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Pingora Partners LLC

Q4 2025 · 13F-HR

Pingora Partners LLCholdings as filed

Filed 2026-02-13 · accession 0002011176-26-000001

$163.5M
Reported value
204
Positions
2025-12-31
Period end
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The Brief · Pingora Partners LLC · Q4 2025

AI · grounded in 13F

Pingora Partners LLC increased its position in GIS by 2637.5%. The fund also accumulated shares in PTEN by 599.599% and KRP by 266.9685%. On the sell side, the fund trimmed its holding in KHC by 12.6087%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
G3730V105FTAIFTAI AVIATION LTD$60.3M36.9%306,146CommonSOLE
44952J104CRGYCRESCENT ENERGY COMPANY$9.7M5.95%1,159,819CommonSOLE
35953C106FIPFTAI INFRASTRUCTURE INC$8.2M4.99%1,770,103CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$5.1M3.10%34,599CommonSOLE
127097103CTRACOTERRA ENERGY INC$3.6M2.23%138,566CommonSOLE
00206R102TAT&T INC$3.2M1.96%128,780CommonSOLE
097023105BABOEING CO$3.2M1.95%14,702CommonSOLE
29273V100ETENERGY TRANSFER L P$2.7M1.62%160,794CommonSOLE
403949100DINOHF SINCLAIR CORP$2.6M1.62%57,480CommonSOLE
30303M102METAMETA PLATFORMS INC$2.5M1.51%3,745CommonSOLE
037833100AAPLAPPLE INC$2.4M1.46%8,794CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.4M1.46%8,070CommonSOLE
717081103PFEPFIZER INC$2.1M1.28%83,860CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$2.1M1.27%40,790CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.9M1.18%16,005CommonSOLE
84470P109SBSISOUTHSIDE BANCSHARES INC$1.9M1.15%61,745CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.8M1.12%34,005CommonSOLE
532457108LLYELI LILLY & CO$1.8M1.12%1,700CommonSOLE
023135106AMZNAMAZON COM INC$1.8M1.11%7,837CommonSOLE
594918104MSFTMICROSOFT CORP$1.8M1.07%3,635CommonSOLE
71425H100PVLPERMIANVILLE RTY TR$1.7M1.04%950,410CommonSOLE
55336V100MPLXMPLX LP$1.6M0.99%30,223CommonSOLE
112463104BKDBROOKDALE SR LIVING INC$1.5M0.93%141,684CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$1.5M0.90%53,250CommonSOLE
17275R102CSCOCISCO SYS INC$1.4M0.83%17,645CommonSOLE
58933Y105MRKMERCK & CO INC$1.4M0.83%12,879CommonSOLE
36472T109TDAYUSA TODAY CO INC$1.3M0.81%257,169CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.2M0.73%4,211CommonSOLE
500754106KHCKRAFT HEINZ CO$1.2M0.72%48,448CommonSOLE
49435R102KRPKIMBELL RTY PARTNERS LP$1.2M0.71%98,076CommonSOLE
254687106DISDISNEY WALT CO$1.2M0.70%10,121CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$1.1M0.65%12,157CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.0M0.63%4,979CommonSOLE
580135101MCDMCDONALDS CORP$1.0M0.62%3,332CommonSOLE
370334104GISGENERAL MLS INC$1.0M0.62%21,900CommonSOLE
166764100CVXCHEVRON CORP NEW$887,3310.54%5,822CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$874,0170.53%143,047CommonSOLE
644393100NFENEW FORTRESS ENERGY INC$840,2860.51%737,093CommonSOLE
02079K305GOOGLALPHABET INC$798,1500.49%2,550CommonSOLE
798241105SJTSAN JUAN BASIN RTY TR$759,0200.46%135,057CommonSOLE
02079K107GOOGALPHABET INC$756,2580.46%2,410CommonSOLE
780259305SHELSHELL PLC$754,6400.46%10,270CommonSOLE
