Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Pennant Investors, LP (CIK 1759176) reported $361.0M across 16 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ($48.4M, 13.40%), SATS ($43.9M, 12.17%), MSFT ($36.8M, 10.19%), VRT ($27.3M, 7.57%), AMZN ($24.4M, 6.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SOLSTICE ADVANCED MATLS INC | $48.4M | 13.40% | 635,000 | Trimmed | |
| 2 | SATS | ECHOSTAR CORP | $43.9M | 12.17% | 375,401 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $36.8M | 10.19% | 99,400 | Added |
| 4 | VRT | VERTIV HOLDINGS CO | $27.3M | 7.57% | 109,000 | Hold |
| 5 | AMZN | AMAZON COM INC | $24.4M | 6.75% | 117,000 | Trimmed |
| 6 | PRM | PERIMETER SOLUTIONS INC | $22.9M | 6.35% | 938,250 | Trimmed |
| 7 | CHK | EXPAND ENERGY CORPORATION | $21.5M | 5.96% | 196,000 | Trimmed |
| 8 | AR | ANTERO RESOURCES CORP | $20.4M | 5.64% | 480,000 | Trimmed |
| 9 | TDG | TRANSDIGM GROUP INC | $19.4M | 5.38% | 16,771 | Trimmed |
| 10 | GEV | GE VERNOVA INC | $17.9M | 4.96% | 20,500 | Trimmed |
| 11 | CORZ | CORE SCIENTIFIC INC NEW | $16.6M | 4.60% | 1.1M | Trimmed |
| 12 | GOOGL | ALPHABET INC | $15.5M | 4.29% | 53,900 | Trimmed |
| 13 | CCCS | CCC INTELLIGENT SOLUTIONS HL | $14.5M | 4.02% | 2.4M | Trimmed |
| 14 | VMI | VALMONT INDS INC | $12.0M | 3.32% | 30,000 | Trimmed |
| 15 | FLS | FLOWSERVE CORP | $9.9M | 2.75% | 135,000 | New |
| 16 | QXO | QXO INC | $9.6M | 2.65% | 492,000 | Trimmed |
| 17 | GRABW | GRAB HOLDINGS LIMITED | $6,496 | 0.00% | 80,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31