MondegarAI
Pingora Partners LLC

Q4 2024 · 13F-HR

Pingora Partners LLCholdings as filed

Filed 2025-02-14 · accession 0002011176-25-000001

$152.5M
Reported value
224
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
G3730V105FTAIFTAI AVIATION LTD$43.5M28.5%301,721CommonSOLE
44952J104CRGYCRESCENT ENERGY COMPANY$18.0M11.8%1,230,462CommonSOLE
644393100NFENEW FORTRESS ENERGY INC$11.3M7.40%746,393CommonSOLE
35953C106FIPFTAI INFRASTRUCTURE INC$10.3M6.76%1,421,269CommonSOLE
127097103CTRACOTERRA ENERGY INC$3.5M2.31%137,917CommonSOLE
00206R102TAT&T INC$3.2M2.11%141,443CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$3.0M1.94%34,878CommonSOLE
30303M102METAMETA PLATFORMS INC$2.3M1.52%3,970CommonSOLE
037833100AAPLAPPLE INC$2.3M1.50%9,121CommonSOLE
717081103PFEPFIZER INC$2.2M1.47%84,718CommonSOLE
29273V100ETENERGY TRANSFER L P$2.2M1.46%113,656CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$1.9M1.26%205,880CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.8M1.18%8,190CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.8M1.18%16,665CommonSOLE
097023105BABOEING CO$1.7M1.14%9,831CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$1.7M1.11%61,700CommonSOLE
023135106AMZNAMAZON COM INC$1.7M1.11%7,695CommonSOLE
594918104MSFTMICROSOFT CORP$1.6M1.07%3,860CommonSOLE
254687106DISDISNEY WALT CO$1.6M1.06%14,556CommonSOLE
55336V100MPLXMPLX LP$1.5M0.97%30,823CommonSOLE
532457108LLYELI LILLY & CO$1.5M0.96%1,900CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$1.3M0.87%34,870CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$1.3M0.85%13,582CommonSOLE
58933Y105MRKMERCK & CO INC$1.3M0.85%12,979CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.3M0.85%22,810CommonSOLE
71425H100PVLPERMIANVILLE RTY TR$1.2M0.80%902,508CommonSOLE
780259305SHELSHELL PLC$1.2M0.79%19,345CommonSOLE
500754106KHCKRAFT HEINZ CO$1.2M0.77%38,148CommonSOLE
798241105SJTSAN JUAN BASIN RTY TR$1.1M0.70%279,688CommonSOLE
112463104BKDBROOKDALE SR LIVING INC$971,7160.64%193,184CommonSOLE
580135101MCDMCDONALDS CORP$968,8120.64%3,342CommonSOLE
478160104JNJJOHNSON & JOHNSON$734,5250.48%5,079CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$679,0450.45%7,956CommonSOLE
166764100CVXCHEVRON CORP NEW$644,2480.42%4,448CommonSOLE
651229106NWLNEWELL BRANDS INC$639,6710.42%64,224CommonSOLE
742718109PGPROCTER AND GAMBLE CO$603,0370.40%3,597CommonSOLE
36472T109TDAYGANNETT CO INC$555,5220.36%109,787CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$537,4920.35%16,422CommonSOLE
49435R102KRPKIMBELL RTY PARTNERS LP$474,3380.31%29,226CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$468,3680.31%1,600CommonSOLE
02079K107GOOGALPHABET INC$466,5780.31%2,450CommonSOLE
437076102HDHOME DEPOT INC$449,2830.29%1,155CommonSOLE
679295105OKTAOKTA INC$416,8520.27%5,290CommonSOLE
001055102AFLAFLAC INC$413,7600.27%4,000CommonSOLE
256163106DOCUDOCUSIGN INC$413,7240.27%4,600CommonSOLE
00162Q452AMLPALPS ETF TR$386,6280.25%8,028CommonSOLE
713448108PEPPEPSICO INC$369,9620.24%2,433CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$337,6080.22%2,795CommonSOLE
172967424CCITIGROUP INC$337,5200.22%4,795CommonSOLE
G1466R173BORRBORR DRILLING LTD$334,6200.22%85,800CommonSOLE
67066G104NVDANVIDIA CORPORATION$332,3680.22%2,475CommonSOLE
125523100CITHE CIGNA GROUP$331,3680.22%1,200CommonSOLE