G1466R173BORRBORR DRILLING LTD$623,8440.38%154,800CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$593,0760.36%16,191CommonSOLE
742718109PGPROCTER AND GAMBLE CO$515,4860.32%3,597CommonSOLE
172967424CCITIGROUP INC$478,4290.29%4,100CommonSOLE
67066G104NVDANVIDIA CORPORATION$461,5880.28%2,475CommonSOLE
624756102MLIMUELLER INDS INC$459,2000.28%4,000CommonSOLE
001055102AFLAFLAC INC$441,0800.27%4,000CommonSOLE
13462K109CWHCAMPING WORLD HLDGS INC$434,9310.27%44,700CommonSOLE
149123101CATCATERPILLAR INC$429,6530.26%750CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$411,5680.25%1,600CommonSOLE
437076102HDHOME DEPOT INC$397,4360.24%1,155CommonSOLE
00287Y109ABBVABBVIE INC$389,5750.24%1,705CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$385,4880.24%1,800CommonSOLE
00162Q452AMLPALPS ETF TR$374,6550.23%7,968CommonSOLE
90364P105PATHUIPATH INC$372,0530.23%22,700CommonSOLE
464287762IYHISHARES TR$365,9920.22%5,622CommonSOLE
713448108PEPPEPSICO INC$349,1840.21%2,433CommonSOLE
125523100CITHE CIGNA GROUP$330,2760.20%1,200CommonSOLE
68389X105ORCLORACLE CORP$311,8560.19%1,600CommonSOLE
256163106DOCUDOCUSIGN INC$294,1200.18%4,300CommonSOLE
87612E106TGTTARGET CORP$248,3830.15%2,541CommonSOLE
65339F101NEENEXTERA ENERGY INC$240,8400.15%3,000CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$239,7640.15%477CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$227,5820.14%10,600CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$216,1130.13%12,033CommonSOLE
002824100ABTABBOTT LABS$206,7290.13%1,650CommonSOLE
79466L302CRMSALESFORCE INC$201,5970.12%761CommonSOLE
907818108UNPUNION PAC CORP$185,0560.11%800CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$182,9050.11%3,133CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$181,6500.11%700CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$180,9840.11%300CommonSOLE
75134P501METCBRAMACO RES INC$178,4940.11%15,191CommonSOLE
88579Y101MMM3M CO$176,1100.11%1,100CommonSOLE
464287432TLTISHARES TR$174,3200.11%2,000CommonSOLE
438516106HONHONEYWELL INTL INC$172,8500.11%886CommonSOLE
22410J106CBRLCRACKER BARREL OLD CTRY STOR$160,0200.10%6,300CommonSOLE
872540109TJXTJX COS INC NEW$158,2180.10%1,030CommonSOLE
88160R101TSLATESLA INC$155,1530.09%345CommonSOLE
75134P600METCRAMACO RES INC$154,8000.09%8,600CommonSOLE
191216100KOCOCA COLA CO$147,8600.09%2,115CommonSOLE
291011104EMREMERSON ELEC CO$145,9920.09%1,100CommonSOLE
31428X106FDXFEDEX CORP$144,4300.09%500CommonSOLE
64110L106NFLXNETFLIX INC$140,6400.09%1,500CommonSOLE
922908553VNQVANGUARD INDEX FDS$132,7350.08%1,500CommonSOLE
651229106NWLNEWELL BRANDS INC$130,7100.08%35,137CommonSOLE
46428Q109SLVISHARES SILVER TR$128,8400.08%2,000CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$121,5560.07%400CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$120,8330.07%375CommonSOLE
74762E102QUREQUANTA SVCS INC$120,2870.07%285CommonSOLE
244199105DEDEERE & CO$116,3930.07%250CommonSOLE
293594107ENVXENOVIX CORPORATION$114,0290.07%15,599CommonSOLE
704326107PAYXPAYCHEX INC$112,1800.07%1,000CommonSOLE
609207105MDLZMONDELEZ INTL INC$101,7390.06%1,890CommonSOLE
09260D107BXBLACKSTONE INC$100,1910.06%650CommonSOLE
18915M107NETCLOUDFLARE INC$98,5750.06%500CommonSOLE
