Pingora Partners LLC 13F Holdings
CIK 0002011176 · WILSON, WY
As of Sep 30, 2025, Pingora Partners LLC reported 200 positions worth
CIK 0002011176 · WILSON, WY
As of Sep 30, 2025, Pingora Partners LLC reported 200 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| FTAI AVIATION LTD | FTAI | Industrials | 307,166 | $51.3M | 34.04% |
| CRESCENT ENERGY CO | CRGY | Energy | 1,212,893 | 0.8M | 7.18% |
| FTAI INFRASTRUCTURE INC | FIP | Industrials | 1,716,173 | $7.5M | 4.97% |
| ALIBABA GROUP HOLDING LTD | BABA | Consumer Cyclical | 34,656 | $6.2M | 4.11% |
| AT&T INC | T | Communication Services | 130,325 | $3.7M | 2.44% |
| COTERRA ENERGY INC | CTRA | Energy | 137,566 | $3.3M | 2.16% |
| HF SINCLAIR CORP | DINO | Energy | 58,280 | $3.1M | 2.03% |
| META PLATFORMS INC | META | Communication Services | 3,745 | $2.8M | 1.83% |
| ENERGY TRANSFER LP | ET | Energy | 157,254 | $2.7M | 1.79% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 8,090 | $2.3M | 1.52% |
| APPLE INC | AAPL | Technology | 8,901 | $2.3M | 1.51% |
| BOEING CO | BA | Industrials | 9,676 | $2.1M | 1.39% |
| PFIZER INC | PFE | Healthcare | 81,168 | $2.1M | 1.37% |
| MICROSOFT CORP | MSFT | Technology | 3,670 | .9M | 1.26% |
| EXXON MOBIL CORP | XOM | Energy | 16,005 | .8M | 1.20% |
| NEW FORTRESS ENERGY INC | NFE | Utilities | 788,593 | .7M | 1.16% |
| BROOKDALE SENIOR LIVING INC | BKD | Healthcare | 204,689 | .7M | 1.15% |
| AMAZON.COM INC | AMZN | Equity | 7,855 | .7M | 1.15% |
| FREEPORT-MCMORAN INC | FCX | Basic Materials | 42,190 | .7M | 1.10% |
| PERMIANVILLE RTY TR | PVL | — | 909,024 | .6M | 1.09% |
| MPLX LP | MPLX | Energy | 30,823 | .5M | 1.02% |
| KINDER MORGAN INC | KMI | Energy | 53,900 | .5M | 1.01% |
| SOUTHSIDE BANCSHARES INC | SBSI | Financial Services | 53,845 | .5M | 1.01% |
| KRAFT HEINZ CO/THE | KHC | Consumer Defensive | 55,438 | .4M | 0.96% |
| WALT DISNEY CO | DIS | Communication Services | 11,941 | .4M | 0.91% |