00287Y109ABBVABBVIE INC$326,9680.21%1,840CommonSOLE
13462K109CWHCAMPING WORLD HLDGS INC$320,4160.21%15,200CommonSOLE
624756102MLIMUELLER INDS INC$317,4400.21%4,000CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$308,4280.20%8,300CommonSOLE
149123101CATCATERPILLAR INC$272,0700.18%750CommonSOLE
595112103MUMICRON TECHNOLOGY INC$270,6590.18%3,216CommonSOLE
68389X105ORCLORACLE CORP$266,6240.17%1,600CommonSOLE
02079K305GOOGLALPHABET INC$251,2010.16%1,327CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$248,4520.16%7,390CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$226,0200.15%13,233CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$216,2150.14%477CommonSOLE
65339F101NEENEXTERA ENERGY INC$215,0700.14%3,000CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$209,6080.14%700CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$200,3940.13%2,013CommonSOLE
438516106HONHONEYWELL INTL INC$200,1390.13%886CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$199,3530.13%350CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$187,5270.12%22,703CommonSOLE
002824100ABTABBOTT LABS$186,6320.12%1,650CommonSOLE
88160R101TSLATESLA INC$183,7470.12%455CommonSOLE
907818108UNPUNION PAC CORP$182,4320.12%800CommonSOLE
03823U102AAOIAPPLIED OPTOELECTRONICS INC$165,8700.11%4,500CommonSOLE
09260D107BXBLACKSTONE INC$163,7990.11%950CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$156,8170.10%310CommonSOLE
88579Y101MMM3M CO$141,9990.09%1,100CommonSOLE
31428X106FDXFEDEX CORP$140,6650.09%500CommonSOLE
704326107PAYXPAYCHEX INC$140,2200.09%1,000CommonSOLE
291011104EMREMERSON ELEC CO$138,8020.09%1,120CommonSOLE
855244109SBUXSTARBUCKS CORP$136,8750.09%1,500CommonSOLE
191216100KOCOCA COLA CO$135,4160.09%2,175CommonSOLE
64110L106NFLXNETFLIX INC$133,6980.09%150CommonSOLE
922908553VNQVANGUARD INDEX FDS$133,6200.09%1,500CommonSOLE
872540109TJXTJX COS INC NEW$132,8910.09%1,100CommonSOLE
464287432TLTISHARES TR$130,9950.09%1,500CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$121,0540.08%505CommonSOLE
11135F101AVGOBROADCOM INC$120,5570.08%520CommonSOLE
206787103CNDTCONDUENT INC$118,7760.08%29,400CommonSOLE
031162100AMGNAMGEN INC$118,5910.08%455CommonSOLE
06738E204BCSBARCLAYS PLC$118,2810.08%8,900CommonSOLE
293594107ENVXENOVIX CORPORATION$116,3090.08%10,700CommonSOLE
609207105MDLZMONDELEZ INTL INC$112,8900.07%1,890CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$107,9720.07%3,443CommonSOLE
244199105DEDEERE & CO$105,9250.07%250CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$102,3890.07%12,060CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$101,5710.07%275CommonSOLE
74762E102QUREQUANTA SVCS INC$99,5560.07%315CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$98,7450.06%500CommonSOLE
020002101ALLALLSTATE CORP$96,3950.06%500CommonSOLE
53814X102LIVXEURLIVEONE INC$94,1390.06%64,040CommonSOLE
464287655IWMISHARES TR$88,3840.06%400CommonSOLE
406216101HALHALLIBURTON CO$88,0960.06%3,240CommonSOLE
92826C839VVISA INC$86,9110.06%275CommonSOLE
872590104TMUST-MOBILE US INC$83,8770.05%380CommonSOLE
806857108SLBSCHLUMBERGER LTD$82,8140.05%2,160CommonSOLE
904767704UNILEVER PLC$78,9260.05%1,392CommonSOLE
74967X103RHRH$78,7180.05%200CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$77,4100.05%1,000CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$76,9670.05%84CommonSOLE
