Pennant Investors, LP — 13F holdings

Pennant Investors, LP reported 16 holdings worth $335M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SOLS SOLSTICE ADVANCED MATLS INC — $42.4M (12.6%)
2. AMZN AMAZON COM INC — $38.6M (11.5%)
3. MSFT MICROSOFT CORP — $37.3M (11.1%)
4. ECHO ECHOSTAR CORP — $27.6M (8.2%)
5. PRM PERIMETER SOLUTIONS INC — $24.6M (7.3%)
6. TDG TRANSDIGM GROUP INC — $22.3M (6.7%)
7. GEV GE VERNOVA INC — $18.2M (5.4%)
8. VRT VERTIV HOLDINGS CO — $18.1M (5.4%)
9. EXE EXPAND ENERGY CORPORATION — $17.9M (5.3%)
10. VMI VALMONT INDS INC — $17.3M (5.2%)