PINE VALLEY INVESTMENTS LTD LIABILITY CO

PrivateCIK: 1975417
Location

MARLTON, NJ

568
Positions
$2.18B
Total AUM (reported)
32.54M
Total Shares

Allocation by class

TOTAL AUM$2.18B568 positions
COM$1.11B50.7%
TR UNIT$126.07M5.8%
COM SER A$66.28M3.0%
CL A$48.98M2.2%
COM NEW$48.07M2.2%
UNIT SER 1$38.30M1.8%
CAP STK CL C$31.89M1.5%

Portfolio Concentration

Top 310.0%4–1013.0%11–2517.7%Rest59.3%TOP 1023.0%0%100%
Top 3$218.85M10.0%
4–10$282.44M13.0%
11–25$385.24M17.7%
Rest$1.29B59.3%

Top 3 weight

10.0%

Top 10 weight

23.0%

Voting Authority Distribution

Total shares with voting rights: 32.54M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

32.54M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole568
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings568
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares141.97K
TypeSH
Market value$92.51M
4.24%
Sole
0.00
Shared
0.00
None
141.97K

APPLE INC

SOLE
COM
Shares258.18K
TypeSH
Market value$65.52M
3.01%
Sole
0.00
Shared
0.00
None
258.18K

NVIDIA CORPORATION

SOLE
COM
Shares348.73K
TypeSH
Market value$60.82M
2.79%
Sole
0.00
Shared
0.00
None
348.73K

CELANESE CORP DEL

SOLE
COM
Shares836.73K
TypeSH
Market value$55.03M
2.52%
Sole
0.00
Shared
0.00
None
836.73K

HARLEY DAVIDSON INC

SOLE
COM
Shares2.28M
TypeSH
Market value$46.07M
2.11%
Sole
0.00
Shared
0.00
None
2.28M

MICROSOFT CORP

SOLE
COM
Shares107.31K
TypeSH
Market value$39.72M
1.82%
Sole
0.00
Shared
0.00
None
107.31K

GLOBAL PMTS INC

SOLE
COM
Shares542.50K
TypeSH
Market value$36.51M
1.67%
Sole
0.00
Shared
0.00
None
542.50K

WARNER BROS DISCOVERY INC

SOLE
COM SER A
Shares1.32M
TypePRN
Market value$36.13M
1.66%
Sole
0.00
Shared
0.00
None
1.32M

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares61.37K
TypeSH
Market value$35.42M
1.62%
Sole
0.00
Shared
0.00
None
61.37K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares51.60K
TypePRN
Market value$33.56M
1.54%
Sole
0.00
Shared
0.00
None
51.60K

CENTENE CORP DEL

SOLE
COM
Shares1.01M
TypeSH
Market value$33.08M
1.52%
Sole
0.00
Shared
0.00
None
1.01M

ALPHABET INC

SOLE
CAP STK CL C
Shares111.08K
TypeSH
Market value$31.87M
1.46%
Sole
0.00
Shared
0.00
None
111.08K

WARNER BROS DISCOVERY INC

SOLE
COM SER A
Shares1.10M
TypeSH
Market value$30.15M
1.38%
Sole
0.00
Shared
0.00
None
1.10M

AMAZON COM INC

SOLE
COM
Shares139.68K
TypeSH
Market value$29.09M
1.33%
Sole
0.00
Shared
0.00
None
139.68K

JOHNSON & JOHNSON

SOLE
COM
Shares117.98K
TypeSH
Market value$28.84M
1.32%
Sole
0.00
Shared
0.00
None
117.98K

VICTORY PORTFOLIOS II

SOLE
CORE INTERMEDIAT
Shares577.06K
TypeSH
Market value$27.13M
1.24%
Sole
0.00
Shared
0.00
None
577.06K

EQT CORP

SOLE
COM
Shares408.48K
TypeSH
Market value$26.00M
1.19%
Sole
0.00
Shared
0.00
None
408.48K

MOLINA HEALTHCARE INC

SOLE
COM
Shares182.66K
TypeSH
Market value$24.35M
1.12%
Sole
0.00
Shared
0.00
None
182.66K

FIRST TR EXCHANGE-TRADED FD

SOLE
CORE INVESTMENT
Shares1.16M
TypeSH
Market value$24.31M
1.11%
Sole
0.00
Shared
0.00
None
1.16M

ALPHABET INC

SOLE
CAP STK CL A
Shares82.42K
TypeSH
Market value$23.70M
1.09%
Sole
0.00
Shared
0.00
None
82.42K

KRAFT HEINZ CO

SOLE
COM
Shares987.90K
TypePRN
Market value$22.22M
1.02%
Sole
0.00
Shared
0.00
None
987.90K

EXXON MOBIL CORP

SOLE
COM
Shares129.90K
TypeSH
Market value$22.04M
1.01%
Sole
0.00
Shared
0.00
None
129.90K

JANUS DETROIT STR TR

SOLE
HENDRSON AAA CL
Shares418.90K
TypeSH
Market value$21.15M
0.97%
Sole
0.00
Shared
0.00
None
418.90K

META PLATFORMS INC

SOLE
CL A
Shares36.14K
TypeSH
Market value$20.68M
0.95%
Sole
0.00
Shared
0.00
None
36.14K

ASSURED GUARANTY LTD

SOLE
COM
Shares253.44K
TypeSH
Market value$20.65M
0.95%
Sole
0.00
Shared
0.00
None
253.44K
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