441593100HLIHOULIHAN LOKEY INC$69,4640.05%400CommonSOLE
172908105CTASCINTAS CORP$65,7720.04%360CommonSOLE
375558103GILDGILEAD SCIENCES INC$64,6590.04%700CommonSOLE
931142103WMTWALMART INC$60,9860.04%675CommonSOLE
344849104WOOFOOT LOCKER INC$60,9280.04%2,800CommonSOLE
780910105RVTROYCE SMALL CAP TRUST INC$58,9810.04%3,733CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$58,9760.04%112CommonSOLE
458140100INTCINTEL CORP$55,8390.04%2,785CommonSOLE
067901108ABXBARRICK GOLD CORP$54,2500.04%3,500CommonSOLE
40412C101HCAHCA HEALTHCARE INC$54,0270.04%180CommonSOLE
18915M107NETCLOUDFLARE INC$53,8400.04%500CommonSOLE
00724F101ADBEADOBE INC$53,3620.03%120CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$53,0600.03%1,000CommonSOLE
46428Q109SLVISHARES SILVER TR$52,6600.03%2,000CommonSOLE
02209S103MOALTRIA GROUP INC$52,2900.03%1,000CommonSOLE
009158106APDAIR PRODS & CHEMS INC$51,0470.03%176CommonSOLE
871607107SNPSSYNOPSYS INC$50,9630.03%105CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$50,9490.03%280CommonSOLE
80105N105SNYSANOFI$49,6770.03%1,030CommonSOLE
42806J700HTZHERTZ GLOBAL HLDGS INC$49,1170.03%13,420CommonSOLE
88322Q108TGTXTG THERAPEUTICS INC$48,1600.03%1,600CommonSOLE
78409V104SPGIS&P GLOBAL INC$47,3130.03%95CommonSOLE
464287804IJRISHARES TR$47,1250.03%409CommonSOLE
N07059210ASMLASML HOLDING N V$45,7430.03%66CommonSOLE
624758108MWAMUELLER WTR PRODS INC$45,0000.03%2,000CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$43,6990.03%84CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$42,2440.03%335CommonSOLE
79466L302CRMSALESFORCE INC$41,7910.03%125CommonSOLE
90364P105PATHUIPATH INC$41,5620.03%3,270CommonSOLE
668771108GENGEN DIGITAL INC$41,0700.03%1,500CommonSOLE
690370101BBBYBEYOND INC$40,9190.03%8,300CommonSOLE
87612E106TGTTARGET CORP$40,5540.03%300CommonSOLE
G5960L103MDTMEDTRONIC PLC$39,9400.03%500CommonSOLE
464285204IAUISHARES GOLD TR$38,8160.03%784CommonSOLE
75134P600METCRAMACO RES INC$37,9620.02%3,700CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$37,0150.02%500CommonSOLE
22822V101CCICROWN CASTLE INC$36,3040.02%400CommonSOLE
26875P101EOGEOG RES INC$36,1610.02%295CommonSOLE
13321L108CCJCAMECO CORP$35,9730.02%700CommonSOLE
G54950103LINLINDE PLC$35,5870.02%85CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$35,5090.02%385CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$35,2780.02%475CommonSOLE
701094104PHPARKER-HANNIFIN CORP$34,9820.02%55CommonSOLE
G8473T100STESTERIS PLC$34,5340.02%168CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$34,2950.02%165CommonSOLE
088606108BHPBHP GROUP LTD$33,6440.02%689CommonSOLE
29444U700EQIXEQUINIX INC$33,0010.02%35CommonSOLE
055622104BPBP PLC$31,6290.02%1,070CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$30,8760.02%1,200CommonSOLE
747525103QCOMQUALCOMM INC$30,7240.02%200CommonSOLE
98978V103ZTSZOETIS INC$30,1420.02%185CommonSOLE
20441A102SBSCOMPANHIA DE SANEAMENTO BASI$28,6310.02%1,998CommonSOLE
969457100WMBWILLIAMS COS INC$27,3310.02%505CommonSOLE
75513E101RTXRTX CORPORATION$26,6160.02%230CommonSOLE
82509L107SHOPSHOPIFY INC$26,5830.02%250CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$26,1760.02%65CommonSOLE
816851109SRESEMPRA$25,4390.02%290CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$24,2970.02%50CommonSOLE
87151X101SYMSYMBOTIC INC$23,7100.02%1,000CommonSOLE
