DOSSIER · 13F-HR · Q2 2026

Pingora Partners LLC

$171M in tracked AUM across 182 positions as of Q2 2026.

PP
CIK 0002011176 · last filed Jun 30, 2026
Total AUM
$171M
as of Q2 2026
Holdings
182
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Pingora Partners LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
G3730V105
FTAI AVIATION LTD
$52M191K30.2%
02
CRGY
CRESCENT ENERGY COMPANY
$11M1.1M6.5%
03
FIP
FTAI INFRASTRUCTURE INC
$10M2.1M5.7%
04
DVN
DEVON ENERGY CORP NEW
$5M111K2.7%
05
DINO
HF SINCLAIR CORP
$4M56K2.3%
06
BABA
ALIBABA GROUP HLDG LTD
$3M36K2.0%
07
BA
BOEING CO
$3M15K1.9%
08
KHC
KRAFT HEINZ CO
$3M134K1.9%
09
ET
ENERGY TRANSFER L P
$3M162K1.8%
10
KRP
KIMBELL RTY PARTNERS LP
$3M201K1.7%

Filing history

2026Q2Jun 30
$171M 1.5%
182 positionsView →
2026Q1Mar 31
$169M 3.2%
186 positionsView →
2025Q4Dec 31
$164M 8.6%
204 positionsView →
2025Q3Sep 30
$151M 12.5%
200 positionsView →
2025Q2Jun 30
$134M 0.7%
204 positionsLocked
2025Q1Mar 31
$135M 11.6%
207 positionsLocked
2024Q4Dec 31
$153M 8.0%
224 positionsLocked
2024Q3Sep 30
$141M 0.0%
222 positionsLocked
2024Q2Jun 30
$141M 3.1%
233 positionsLocked
2024Q1Mar 31
$137M 21.3%
255 positionsLocked
2023Q4Dec 31
$113M
159 positionsLocked