PB Investment Partners, L.P. holds a concentrated book of 9 stocks worth $150.2M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they trimmed Navan Inc-CL A. Their largest long position is Hilton Grand Vacations Inc at 25% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as PB Investment Partners, L.P.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| SALZHAUER MICHAEL | 2 / 9 | $95.2M |
| MSA Advisors, LLC | 2 / 9 | $97.3M |
| Regal Partners Ltd | 2 / 9 | $315.9M |
| Ribbit Management Company, LLC | 2 / 9 | $315.9M |
| Brave Warrior Advisors, LLC | 4 / 9 | $596.5M |
| Spinecap SAS | 2 / 9 | $47.7M |
| Prana Capital Management, LP | 3 / 9 | $454.2M |
| Cander Asset Management LP | 3 / 9 | $73.6M |
Ranked by the share of each fund's own book sitting in the names it shares with PB Investment Partners, L.P.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Hilton Grand Vacations Inc COM | $37.5M | 716.9K | 25.0% | —Held | |
| 2 | Capital One Finl Corp COM | $27.1M | 135.2K | 18.0% | ▲+1.4% Added · +2K sh | |
| 3 | Apollo Global Mgmt Inc COM | $22.4M | 189.1K | 14.9% | —Held | |
| 4 | BlackRock Inc COM | $18.2M | 18.9K | 12.1% | —Held | |
| 5 | Onemain Hldgs Inc COM | $12.2M | 200.1K | 8.1% | —Held | |
| 6 | Nice Ltd SPONSORED ADR | $11.3M | 124.2K | 7.5% | ▲+185% Added · +81K sh | |
| 7 | Navan Inc CL A | $8.6M | 376.9K | 5.7% | ▼−3.1% Reduced · −12K sh | |
| 8 | Wealthfront Corp COM | $6.5M | 729.5K | 4.3% | ▲+64% Added · +284K sh | |
| 9 | Bank Of Amer Corp COM | $6.4M | 112.7K | 4.3% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1910391/holdings"
Use Arkolith to show PB INVESTMENT PARTNERS, L.P.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.