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Pandi, LLC

SEC CIK
0002058702
Latest filing
Aug 12, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 5, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
2
−2 vs. Q3 2025
Portfolio value
$629.7M
−$124.0M (−16.5%) vs. Q3 2025
Filed
Feb 5, 2026
SEC
Holdings of Pandi, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard S&P 500 ETF922908363ETF986,384$618.6M98.2%−74,000−7.0%Reduced–
PSBDPalmer Square Capital BDC Inc.COM SHS911,854$11.1M1.8%00.0%UnchangedHistory

Sold out since Q3 2025 (2)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Pandi, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
Vanguard Morningstar Small-Cap ETF922908751ETF232,630$59.2M7.8%–
Vanguard Morningstar Mid-Cap ETF922908629ETF115,868$34.0M4.5%–