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PB Investment Partners, L.P.

CIK:0001910391
Hedge Fund
$147M AUM
8 holdings
Burlingame, CA, US
Founded:2019
Latest filing:Jun 30, 2025

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.

Top Buys
B
BLKBLACKROCK INC
+$10.9M
C
COFCAPITAL ONE FINL CORP
+$5.8M
H
HGVHILTON GRAND VACATIONS INC
+$4.0M
P
PGRPROGRESSIVE CORP
-$2.9M
O
OMFONEMAIN HLDGS INC
+$2.1M
Top Sells
B
BLKBLACKROCK INC
+$10.9M
C
COFCAPITAL ONE FINL CORP
+$5.8M
H
HGVHILTON GRAND VACATIONS INC
+$4.0M
P
PGRPROGRESSIVE CORP
-$2.9M
O
OMFONEMAIN HLDGS INC
+$2.1M

Top Holdings

C
COFCAPITAL ONE FINL CORP
+22.3%$32.8M
H
HGVHILTON GRAND VACATIONS INC
+17.2%$25.3M
A
APOAPOLLO GLOBAL MGMT INC
+15.8%$23.2M
O
OMFONEMAIN HLDGS INC
+12.3%$18.1M
B
BACBANK AMERICA CORP
+10.9%$16.0M

Equity Positions (8)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
C
COF
CAPITAL ONE FINL CORP22.32%$32.8M154,259$125.57$212.76+$5.8M
H
HGV
HILTON GRAND VACATIONS INC17.23%$25.3M610,098$39.32$41.53+$4.0M
A
APO
APOLLO GLOBAL MGMT INC15.80%$23.2M163,726$83.69$141.87+$234.9K
O
OMF
ONEMAIN HLDGS INC12.28%$18.1M316,721$47.79$57.00+$2.1M
B
BAC
BANK AMERICA CORP10.86%$16.0M337,613$38.45$47.32+$222.1K

Industry Allocation

NATIONAL COMMERCIAL BANKS
+33.2%
HOTELS, ROOMING HOUSES, CAMPS & OTHER LODGING PLACES
+17.2%
INVESTMENT ADVICE
+15.8%
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+14.8%
PERSONAL CREDIT INSTITUTIONS
+12.3%