Institutional Fund
Pingora Partners LLC
Wilson, WYCIK 20111765 filings on record
Portfolio Value
$168.70M
Q1 2026
Holdings
186
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+3.2%
from $163.54M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ftai Aviation Ltd27.7%
- Crescent Energy Company8.9%
- Ftai Infrastructure Inc6.0%
- Coterra Energy Inc2.9%
- Alibaba Group Hldg Ltd2.7%
- At&T Inc2.2%
- Other49.6%
Portfolio Holdings
186 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ftai Aviation Ltd | 190.8K | $46.74M | 27.7% | −115.4K | Reduced |
| 2 | Crescent Energy Company | 1.12M | $15.07M | 8.9% | −43.2K | Reduced |
| 3 | Ftai Infrastructure Inc | 2.05M | $10.14M | 6.0% | +282.6K | Added |
| 4 | Coterra Energy Inc | 138.6K | $4.87M | 2.9% | 0 | Held |
| 5 | Alibaba Group Hldg Ltd | 35.7K | $4.48M | 2.7% | +1.1K | Added |
| 6 | At&T Inc | 130.3K | $3.78M | 2.2% | +1.5K | Added |
| 7 | Hf Sinclair Corp | 57.5K | $3.59M | 2.1% | 0 | Held |
| 8 | Energy Transfer L P | 162.1K | $3.13M | 1.9% | +1.3K | Added |
| 9 | Boeing Co | 14.9K | $2.96M | 1.8% | +175 | Added |
| 10 | Kimbell Rty Partners LP | 201.5K | $2.92M | 1.7% | +103.4K | Added |
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