206787103CNDTCONDUENT INC$90,4700.06%47,120CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$89,5160.05%230CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$88,2100.05%1,000CommonSOLE
11135F101AVGOBROADCOM INC$86,5250.05%250CommonSOLE
53814X300LVOLIVEONE INC$83,2700.05%17,642CommonSOLE
92826C839VVISA INC$82,4170.05%235CommonSOLE
904767803ULUNILEVER PLC$80,8340.05%1,236CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$80,1500.05%2,500CommonSOLE
42806J700HTZHERTZ GLOBAL HLDGS INC$79,2590.05%15,420CommonSOLE
464287440IEFISHARES TR$76,9280.05%800CommonSOLE
031162100AMGNAMGEN INC$76,9180.05%235CommonSOLE
872590104TMUST-MOBILE US INC$70,0490.04%345CommonSOLE
092113109BKHBLACK HILLS CORP$69,4200.04%1,000CommonSOLE
N07059210ASMLASML HOLDING N V$64,1920.04%60CommonSOLE
464285204IAUISHARES GOLD TR$63,6370.04%784CommonSOLE
88322Q108TGTXTG THERAPEUTICS INC$62,6010.04%2,100CommonSOLE
375558103GILDGILEAD SCIENCES INC$61,3700.04%500CommonSOLE
780910105RVTROYCE SMALL CAP TRUST INC$60,1010.04%3,733CommonSOLE
87151X101SYMSYMBOTIC INC$59,5000.04%1,000CommonSOLE
00724F101ADBEADOBE INC$57,7480.04%165CommonSOLE
02209S103MOALTRIA GROUP INC$57,6600.04%1,000CommonSOLE
74967X103RHRH$53,7450.03%300CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$53,4650.03%62CommonSOLE
679295105OKTAOKTA INC$51,8820.03%600CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$51,5760.03%280CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$50,3520.03%400CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$50,0100.03%1,000CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$48,8000.03%2,000CommonSOLE
701094104PHPARKER-HANNIFIN CORP$48,3430.03%55CommonSOLE
G5960L103MDTMEDTRONIC PLC$48,0300.03%500CommonSOLE
20441A102SBSCOMPANHIA DE SANEAMENTO BASI$47,6520.03%1,998CommonSOLE
624758108MWAMUELLER WTR PRODS INC$47,6400.03%2,000CommonSOLE
690370101BBBYBED BATH & BEYOND INC$45,3180.03%8,300CommonSOLE
654106103NKENIKE INC$44,5970.03%700CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$44,4380.03%250CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$44,3940.03%385CommonSOLE
06849F108BBARRICK MNG CORP$43,5500.03%1,000CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$42,8160.03%75CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$42,6250.03%500CommonSOLE
G8473T100STESTERIS PLC$42,5910.03%168CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$42,4890.03%520CommonSOLE
871607107SNPSSYNOPSYS INC$42,2750.03%90CommonSOLE
458140100INTCINTEL CORP$41,6970.03%1,130CommonSOLE
088606108BHPBHP GROUP LTD$41,5950.03%689CommonSOLE
369604301GEGE AEROSPACE$38,5040.02%125CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$37,6640.02%65CommonSOLE
172908105CTASCINTAS CORP$37,6140.02%200CommonSOLE
78409V104SPGIS&P GLOBAL INC$36,5810.02%70CommonSOLE
22822V101CCICROWN CASTLE INC$35,5480.02%400CommonSOLE
816851109SRESEMPRA$35,3160.02%400CommonSOLE
931142103WMTWALMART INC$33,4230.02%300CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$33,2290.02%335CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$32,8960.02%800CommonSOLE
26875P101EOGEOG RES INC$30,9780.02%295CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$29,4680.02%65CommonSOLE
