Pennant Select, LLC: 13F holdings
CIK 20115632026Q2
| Positions | 15 |
|---|
| Reported value | $225.1m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 15 (+0 vs prior quarter) |
|---|
| Reported value | $225.1m (+13.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ECHO ECHOSTAR CORP | 422,000 | $42.8m | 19.0% |
| AMZN AMAZON COM INC | 121,300 | $28.9m | 12.8% |
| MSFT MICROSOFT CORP | 67,600 | $25.2m | 11.2% |
| ASML HLDG NV | 12,000 | $23.9m | 10.6% |
| VMI VALMONT INDS INC | 33,000 | $19.1m | 8.5% |
| QXO QXO INC | 795,000 | $13.7m | 6.1% |
| AIRJ AIRJOULE TECHNOLOGIES CORP | 2,280,601 | $12.6m | 5.6% |
| GNRC GENERAC HLDGS INC | 32,000 | $9.4m | 4.2% |
| FLS FLOWSERVE CORP | 125,000 | $9.3m | 4.1% |
| TDG TRANSDIGM GROUP INC | 6,200 | $8.3m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2011563")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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