403949100DINOHF SINCLAIR CORP$22,0820.01%630CommonSOLE
49177J102KVUEKENVUE INC$21,3500.01%1,000CommonSOLE
369604301GEGE AEROSPACE$20,8490.01%125CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$20,2580.01%410CommonSOLE
29364G103ETRENTERGY CORP NEW$19,7130.01%260CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$19,6920.01%180CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$18,9080.01%250CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$18,1950.01%35CommonSOLE
316773100FITBFIFTH THIRD BANCORP$17,3350.01%410CommonSOLE
337932107FEFIRSTENERGY CORP$17,1050.01%430CommonSOLE
912909108USX1UNITED STATES STL CORP NEW$16,9950.01%500CommonSOLE
37733W204GSKGSK PLC$16,9100.01%500CommonSOLE
046353108AZNNASTRAZENECA PLC$16,3800.01%250CommonSOLE
670100205NVONOVO-NORDISK A S$16,3440.01%190CommonSOLE
22275C105PODCPODCASTONE INC$16,2520.01%7,524CommonSOLE
902973304USBUS BANCORP DEL$16,0230.01%335CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$15,6360.01%200CommonSOLE
784730103SSRMSSR MINING IN$13,9700.01%2,000CommonSOLE
59156R108METMETLIFE INC$13,9200.01%170CommonSOLE
464287473IWSISHARES TR$12,8050.01%99CommonSOLE
25746U109DDOMINION ENERGY INC$12,6570.01%235CommonSOLE
922908512VOEVANGUARD INDEX FDS$12,6180.01%78CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$12,2080.01%1,155CommonSOLE
89151E109TTENTOTALENERGIES SE$11,3910.01%209CommonSOLE
74340W103PLDPROLOGIS INC.$11,3100.01%107CommonSOLE
56585A102MPCMARATHON PETE CORP$11,1600.01%80CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$10,5810.01%100CommonSOLE
65473P105NINISOURCE INC$10,2930.01%280CommonSOLE
36828A101GEVGE VERNOVA INC$10,1970.01%31CommonSOLE
92556V106VTRSVIATRIS INC$9,7230.01%781CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$9,2630.01%165CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$8,9170.01%19CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$8,7950.01%25CommonSOLE
842587107SOSOUTHERN CO$8,2320.01%100CommonSOLE
30040W108ESEVERSOURCE ENERGY$8,0400.01%140CommonSOLE
345370860FFORD MTR CO$8,0190.01%810CommonSOLE
L0175J104ASPSALTISOURCE PORTFOLIO SOLNS S$7,8890.01%12,000CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$7,8290.01%15CommonSOLE
370334104GISGENERAL MLS INC$7,6520.01%120CommonSOLE
91529Y106UNMUNUM GROUP$7,3030.00%100CommonSOLE
942622200WSOWATSCO INC$7,1080.00%15CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$6,7250.00%240CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$6,7110.00%30CommonSOLE
637417106NNNNNN REIT INC$6,3320.00%155CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$6,2250.00%50CommonSOLE
963320106WHRWHIRLPOOL CORP$5,1520.00%45CommonSOLE
372460105GPCGENUINE PARTS CO$4,6700.00%40CommonSOLE
72703X106PLPLANET LABS PBC$4,0400.00%1,000CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$3,4390.00%25CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$2,6940.00%25CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$2,4840.00%29CommonSOLE
09060U606BCDABIOCARDIA INC$2,2580.00%1,036CommonSOLE
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$1,5040.00%200CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$1,2300.00%109CommonSOLE
879382208TELFYTELEFONICA S A$8040.00%200CommonSOLE
75134P501METCBRAMACO RES INC$4940.00%50CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.