Pennant Investors, LP: 13F holdings
CIK 17591762026Q2
| Positions | 16 |
|---|---|
| Reported value | $334.9m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SOLS SOLSTICE ADVANCED MATLS INC | 478,000 | $42.4m | 12.6% |
| AMZN AMAZON COM INC | 162,000 | $38.6m | 11.5% |
| MSFT MICROSOFT CORP | 100,000 | $37.3m | 11.1% |
| ECHO ECHOSTAR CORP | 271,861 | $27.6m | 8.2% |
| PERIMETER SOLUTIONS INC | 689,000 | $24.6m | 7.3% |
| TDG TRANSDIGM GROUP INC | 16,771 | $22.3m | 6.7% |
| GEV GE VERNOVA INC | 15,500 | $18.2m | 5.4% |
| VRT VERTIV HOLDINGS CO | 54,000 | $18.1m | 5.4% |
| EXE EXPAND ENERGY CORPORATION | 196,000 | $17.9m | 5.3% |
| VMI VALMONT INDS INC | 30,000 | $17.3m | 5.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1759176")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.