CIK: 1856103
PINNBROOK CAPITAL MANAGEMENT LP

Address: 437 MADISON AVENUE, 27TH FLOOR, NEW YORK, NY 10022

α Alpha 0.5900↭ Flow 0.2700Quant/Multi-Strategy105 holdings17 quarters

📊 Score Breakdown — Alpha: 0.5900 / Flow: 0.2700click to expand ▼

164holdings (Q4 2025)
$0.71B13F reported value
+42 NEW+20 INCREASED-32 DECREASED-70 EXITED

Total (Q4 25): $714,956,903

Top Holdings by Value

Position Changes (Q4 vs Q3)

Top 15 Positions ($)

Historical AUM (13F Reported)

$1.19B+$1.00B QoQ

Portfolio Value History (13F Reported)

Quarterly 13F portfolio value. QoQ change reflects value of disclosed long equity positions (new buys, sells, and price movements combined).

QuarterPortfolio ValueQoQ ChangeQoQ %
Q4 25$0.71B$-0.19B-20.9%
Q3 25$0.90B+$0.03B+3.1%
Q2 25$0.88B+$0.38B+76.6%
Q1 25$0.50B$-0.51B-50.8%
Q4 24$1.01B+$0.30B+43.3%
Q3 24$0.70B+$0.23B+48.4%
Q2 24$0.47B$-0.72B-60.2%
Q1 24$1.19B+$0.30B+33.9%
Q4 23$0.89B+$0.49B+121.9%
Q3 23$0.40B+$0.12B+42.1%
Q2 23$0.28B+$0.09B+46.7%
Q1 23$0.19B

QoQ = (quarter 13F value − prior quarter value) ÷ prior quarter value. Includes position changes, new buys, and exits. Not investment advice.

Information for Viewing 13F Reports:
  1. Name: The name of the company.
  2. CUSIP: A unique 9-character alphanumeric code that identifies a specific stock or security in the U.S.
  3. Class: The investment company's series name. A registered investment company may have multiple series, each with a separate securities portfolio.
  4. Value: The monetary value of the holdings in USD.
  5. Shares: The number of shares held.
  6. Share Price: The price of shares at the time of filing.
  7. Investment: The type of investment.
  8. % of Portfolio: The percentage that this position represents in the total portfolio.
QuarterPeriod of ReportHoldingsValueTypeFilling DateFilling ID
Q4 2531-Dec-2025105$714,956,90313F-HR6-Feb-20260001856103-26-000002
Q3 2530-Sep-2025139$903,915,25513F-HR13-Nov-20250001856103-25-000010
Q2 2530-Jun-202587$876,419,10713F-HR8-Aug-20250001856103-25-000007
Q1 2531-Mar-202555$496,331,32013F-HR12-May-20250001856103-25-000005
Q4 2431-Dec-202488$1,008,249,74913F-HR31-Jan-20250001856103-25-000002
Q3 2430-Sep-202484$703,405,77913F-HR13-Nov-20240001856103-24-000007
Q2 2430-Jun-202456$474,025,14213F-HR13-Aug-20240001856103-24-000006
Q1 2431-Mar-2024106$1,190,476,02213F-HR14-May-20240001856103-24-000003
Q4 2331-Dec-202372$889,298,94213F-HR13-Feb-20240001856103-24-000002
Q3 2330-Sep-202343$400,729,29013F-HR13-Nov-20230001856103-23-000005
Q2 2330-Jun-202342$281,956,93013F-HR11-Aug-20230001856103-23-000003
Q1 2331-Mar-202351$192,179,75813F-HR15-May-20230001856103-23-000002
Q4 2231-Dec-202236$156,084,62413F-HR13-Feb-20230001856103-23-000001
Q3 2230-Sep-202249$164,030,00013F-HR14-Nov-20220001856103-22-000008
Q2 2230-Jun-202250$198,953,00013F-HR5-Aug-20220001856103-22-000006
Q1 2231-Mar-202248$205,392,00013F-HR13-May-20220001856103-22-000004
Q4 2131-Dec-202138$256,518,00013F-HR11-Feb-20220001856103-22-000002