account_balance
Investment manager · 13F filer · SEC CIK 1759176
Pennant Investors, LP
Reported value$335Mas of Jun 30, 2026
Positions16 1 new, 2 sold out
Top 10 weight78.9%SOLS alone is 13%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SOLSSolstice Advanced Materials Inc.
12.6%Trimmed −25%
AMZNAmazon.com Inc
11.5%Added +38%
MSFTMicrosoft Corp
11.1%
ECHOEchoStar CORP
8.2%Trimmed −28%
PRMPerimeter Group Inc.
7.3%Trimmed −27%
TDGTransDigm Group INC
6.7%
GEVGE Vernova Inc.
5.4%Trimmed −24%
VRTVertiv Holdings Co
5.4%Trimmed −50%
EXEExpand Energy Corp
5.3%
VMIValmont Industries Inc
5.2%
GOOGLAlphabet Inc.
5.1%Trimmed −11%
ARAntero Resources Corp
5.0%
SOLSSolstice Advanced Materials Inc.
12.6%Trimmed −25%
AMZNAmazon.com Inc
11.5%Added +38%
MSFTMicrosoft Corp
11.1%
ECHOEchoStar CORP
8.2%Trimmed −28%
PRMPerimeter Group Inc.
7.3%−27%
TDGTransDigm Group INC
6.7%
GEVGE Vernova Inc.
5.4%
VRTVertiv Holdings Co
5.4%
EXEExpand Energy Corp
5.3%
VMI5.2%GOOGL5.1%AR5.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SOLS Solstice Advanced Materials Inc. 12.6% Trimmed −25%AMZN Amazon.com Inc 11.5% Added +38%MSFT Microsoft Corp 11.1% HeldECHO EchoStar CORP 8.2% Trimmed −28%PRM Perimeter Group Inc. 7.3% Trimmed −27%TDG TransDigm Group INC 6.7% HeldGEV GE Vernova Inc. 5.4% Trimmed −24%VRT Vertiv Holdings Co 5.4% Trimmed −50%EXE Expand Energy Corp 5.3% HeldVMI Valmont Industries Inc 5.2% HeldGOOGL Alphabet Inc. 5.1% Trimmed −11%AR Antero Resources Corp 5.0% Held
What changed
Biggest moves since Mar 31, 2026
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