Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Pingora Partners LLC (CIK 2011176) reported $168.7M across 185 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FTAI ($46.7M, 27.71%), CRGY ($15.1M, 8.94%), FIP ($10.1M, 6.01%), CTRA ($4.9M, 2.89%), BABA ($4.5M, 2.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FTAI | FTAI AVIATION LTD | $46.7M | 27.71% | 190,775 | Trimmed |
| 2 | CRGY | CRESCENT ENERGY COMPANY | $15.1M | 8.94% | 1.1M | Trimmed |
| 3 | FIP | FTAI INFRASTRUCTURE INC | $10.1M | 6.01% | 2.1M | Added |
| 4 | CTRA | COTERRA ENERGY INC | $4.9M | 2.89% | 138,566 | Hold |
| 5 | BABA | ALIBABA GROUP HLDG LTD | $4.5M | 2.65% | 35,689 | Added |
| 6 | T | AT&T INC | $3.8M | 2.24% | 130,295 | Added |
| 7 | DINO | HF SINCLAIR CORP | $3.6M | 2.13% | 57,480 | Hold |
| 8 | ET | ENERGY TRANSFER L P | $3.1M | 1.85% | 162,094 | Added |
| 9 | BA | BOEING CO | $3.0M | 1.76% | 14,877 | Added |
| 10 | KRP | KIMBELL RTY PARTNERS LP | $2.9M | 1.73% | 201,476 | Added |
| 11 | XOM | EXXON MOBIL CORP | $2.7M | 1.61% | 16,005 | Hold |
| 12 | PFE | PFIZER INC | $2.5M | 1.49% | 89,510 | Added |
| 13 | FCX | FREEPORT MCMORAN INC | $2.4M | 1.42% | 40,790 | Hold |
| 14 | AAPL | APPLE INC | $2.2M | 1.32% | 8,794 | Hold |
| 15 | META | META PLATFORMS INC | $2.1M | 1.24% | 3,645 | Trimmed |
| 16 | BMY | BRISTOL-MYERS SQUIBB CO | $2.1M | 1.22% | 33,855 | Trimmed |
| 17 | KHC | KRAFT HEINZ CO | $2.0M | 1.20% | 89,748 | Added |
| 18 | PVL | PERMIANVILLE RTY TR | $2.0M | 1.19% | 1.1M | Added |
| 19 | IBM | INTERNATIONAL BUSINESS MACHS | $2.0M | 1.16% | 8,070 | Hold |
| 20 | SBSI | SOUTHSIDE BANCSHARES INC | $1.9M | 1.14% | 61,745 | Hold |
| 21 | KMI | KINDER MORGAN INC DEL | $1.8M | 1.06% | 53,250 | Hold |
| 22 | GCI | USA TODAY CO INC | $1.8M | 1.06% | 253,663 | Trimmed |
| 23 | MPLX | MPLX LP | $1.7M | 1.02% | 30,223 | Hold |
| 24 | AMZN | AMAZON COM INC | $1.6M | 0.97% | 7,837 | Hold |
| 25 | MRK | MERCK & CO INC | $1.5M | 0.92% | 12,879 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31