StockDrifts LogoStockDrifts

Pingora Partners Llc

Portfolio Manager
Pingora Partners LLC
Performance
+18.57% (2026 Q1)
AUM (13F)
$168.70M
# of Holdings
186
Performance Rank
Allocation (Top 20)
70.9%

Pingora Partners Llc Holdings Map

Top 50 Pingora Partners Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
FTAI
FTAI AVIATION LTD
27.71%190.8K$46.7M
-37.68%(-115.37K)
2025-Q1: 305.8K shares2025-Q2: 309.1K shares2025-Q3: 307.2K shares2025-Q4: 306.1K shares2026-Q1: 190.8K shares
$42.88(+454.90%)
2026-03-31
CRGY
CRESCENT ENERGY COMPANY
8.94%1.12M$15.1M
-3.72%(-43.17K)
2025-Q1: 1.20M shares2025-Q2: 1.22M shares2025-Q3: 1.21M shares2025-Q4: 1.16M shares2026-Q1: 1.12M shares
$12.88(+1.27%)
2026-03-31
FIP
FTAI INFRASTRUCTURE INC
6.01%2.05M$10.1M
+15.96%(+282.55K)
2025-Q1: 1.49M shares2025-Q2: 1.63M shares2025-Q3: 1.72M shares2025-Q4: 1.77M shares2026-Q1: 2.05M shares
$4.11(+12.72%)
2026-03-31
CTRA
COTERRA ENERGY INC
2.89%138.6K$4.9M
+0.00%(+0)
2025-Q1: 139.0K shares2025-Q2: 138.1K shares2025-Q3: 137.6K shares2025-Q4: 138.6K shares2026-Q1: 138.6K shares
$26.27(+23.93%)
2026-03-31
BABA
ALIBABA GROUP HLDG LTD
2.65%35.7K$4.5M
+3.15%(+1.09K)
2025-Q1: 35.7K shares2025-Q2: 35.5K shares2025-Q3: 34.7K shares2025-Q4: 34.6K shares2026-Q1: 35.7K shares
$86.10(+53.99%)
2026-03-31
T
AT&T INC
2.24%130.3K$3.8M
+1.18%(+1.51K)
2025-Q1: 139.6K shares2025-Q2: 135.3K shares2025-Q3: 130.3K shares2025-Q4: 128.8K shares2026-Q1: 130.3K shares
$17.02(+41.19%)
2026-03-31
DINO
HF SINCLAIR CORP
2.13%57.5K$3.6M
+0.00%(+0)
2025-Q1: 56.2K shares2025-Q2: 59.3K shares2025-Q3: 58.3K shares2025-Q4: 57.5K shares2026-Q1: 57.5K shares
$34.36(+103.74%)
2026-03-31
ET
ENERGY TRANSFER L P
1.85%162.1K$3.1M
+0.81%(+1.30K)
2025-Q1: 113.7K shares2025-Q2: 114.5K shares2025-Q3: 157.3K shares2025-Q4: 160.8K shares2026-Q1: 162.1K shares
$15.02(+34.18%)
2026-03-31
BA
BOEING CO
1.76%14.9K$3.0M
+1.19%(+175)
2025-Q1: 9.8K shares2025-Q2: 9.8K shares2025-Q3: 9.7K shares2025-Q4: 14.7K shares2026-Q1: 14.9K shares
$219.05(+0.66%)
2026-03-31
KRP
KIMBELL RTY PARTNERS LP
1.73%201.5K$2.9M
+105.43%(+103.40K)
2025-Q1: 29.2K shares2025-Q2: 26.7K shares2025-Q3: 26.7K shares2025-Q4: 98.1K shares2026-Q1: 201.5K shares
$13.26(+16.43%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Pingora Partners Llc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all