PINNBROOK CAPITAL MANAGEMENT LP: 13F holdings
CIK 18561032026Q2
| Positions | 92 |
|---|---|
| Reported value | $938.1m |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| CSX CSX CORP | 939,978 | $44.7m | 4.8% |
| KGS KODIAK GAS SVCS INC | 391,854 | $29.4m | 3.1% |
| JBL JABIL INC | 58,867 | $22.7m | 2.4% |
| NTRA NATERA INC | 69,300 | $18.8m | 2.0% |
| WAB WABTEC | 69,107 | $18.6m | 2.0% |
| PWR QUANTA SVCS INC | 23,734 | $17.1m | 1.8% |
| TKR TIMKEN CO | 113,500 | $16.5m | 1.8% |
| ATI ATI INC | 82,081 | $16.2m | 1.7% |
| TXN TEXAS INSTRS INC | 50,400 | $15.0m | 1.6% |
| ARMK ARAMARK | 257,700 | $14.7m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1856103")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.