Pennant Investors, LP

Summit, NJ · CIK 1759176 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySummit, NJ

$334.9m reported value -7.2% vs Q1 2026

16positions

78.9%in top 10

1 new 3 added 6 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SOLSTICE ADVANCED MATLS INC COM SHS SOLS	SOLS	478,000	$42.4m12.64%	12.64%	Reduced -157.0k	-157,000 -24.7%
2	AMAZON COM INC COM AMZN	AMZN	162,000	$38.6m11.53%	11.53%	Added +45.0k	+45,000 38.5%
3	MICROSOFT CORP COM MSFT	MSFT	100,000	$37.3m11.14%	11.14%	Added +600	+600 0.6%
4	ECHOSTAR CORP CL A ECHO	ECHO	271,861	$27.6m8.24%	8.24%	Reduced -103.5k	-103,540 -27.6%
5	PERIMETER SOLUTIONS INC COMMON STOCK PRM	PRM	689,000	$24.6m7.33%	7.33%	Reduced -249.2k	-249,250 -26.6%
6	TRANSDIGM GROUP INC COM TDG	TDG	16,771	$22.3m6.67%	6.67%	Unchanged
7	GE VERNOVA INC COM GEV	GEV	15,500	$18.2m5.44%	5.44%	Reduced -5.0k	-5,000 -24.4%
8	VERTIV HOLDINGS CO COM CL A VRT	VRT	54,000	$18.1m5.40%	5.40%	Reduced -55.0k	-55,000 -50.5%
9	EXPAND ENERGY CORPORATION COM EXE	EXE	196,000	$17.9m5.34%	5.34%	Unchanged
10	VALMONT INDS INC COM VMI	VMI	30,000	$17.3m5.17%	5.17%	Unchanged
11	ALPHABET INC CAP STK CL A GOOGL	GOOGL	47,900	$17.1m5.11%	5.11%	Reduced -6.0k	-6,000 -11.1%
12	ANTERO RESOURCES CORP COM AR	AR	480,000	$16.9m5.04%	5.04%	Unchanged
13	FLOWSERVE CORP COM FLS	FLS	210,000	$15.6m4.65%	4.65%	Added +75.0k	+75,000 55.6%
14	VERSIGENT PLC ORDINARY SHARES VGNT	VGNT	300,378	$12.6m3.77%	3.77%	New
15	QXO INC COM NEW QXO	QXO	492,000	$8.5m2.54%	2.54%	Unchanged
16	GRAB HOLDINGS LIMITED *W EXP 99/99/999 GRABW	GRABW	80,000	$3.6k0.00%	0.00%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CORE SCIENTIFIC INC NEW CORZ	CORZ	1,110,000	$16.6m1.1m shares
CCC INTELLIGENT SOLUTIONS HL CCC	CCC	2,420,086	$14.5m2.4m shares