Pennant Investors, LP 13F Holdings
CIK 0001759176 · Summit, NJ
As of Sep 30, 2025, Pennant Investors, LP reported 15 positions worth $371.7M in its SEC Form 13F filing.
Top 15 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ECHOSTAR CORP | SATS | Technology | 937,249 | $71.6M | 19.25% |
| MICROSOFT CORP | MSFT | Technology | 94,600 | $49.0M | 13.18% |
| CORE SCIENTIFIC INC | CORZ | Technology | 1,825,495 | $32.7M | 8.81% |
| PERIMETER SOLUTIONS INC | PRM | Basic Materials | 1,384,000 | $31.0M | 8.34% |
| AMAZON.COM INC | AMZN | Equity | 121,000 | $26.6M | 7.15% |
| ALPHABET INC | GOOGL | Equity | 107,900 | $26.2M | 7.06% |
| TRANSDIGM GROUP INC | TDG | Industrials | 18,471 | $24.3M | 6.55% |
| EXPAND ENERGY CORP | EXE | Energy | 216,200 | $23.0M | 6.18% |
| ANTERO RESOURCES CORP | AR | Energy | 661,230 | $22.2M | 5.97% |
| VERTIV HOLDINGS CO | VRT | Industrials | 136,000 | $20.5M | 5.52% |
| GE VERNOVA INC | GEV | Utilities | 22,600 |