Pilgrim Global Advisors LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Pilgrim Global Advisors LLC reported 3 stock positions worth $772.4 million. Its top holding was Navios Maritime Partners (NMM) at 40.5% of the portfolio, followed by Sable Offshore (SOC, 38.9%) and Transocean (RIG, 20.5%). Compared with Q4 2025, it reduced 2. The biggest sale was Navios Maritime Partners (NMM, shares −0%).

Most Recent 13F
Q2 2026
Location
RENO, NV
CIK
0001963918
Portfolio Value
$772.4M (Q1 2026)
SEC Filing
0001963918-26-000006 ↗ filed May 15, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $453.7M Q1 2024 Q2 2024: $504.0M Q2 2024 Q3 2024: $635.4M Q3 2024 Q4 2024: $547.3M Q4 2024 Q1 2025: $529.5M Q1 2025 Q2 2025: $472.8M Q2 2025 Q3 2025: $514.9M Q3 2025 Q4 2025: $539.8M Q4 2025 Q1 2026: $772.4M $772.4M Q1 2026 Q2 2026: $466.1M Q2 2026

Holdings 3 stocks · $772.4M

NMM Navios Maritime Partners LP 40.53% 4,639,379 $313.1M Reduce -0.5%
SOC Sable Offshore Corp. 38.94% 18,206,121 $300.8M No change
RIG Transocean Ltd. 20.53% 23,913,120 $158.5M Reduce -24.7%

Portfolio Sells Q4 2025 → Q1 2026

NMM Navios Maritime Partners LP Reduce -0.5% 40.53% −4.74
RIG Transocean Ltd. Reduce -24.7% 20.53% −3.77

Portfolio Buys Q4 2025 → Q1 2026

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$466.1MNMM, RIG, SOC
Q1 2026 3$772.4MNMM, SOC, RIG
Q4 2025 3$539.8MNMM, SOC, RIG
Q3 2025 4$514.9MNMM, SOC, RIG, TDW
Q2 2025 4$472.8MSOC, NMM, RIG, TDW
Q1 2025 4$529.5MSOC, NMM, RIG, TDW
Q4 2024 4$547.3MSOC, NMM, RIG, TDW
Q3 2024 4$635.4MNMM, SOC, RIG, TDW
Q2 2024 4$504.0MNMM, TDW, SOC, NE
Q1 2024 4$453.7MNMM, TDW, SOC, NE