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PB Investment Partners, L.P.
PB Investment Partners, L.P. is a hedge fund investment firm based in Burlingame, California. It is registered with the SEC (CIK 0001910391). The firm specializes in pooled investment vehicles and files 13F reports. While detailed employee numbers are not disclosed publicly, its filing history and suite location indicate it is a boutique institutional manager. The firm serves institutional investors and manages concentrated, sector-focused investment portfolios.
Investment Strategy
PB Investment Partners, L.P. manages a concentrated portfolio with a value-oriented approach, primarily investing in financial services, hospitality, and alternative assets. Top holdings as of Q2 2025 include Capital One Financial Corp, Hilton Grand Vacations Inc, Apollo Global Management Inc, and Springleaf Holdings. The strategy focuses on deep research and disciplined risk management, seeking out undervalued companies with strong growth prospects and solid fundamentals, especially within the financial and consumer sectors.
Latest 13F Filing Activity
PB Investment Partners, L.P. filed their most recent 13F report on Jun 30, 2025 disclosing 8 equity positions with a total 13F market value of $147M. The fund increased holdings in Blackrock Inc., Capital One Finl Corp., Hilton Grand Vacations Inc. among other positions. PB Investment Partners, L.P. reduced exposure to Progressive Corp., Cardlytics Inc., Bank America Corp. among others.
Top Holdings
Equity Positions (8)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C COF | CAPITAL ONE FINL CORP | 22.32% | $32.8M | 154,259 | $125.57 | $212.76 | +$5.8M |
H HGV | HILTON GRAND VACATIONS INC | 17.23% | $25.3M | 610,098 | $39.32 | $41.53 | +$4.0M |
A APO | APOLLO GLOBAL MGMT INC | 15.80% | $23.2M | 163,726 | $83.69 | $141.87 | +$234.9K |
O OMF | ONEMAIN HLDGS INC | 12.28% | $18.1M | 316,721 | $47.79 | $57.00 | +$2.1M |
B BAC | BANK AMERICA CORP | 10.86% | $16.0M | 337,613 | $38.45 | $47.32 | +$222.1K |
Industry Allocation
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