PINGORA PARTNERS LLC 13F Portfolio
PINGORA PARTNERS LLC runs PINGORA PARTNERS LLC and currently holds 182 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $171.27M. Their top holdings are FTAI, CRGY, FIP, DVN, DINO. The top five represent 47.3% of reported portfolio weight. PINGORA PARTNERS LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, PINGORA PARTNERS LLC initiated 2 new positions. They added to 21 existing positions. They trimmed 18 positions. Their current best-performing preview position is MU with returns of +241.67%.
Portfolio Value
$171.27M
Alpha Score
72.3
#0 of 1000
Holdings
182
PINGORA PARTNERS LLC Current 13F Holdings
Reported holdings from PINGORA PARTNERS LLC's latest SEC 13F filing, ranked by portfolio weight.
182 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
FTAI FTAI AVIATION LTD | 30.18% | $48.35 | $169.97 | +251.53% | Added +0.17% |
CRGY CRESCENT ENERGY COMPANY | 6.47% | $13.06 | $12.65 | -3.14% | Added +1.03% |
FIP FTAI INFRASTRUCTURE INC | 5.67% | $4.34 | $2.65 | -38.94% | Added +2.02% |
DVN DEVON ENERGY CORP NEW | 2.67% | $41.89 | $48.29 | +15.28% | Added +601.06% |
DINO HF SINCLAIR CORP | 2.27% | $33.54 | $121.29 | +261.63% | Trimmed -2.78% |
BABA ALIBABA GROUP HLDG LTD | 2.01% | $87.59 | $111.37 | +27.15% | Added +0.42% |
BA BOEING CO | 1.88% | $233.11 | $190.36 | -18.34% | Trimmed -0.17% |
KHC KRAFT HEINZ CO | 1.85% | $26.47 | $22.27 | -15.87% | Added +49.86% |
ET ENERGY TRANSFER L P | 1.81% | $14.81 | $20.72 | +39.91% | Held |
KRP KIMBELL RTY PARTNERS LP | 1.71% | $13.59 | $15.25 | +12.21% | Held |
Showing 1-10 of 182