§ 13F · FUND PROFILE
Pingora Partners LLC.
AUM · $151M (13F)Positions · 200Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$643K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FTAI | FTAI AVIATION LTD | 191K | $52M | 30.2% | ±0% |
| 2 | CRGY | CRESCENT ENERGY COMPANY | 1.13M | $11M | 6.5% | +1% |
| 3 | FIP | FTAI INFRASTRUCTURE INC | 2.09M | $10M | 5.7% | +2% |
| 4 | DVN | DEVON ENERGY CORP NEW | 111K | $5M | 2.7% | +601% |
| 5 | DINO | HF SINCLAIR CORP | 56K | $4M | 2.3% | −3% |
| 6 | BABA | ALIBABA GROUP HLDG LTD | 36K | $3M | 2.0% | ±0% |
| 7 | BA | BOEING CO | 15K | $3M | 1.9% | ±0% |
| 8 | KHC | KRAFT HEINZ CO | 134K | $3M | 1.9% | +50% |
| 9 | ET | ENERGY TRANSFER L P | 162K | $3M | 1.8% | ±0% |
| 10 | KRP | KIMBELL RTY PARTNERS LP | 201K | $3M | 1.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PINGORA SIGNAL
AC read
Pingora Partners LLC is a Other fund managing $151 million in assets. The fund runs a broad portfolio of 200 positions.
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