520776105DSGRDISTRIBUTION SOLUTIONS GRP I$27,3900.02%1,000CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$27,1330.02%125CommonSOLE
80105N105SNYSANOFI SA$24,9570.02%515CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$24,8040.02%180CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$24,3810.01%900CommonSOLE
82509L107SHOPSHOPIFY INC$24,1460.01%150CommonSOLE
29364G103ETRENTERGY CORP NEW$24,0320.01%260CommonSOLE
046353108AZNNASTRAZENECA PLC$22,9830.01%250CommonSOLE
670100205NVONOVO-NORDISK A S$22,3870.01%440CommonSOLE
668771108GENGEN DIGITAL INC$21,7520.01%800CommonSOLE
63008G203NNDMNANO DIMENSION LTD$21,5600.01%14,000CommonSOLE
36828A101GEVGE VERNOVA INC$20,2610.01%31CommonSOLE
98978V103ZTSZOETIS INC$19,5020.01%155CommonSOLE
29444U700EQIXEQUINIX INC$19,1540.01%25CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$18,1860.01%420CommonSOLE
902973304USBUS BANCORP DEL$17,8760.01%335CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$17,6640.01%50CommonSOLE
L0175J138ASPSALTISOURCE PORTFOLIO SOLUTIO$17,3750.01%2,500CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$16,4040.01%200CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$15,5800.01%35CommonSOLE
922908512VOEVANGUARD INDEX FDS$13,8350.01%78CommonSOLE
25746U109DDOMINION ENERGY INC$13,7690.01%235CommonSOLE
F92124100TTETOTALENERGIES SE$13,6730.01%209CommonSOLE
L0175J112ASPSWALTISOURCE PORTFOLIO SOLUTIO$13,5330.01%33,000CommonSOLE
59156R108METMETLIFE INC$13,4200.01%170CommonSOLE
372460105GPCGENUINE PARTS CO$12,2960.01%100CommonSOLE
337932107FEFIRSTENERGY CORP$12,0880.01%270CommonSOLE
65473P105NINISOURCE INC$11,6930.01%280CommonSOLE
74340W103PLDPROLOGIS INC.$11,4890.01%90CommonSOLE
L0175J120ASPSZALTISOURCE PORTFOLIO SOLUTIO$10,8900.01%33,000CommonSOLE
969457100WMBWILLIAMS COS INC$10,8200.01%180CommonSOLE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$10,7360.01%221CommonSOLE
464287473IWSISHARES TR$10,5790.01%75CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$9,7940.01%100CommonSOLE
92556V106VTRSVIATRIS INC$9,7230.01%781CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$8,4950.01%15CommonSOLE
811292200SCYXSCYNEXIS INC$7,5890.00%12,000CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$6,7080.00%25CommonSOLE
681919106OMCOMNICOM GROUP INC$6,6220.00%82CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$6,5250.00%50CommonSOLE
942622200WSOWATSCO INC$5,0540.00%15CommonSOLE
37733W204GSKGSK PLC$4,9040.00%100CommonSOLE
N5505D105MICCMAGNUM ICE CREAM CO NV$4,4060.00%278CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$3,8700.00%25CommonSOLE
09060U606BCDABIOCARDIA INC$3,7950.00%3,036CommonSOLE
464287804IJRISHARES TR$2,7640.00%23CommonSOLE
M85548101SSYSSTRATASYS LTD$1,7360.00%200CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$1,6720.00%109CommonSOLE
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$1,5600.00%200CommonSOLE
879382208TELFYTELEFONICA S A$8100.00%200CommonSOLE
075896159BBBY/WSBED BATH & BEYOND INC$5480.00%830CommonSOLE
009158106APDAIR PRODS & CHEMS INC$2470.00%1CommonSOLE

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.