13F

Investor

PILGRIM GLOBAL ADVISORS LLC

CIK 0001963918 · filed 2026-05-15 · SEC filing

13F book

$772.4M

Positions

3

Largest name

40.5%

Navios Maritime Partners L.P. · NMM

Est. mark

$266.2M

Price effect on 3 names still held. Flow −$33.5M.
NameTickerSharesValueWeightEst. markChange
Navios Maritime Partners L.P.NMM4.64M$313.1M40.5%$69.8MCut$68.7M
Sable Offshore Corp.SOC18.2M$300.8M38.9%$136.5MHeld
Transocean Ltd.RIG23.9M$158.5M20.5%$59.8MCut$27.4M

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.