PJT Investments Corp.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 95.9%; sector active share 74.2% against the combined 13F book's sector weights.
Over time 5 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
10 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 56.3% | $166,506,242 |
| Industrials | 23.0% | $68,111,685 |
| Energy | 17.7% | $52,318,626 |
| Communication Services | 1.8% | $5,455,967 |
| Financial Services | 1.1% | $3,365,785 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ENB | Enbridge Inc | +9,335 | 737,191 | $39,963,124 | |
| IVV | iShares Core S&P 500 ETF | +7,014 | 113,296 | $84,846,241 | |
| PBA | Pembina Pipeline Corp | +2,909 | 267,146 | $12,355,502 | |
| RSP | Victory Portfolios II | +800 | 248,755 | $52,927,601 | |
| VGK | VANGUARD EUROPEAN STOCK INDEX FUND | +293 | 25,669 | $2,272,733 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TRI | Thomson Reuters Corp | −8,189 | 522,108 | $42,640,560 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IVV |
iShares Core S&P 500 ETF
|
Added | 113,296 | $84,846,241 | 28.69% | |
| RSP |
Victory Portfolios II
|
Added | 248,755 | $52,927,601 | 17.90% | |
| TRI |
Thomson Reuters Corp
Industrials
|
Reduced | 522,108 | $42,640,560 | 14.42% | |
| ENB |
Enbridge Inc
Energy
|
Added | 737,191 | $39,963,124 | 13.51% | |
| XLE |
State Street(R) Energy Select Sector SPDR(R) ETF
|
Held | 498,205 | $26,459,667 | 8.95% | |
| SPCX |
Space Exploration Technologies Corp
Industrials
|
NEW | 149,076 | $25,471,125 | 8.61% | |
| PBA |
Pembina Pipeline Corp
Energy
|
Added | 267,146 | $12,355,502 | 4.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
NEW | 15,267 | $5,455,967 | 1.84% | |
| FIGR |
Figure Technology Solutions, Inc.
Financial Services
|
Held | 109,599 | $3,365,785 | 1.14% | |
| VGK |
VANGUARD EUROPEAN STOCK INDEX FUND
|
Added | 25,669 | $2,272,733 | 0.77% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.