The Analysis of PJT Investments Corp.'s Holdings & P&L

Currently, PJT Investments Corp. holds 8 types of securities in its portfolio with a total value $252.3M. In the most recent quarter, they have increased their positions in IVV (+68.0K shares, valued at $44.4M), XLE (+498.2K shares, valued at $30.5M), N/A (+100.8K shares, valued at $19.3M); initiated new positions in XLE (+498.2K shares, valued at $30.5M), FIGR (+109.6K shares, valued at $3.7M).

1M P&L

+7.1M+9.09%

3M P&L

+8.4M+10.83%

HY P&L

+14.0M+19.49%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Oil & Gas Midstream44.3M

61.0%

2N/A28.3M

39.0%

Top Industries by Stock Count

1Oil & Gas Midstream2 stocks

50.0%

2N/A2 stocks

50.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES CORE S&P 500 ETF106.3K shares177.84%2026-03-312026-05-14

THOMSON REUTERS CORP THOMSON REUTERS CORP530.3K shares0.00%2026-03-312026-05-14

INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) INVESCO S&P 500 EQUAL WEIGHT ETF (RSP)248.0K shares68.45%2026-03-312026-05-14

ENB ENBRIDGE INC.727.9K shares1.33%2026-03-312026-05-14

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF498.2K sharesnew addition2026-03-312026-05-14

PBA PEMBINA PIPELINE CORP.264.2K shares1.11%2026-03-312026-05-14

FIGR FIGURE TECHNOLOGY SOLUTIONS, INC.109.6K sharesnew addition2026-03-312026-05-14

VGK VANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF25.4K shares0.40%2026-03-312026-05-14