Pilgrim Global Advisors LLC NMM — NAVIOS MARITIME PARTNERS L P

Ownership history in Pilgrim Global Advisors LLC  ·  14 quarters on record

AI Ownership Summary

Pilgrim Global Advisors LLC reported NAVIOS MARITIME PARTNERS L P (NMM) in 14 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 69.74% in 2026 Q2. The latest visible filing shows NMM at 69.74% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NMM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pilgrim Global Advisors LLC's position in NAVIOS MARITIME PARTNERS L P, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NMM was reported at 69.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
69.74% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NMM stock page Pilgrim Global Advisors LLC fund profile Pilgrim Global Advisors LLC full holdings
How Pilgrim Global Advisors LLC held NMM — position size vs. price
% of Fund (quarterly)    NMM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 11 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 4,639,379 — 0% 69.74% $325.1M 2026-08-14 $81.88
2026 Q1 REDUCED — — — 4,639,379 -21,459 -0.5% 40.53% $313.1M 2026-05-15 $71.60
2025 Q4 UNCHANGED — — — 4,660,838 — 0% 45.27% $244.4M 2026-02-17 $62.13
2025 Q3 REDUCED — — — 4,660,838 -34,079 -0.7% 40.78% $210.0M 2025-11-14 $52.40
2025 Q2 REDUCED — — — 4,694,917 -66,844 -1.4% 37.42% $176.9M 2025-08-14 $43.27
2025 Q1 REDUCED — — — 4,761,761 -87,594 -1.8% 35.27% $186.8M 2025-05-15 $40.01
2024 Q4 REDUCED — — — 4,849,355 -13,664 -0.3% 38.36% $209.9M 2025-02-14 $43.82
2024 Q3 UNCHANGED — — — 4,863,019 — 0% 46.65% $304.6M 2024-11-14 $53.35
2024 Q2 UNCHANGED — — — 4,863,019 — 0% 48.84% $248.2M 2024-08-14 $45.43
2024 Q1 ADDED — — — 4,863,019 +4,727,919 +3499.6% 44.87% $207.3M 2024-05-15 $44.56
2024 Q1 REDUCED 97.1% +20.7% ❌ 135,100 -4,512,619 -97.1% 1.25% $5.8M 2024-05-15 $44.56
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NMM

As of 2026 Q2 — sorted by position size

ARMOR ADVISORS, L.L.C. 3Y 9.81% Main Street Financial Solutions, LLC 3Y 4.38% GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 3Y 2.98% Merrion Investment Management Co, LLC 3Y 2.97% GRATIA CAPITAL, LLC 3Y 7Y 2.24% ION Fund Management Ltd 1.96% Marnell Management LLC 1.82% Live Oak Investment Partners 3Y 1.15% Arbiter Partners Capital Management LLC 3Y 7Y 0.92% Mraz, Amerine & Associates, Inc. 3Y 7Y 0.43%

FAQ About Pilgrim Global Advisors LLC and NMM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Pilgrim Global Advisors LLC reported owning NMM?

Pilgrim Global Advisors LLC reported NMM across 11 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported NMM position in Pilgrim Global Advisors LLC's portfolio?

The largest reported portfolio weight for NMM was 69.74% in 2026 Q2.

What is the latest reported NMM position on this page?

The most recent filing on this page is 2026 Q2, when Pilgrim Global Advisors LLC reported 4,639,379 shares, equal to 69.74% of portfolio, with an estimated market value of $325.1M.

What does the chart on this NMM ownership page compare?

The chart compares Pilgrim Global Advisors LLC's quarterly NMM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Pilgrim Global Advisors LLC time their NMM position?

Based on 13F filing dates vs. subsequent NMM price moves, Pilgrim Global Advisors LLC correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on NMM relative to SPY over the holding period was +22.7%.

← Back to Pilgrim Global Advisors LLC Holdings