Pennant Select, LLC 13F Holdings
CIK 0002011563 · Summit, NJ
As of Sep 30, 2025, Pennant Select, LLC reported 12 positions worth
CIK 0002011563 · Summit, NJ
As of Sep 30, 2025, Pennant Select, LLC reported 12 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ECHOSTAR CORP | SATS | Technology | 715,000 | $54.6M | 34.34% |
| MICROSOFT CORP | MSFT | Technology | 32,600 | 6.9M | 10.62% |
| AMAZON.COM INC | AMZN | Equity | 62,300 | 3.7M | 8.60% |
| PERIMETER SOLUTIONS INC | PRM | Basic Materials | 570,038 | 2.8M | 8.03% |
| NPK INTERNATIONAL INC | NPKI | Energy | 1,062,263 | 2.0M | 7.56% |
| ASML HOLDING NV | ASML | Technology | 12,000 | 1.6M | 7.31% |
| TRANSDIGM GROUP INC | TDG | Industrials | 6,200 | $8.2M | 5.14% |
| EXPAND ENERGY CORP | EXE | Energy | 69,700 | $7.4M | 4.66% |
| ANTERO RESOURCES CORP | AR | Energy | 213,269 | $7.2M | 4.50% |
| VERTIV HOLDINGS CO | VRT | Industrials | 37,800 | $5.7M | 3.59% |
| ALPHABET INC | GOOGL | Equity | 20,100 | $4.9M | 3.07% |
| QXO INC | QXO | Technology | 215,000 | $4.1M | 2.58% |