inc | $2.09M | 1.3% |
| Freeport-McMoran Inc | $2.07M | 1.3% |
| Exxon Mobil Corp | $1.93M | 1.2% |
| Southside Bancshares Inc | $1.88M | 1.1% |
| Bristol Myers Squibb Co | $1.83M | 1.1% |
| ELI LILLY & Co | $1.83M | 1.1% |
| Amazon.com Inc | $1.81M | 1.1% |
| Microsoft Corp | $1.76M | 1.1% |
| Permianville Rty Tr | $1.70M | 1.0% |
| Mplx LPMPLX | $1.61M | 1.0% |
| Brookdale Senior Living Inc. | $1.53M | 0.9% |
| Kinder Morgan, Inc. | $1.46M | 0.9% |
| Cisco Systems, Inc. | $1.36M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.