Funds › Pennant Investors, LP
Pennant Investors, LP
13F for Q2 2026, filed Aug 14, 2026. 16 positions worth $334.9M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q2 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | SOLS Solstice Advanced Materials Inc. | 478,000 | $42.4M | 12.6% | -24.7% | 13F ↗ |
| 2 | AMZN Amazon.com, Inc. | 162,000 | $38.6M | 11.5% | +38.5% | 13F ↗ |
| 3 | MSFT Microsoft Corporation | 100,000 | $37.3M | 11.1% | +0.6% | 13F ↗ |
| 4 | ECHO EchoStar Corporation | 271,861 | $27.6M | 8.2% | -27.6% | 13F ↗ |
| 5 | PRM Perimeter Group Inc. | 689,000 | $24.6M | 7.3% | -26.6% | 13F ↗ |
| 6 | TDG Transdigm Group Incorporated | 16,771 | $22.3M | 6.7% | Unchanged | 13F ↗ |
| 7 | GEV GE Vernova Inc. | 15,500 | $18.2M | 5.4% | -24.4% | 13F ↗ |
| 8 | VRT Vertiv Holdings Co | 54,000 | $18.1M | 5.4% | -50.5% | 13F ↗ |
| 9 | EXE Expand Energy Corporation | 196,000 | $17.9M | 5.3% | Unchanged | 13F ↗ |
| 10 | VMI Valmont Industries, Inc. | 30,000 | $17.3M | 5.2% | Unchanged | 13F ↗ |
| 11 | GOOGL Alphabet Inc. Class A | 47,900 | $17.1M | 5.1% | -11.1% | 13F ↗ |
| 12 | AR Antero Resources Corporation | 480,000 | $16.9M | 5.0% | Unchanged | 13F ↗ |
| 13 | FLS Flowserve Corporation | 210,000 | $15.6M | 4.6% | +55.6% | 13F ↗ |
| 14 | VGNT Versigent PLC | 300,378 | $12.6M | 3.8% | New | 13F ↗ |
| 15 | QXO QXO, Inc. | 492,000 | $8.5M | 2.5% | Unchanged | 13F ↗ |
| 16 | GRABW Grab Holdings Limited · *W Exp 99/99/999 | 80,000 | $3,568 | <0.1% | Unchanged | 13F ↗ |
Changes since Q1 2026
1 new, 3 added to, 6 trimmed, 2 exited, 6 unchanged. By estimated dollars.
New positions (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| VGNT Versigent PLC | 300,378 | New | $12.6M |
Added to (3)
Trimmed (6)
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer