PB INVESTMENT PARTNERS, L.P. — 13F holdings

PB INVESTMENT PARTNERS, L.P. reported 9 holdings worth $150M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. HGV HILTON GRAND VACATIONS INC — $37.5M (25.0%)
2. COF CAPITAL ONE FINL CORP — $27.1M (18.0%)
3. APO APOLLO GLOBAL MGMT INC — $22.4M (14.9%)
4. BLK BLACKROCK INC — $18.2M (12.1%)
5. OMF ONEMAIN HLDGS INC — $12.2M (8.1%)
6. NICE NICE LTD — $11.3M (7.5%)
7. NAVN Navan Inc — $8.62M (5.7%)
8. WLTH WEALTHFRONT CORP — $6.52M (4.3%)
9. BAC BANK AMERICA CORP — $6.42M (4.3%)