Pilgrim Global Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Pilgrim Global Advisors LLC reported 3 stock positions worth $539.8 million. Its top holding was Navios Maritime Partners (NMM) at 45.3% of the portfolio, followed by Sable Offshore (SOC, 30.4%) and Transocean (RIG, 24.3%). Compared with Q3 2025, it sold out of 1 and added to 1. The biggest buy was Sable Offshore (SOC, shares +83%) and the biggest sale an exit from Tidewater (TDW).
- Most Recent 13F
- Q2 2026
- Location
- RENO, NV
- CIK
- 0001963918
- Portfolio Value
- $539.8M (Q4 2025)
- SEC Filing
- 0001963918-26-000003 ↗ filed Feb 17, 2026
Holdings Value
Holdings 3 stocks · $539.8M
Portfolio Sells Q3 2025 → Q4 2025
| TDW Tidewater Inc. | Sold out | 0.00% | −6.30 |
Portfolio Buys Q3 2025 → Q4 2025
| SOC Sable Offshore Corp. | Add +83.3% | 30.42% | −3.26 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 3 | $466.1M | NMM, RIG, SOC |
| Q1 2026 | 3 | $772.4M | NMM, SOC, RIG |
| Q4 2025 | 3 | $539.8M | NMM, SOC, RIG |
| Q3 2025 | 4 | $514.9M | NMM, SOC, RIG, TDW |
| Q2 2025 | 4 | $472.8M | SOC, NMM, RIG, TDW |
| Q1 2025 | 4 | $529.5M | SOC, NMM, RIG, TDW |
| Q4 2024 | 4 | $547.3M | SOC, NMM, RIG, TDW |
| Q3 2024 | 4 | $635.4M | NMM, SOC, RIG, TDW |
| Q2 2024 | 4 | $504.0M | NMM, TDW, SOC, NE |
| Q1 2024 | 4 | $453.7M | NMM, TDW, SOC, NE |