PDX.....Do you know what PIMCO's plan is in regard to the VG shares that they hold?
If you have followed the Venture Global mess since they went public this year, you will know what I'm talking about. VG just took a big hit in an arbitration loss to BP. I guessing that they will be in court with Chevron soon too???
Take a look at PDX's holding spreadsheet from September 30 2025, line 382. It appears that VG is still by far PDX's largest holding, almost 19% of total net assets.
I'm hoping that I missed something in my DD earlier this month, maybe PIMCO has already taken action, not sure.
| ENERGY | | | | | | | | | | | | Enbridge, Inc. | | | | | | 727,000 | | 36,676,489 | | 3.092% | | Hess Midstream LP Class A | | | | | | 172,570 | | 5,962,294 | | 0.503% | | TC Energy Corp. | | | | | | 337,000 | | 18,323,482 | | 1.545% | | Venture Global, Inc. Class A | | | | | | 15,699,112 | | 222,770,399 | | 18.781%
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