Pennant Investors, LP
17 holdingsFiling period: 2026-03-31Current AUM: $380.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SOLS | SOLSTICE ADVANCED MATLS INC | 635.0K | $48.4M | $38.2M | 10.04% | -65,000 | 2026-03-31 |
| 2 | SATS | ECHOSTAR CORP | 375.4K | $43.9M | $43.9M | 11.55% | -357,358 | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 99.4K | $36.8M | $46.2M | 12.14% | +15.0K | 2026-03-31 |
| 4 | VRT | VERTIV HOLDINGS CO | 109.0K | $27.3M | $26.3M | 6.92% | -- | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 117.0K | $24.4M | $31.8M | 8.35% | -4,000 | 2026-03-31 |
| 6 | PRM | PERIMETER SOLUTIONS INC | 938.3K | $22.9M | $28.7M | 7.55% | -254,750 | 2026-03-31 |
| 7 | EXE | EXPAND ENERGY CORPORATION | 196.0K | $21.5M | $18.4M | 4.84% | -20,200 | 2026-03-31 |
| 8 | AR | ANTERO RESOURCES CORP | 480.0K | $20.4M | $17.3M | 4.56% | -50,000 | 2026-03-31 |
| 9 | TDG | TRANSDIGM GROUP INC | 16.8K | $19.4M | $21.0M | 5.53% | -1,700 | 2026-03-31 |
| 10 | GEV | GE VERNOVA INC | 20.5K | $17.9M | $20.3M | 5.34% | -2,100 | 2026-03-31 |
| 11 | CORZ | CORE SCIENTIFIC INC NEW | 1.11M | $16.6M | $23.0M | 6.04% | -930,495 | 2026-03-31 |
| 12 | GOOGL | ALPHABET INC | 53.9K | $15.5M | $19.2M | 5.04% | -38,100 | 2026-03-31 |
| 13 | CCC | CCC INTELLIGENT SOLUTIONS HL | 2.42M | $14.5M | $14.7M | 3.87% | -251,416 | 2026-03-31 |
| 14 | VMI | VALMONT INDS INC | 30.0K | $12.0M | $14.5M | 3.80% | -3,120 | 2026-03-31 |
| 15 | FLS | FLOWSERVE CORP | 135.0K | $9.9M | $10.3M | 2.70% | -- | 2026-03-31 |
| 16 | QXO | QXO INC | 492.0K | $9.6M | $6.5M | 1.72% | -51,000 | 2026-03-31 |
| 17 | — | GRAB HOLDINGS LIMITED | 80.0K | $6K | $6K | 0.00% | -- | 2026-03-31 |
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