Pingora Partners LLC
187 holdingsFiling period: 2026-03-31Current AUM: $172.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | FTAI AVIATION LTD | 190.8K | $46.7M | $46.7M | 27.06% | -115,371 | 2026-03-31 |
| 2 | CRGY | CRESCENT ENERGY COMPANY | 1.12M | $15.1M | $12.8M | 7.41% | -43,170 | 2026-03-31 |
| 3 | FIP | FTAI INFRASTRUCTURE INC | 2.05M | $10.1M | $7.7M | 4.43% | +282.6K | 2026-03-31 |
| 4 | CTRA | COTERRA ENERGY INC | 138.6K | $4.9M | $4.9M | 2.82% | -- | 2026-03-31 |
| 5 | BABA | ALIBABA GROUP HLDG LTD | 35.7K | $4.5M | $4.4M | 2.53% | +1.1K | 2026-03-31 |
| 6 | T | AT&T INC | 130.3K | $3.8M | $3.0M | 1.75% | +1.5K | 2026-03-31 |
| 7 | DINO | HF SINCLAIR CORP | 57.5K | $3.6M | $5.3M | 3.04% | -- | 2026-03-31 |
| 8 | ET | ENERGY TRANSFER L P | 162.1K | $3.1M | $3.3M | 1.91% | +1.3K | 2026-03-31 |
| 9 | BA | BOEING CO | 14.9K | $3.0M | $3.2M | 1.86% | +175 | 2026-03-31 |
| 10 | KRP | KIMBELL RTY PARTNERS LP | 201.5K | $2.9M | $3.0M | 1.75% | +103.4K | 2026-03-31 |
| 11 | XOM | EXXON MOBIL CORP | 16.0K | $2.7M | $2.5M | 1.44% | -- | 2026-03-31 |
| 12 | XOM | EXXON MOBIL CORP | 16.0K | $2.7M | $2.5M | 1.44% | -- | 2026-03-31 |
| 13 | PFE | PFIZER INC | 89.5K | $2.5M | $2.2M | 1.30% | +5.7K | 2026-03-31 |
| 14 | FCX | FREEPORT MCMORAN INC | 40.8K | $2.4M | $2.6M | 1.48% | -- | 2026-03-31 |
| 15 | AAPL | APPLE INC | 8.8K | $2.2M | $2.7M | 1.57% | -- | 2026-03-31 |
| 16 | META | META PLATFORMS INC | 3.6K | $2.1M | $2.0M | 1.17% | -100 | 2026-03-31 |
| 17 | BMY | BRISTOL-MYERS SQUIBB CO | 33.9K | $2.1M | $2.2M | 1.28% | -150 | 2026-03-31 |
| 18 | KHC | KRAFT HEINZ CO | 89.7K | $2.0M | $2.3M | 1.34% | +41.3K | 2026-03-31 |
| 19 | PVL | PERMIANVILLE RTY TR | 1.09M | $2.0M | $1.9M | 1.09% | +134.8K | 2026-03-31 |
| 20 | IBM | INTERNATIONAL BUSINESS MACHS | 8.1K | $2.0M | $1.8M | 1.04% | -- | 2026-03-31 |
| 21 | SBSI | SOUTHSIDE BANCSHARES INC | 61.7K | $1.9M | $2.0M | 1.16% | -- | 2026-03-31 |
| 22 | TDAY | USA TODAY CO INC | 253.7K | $1.8M | $2.2M | 1.28% | -3,506 | 2026-03-31 |
| 23 | KMI | KINDER MORGAN INC DEL | 53.3K | $1.8M | $1.7M | 0.99% | -- | 2026-03-31 |
| 24 | MPLX | MPLX LP | 30.2K | $1.7M | $1.8M | 1.02% | -- | 2026-03-31 |
| 25 | AMZN | AMAZON COM INC | 7.8K | $1.6M | $2.1M | 1.23% | -- | 2026-03-31 |
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