PP

Pingora Partners LLC

13F
Pingora Partners LLC
Last update 2025-05-15 207 Stocks (9 new)
Value $135.00 Mil Turnover 5 %
Countries:
Top Holdings: FTAI(25.19%)CRGY(10.04%)FIP(5.01%)NFE(4.66%)BABA(3.50%)
Summary Stock Picks Current Portfolio
Pingora Partners LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
FTAI
FTAI Aviation Ltd
305,776
33,950.3
+1.34%
25.190
+0.33%
0.300
+8.71%
-23.27%
11,273.0
Business Services
CRGY
Crescent Energy Co
1,204,322
13,536.6
-2.12%
10.040
-0.25%
0.470
+10.63%
-34.89%
2,368.7
Oil & Gas
FIP
FTAI Infrastructure Inc
1,490,744
6,753.1
+4.89%
5.010
+0.23%
1.300
+58.44%
-6.46%
770.1
Conglomerates
NFE
New Fortress Energy Inc
755,393
6,277.3
+1.21%
4.660
+0.06%
0.280
-29.39%
-72.59%
1,136.6
Oil & Gas
BABA
Alibaba Group Holding Ltd
35,699
4,720.5
+2.35%
3.500
+0.08%
0.000
+3.28%
+45.30%
289,060.3
Retail - Cyclical
CTRA
Coterra Energy Inc
139,041
4,018.3
+0.81%
2.980
+0.02%
0.020
-5.85%
-5.38%
18,135.1
Oil & Gas
T
AT&T Inc
139,595
3,947.8
-1.31%
2.930
-0.03%
0.000
+2.43%
+26.74%
199,935.1
Telecommunication Services
WBA
Walgreens Boots Alliance Inc
203,880
2,277.3
-0.97%
1.690
-0.01%
0.020
+5.08%
+24.22%
10,031.8
Healthcare Providers & Services
META
Meta Platforms Inc
3,830
2,207.5
-3.53%
1.640
-0.05%
0.000
+34.17%
+22.28%
1,797,241.1
Interactive Media
PFE
Pfizer Inc
83,568
2,117.6
-1.36%
1.570
-0.02%
0.000
+13.40%
-1.02%
144,124.0
Drug Manufacturers

Pingora Partners LLC's Historical Top Holdings Breakdowns

Pingora Partners LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DINO
HF Sinclair Corp
2025-03-31
Add
Add
+1.35%
●
31.04 ($35.05) 38.48
$43.87
25.16%
Add 8825.4%
56,230
55,600
SBSI
Southside Bancshares Inc
2025-03-31
New Buy
New Buy
+0.90%
●
28.79 ($30.66) 32.77
$30.66
0%
New holding
41,675
41,675
FTAI
FTAI Aviation Ltd
2025-03-31
Add
Add
+0.33%
●
83.79 ($118.16) 174.02
$109.92
-6.97%
Add 1.34%
305,776
4,055
OKTA
Okta Inc
2025-03-31
Sold Out
Sold Out
-0.27%
●
78.83 ($97.68) 116.72
$97.89
0.21%
Sold Out
0
-5,290
CRGY
Crescent Energy Co
2025-03-31
Reduce
Reduce
-0.25%
●
10.3 ($13.78) 16.74
$9.28
-32.66%
Reduce -2.12%
1,204,322
-26,140
FIP
FTAI Infrastructure Inc
2025-03-31
Add
Add
+0.23%
●
4.53 ($6.25) 8.41
$6.71
7.36%
Add 4.89%
1,490,744
69,475
CWH
Camping World Holdings Inc
2025-03-31
Add
Add
+0.21%
●
15.98 ($20.43) 24.03
$17.98
-11.99%
Add 114.14%
32,550
17,350
KHC
The Kraft Heinz Co
2025-03-31
Add
Add
+0.16%
●
28.51 ($29.93) 32.22
$28.78
-3.84%
Add 18.48%
45,198
7,050
LUV
Southwest Airlines Co
2025-03-31
Sold Out
Sold Out
-0.16%
●
28.18 ($31.67) 34.84
$33.26
5.02%
Sold Out
0
-7,390
NOG
Northern Oil & Gas Inc
2025-03-31
Add
Add
+0.13%
●
26.89 ($34.27) 42.07
$28.74
-16.14%
Add 71.08%
14,200
5,900

Pingora Partners LLC Total Holding History ($B)

To

Pingora Partners LLC's Asset Allocation

To

Pingora Partners LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Pingora Partners LLC's Hypothetical Growth since 2025-03-31

Pingora Partners LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Pingora Partners LLC's Holdings Heat Map

Size field:

Pingora Partners LLC's Holdings Bubble Chart

Pingora Partners LLC News

  • 1

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