Pennant Investors, LP

CIK: 0001759176Latest portfolio: $417.9M · Q4 2025

Holdings

16

Total Value

$417.9M

New Positions

1

Closed Positions

0

Top Holdings

#StockSharesValue% PortfolioChangeType
1
SATSECHOSTAR CORP
732,759$79.7M19.06%-204,490
2
MSFTMICROSOFT CORP
84,400$40.8M9.77%-10,200
3
SOLSSOLSTICE ADVANCED MATLS INC
700,000$34.0M8.14%NEW
4
PRMPERIMETER SOLUTIONS INC
1,193,000$32.8M7.86%-191,000
5
CORZCORE SCIENTIFIC INC NEW
2,040,495$29.7M7.11%NEWCall
6
GOOGLALPHABET INC
92,000$28.8M6.89%-15,900
7
AMZNAMAZON COM INC
121,000$27.9M6.68%
8
T7DTRANSDIGM GROUP INC
18,471$24.6M5.88%
9
EXEEXPAND ENERGY CORPORATION
216,200$23.9M5.71%
10
CCCCCC INTELLIGENT SOLUTIONS HL
2,671,502$21.2M5.08%+1.9M
11
ARANTERO RESOURCES CORP
530,000$18.3M4.37%-131,230
12
VRTVERTIV HOLDINGS CO
109,000$17.7M4.23%-27,000
13
GEVGE VERNOVA INC
22,600$14.8M3.53%
14
VMIVALMONT INDS INC
33,120$13.3M3.19%
15
QXOQXO INC
543,000$10.5M2.51%
16
GRABGRAB HOLDINGS LIMITED
80,000$23K0.01%

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
GOOGL92K+-15900

Decreased Positions

NameSharesChange
SATS733K-204490
PRM1.2M-191000
AR530K-131230
VRT109K-27000
MSFT84K-10200
CCC2.7M1.9M

Sector Breakdown

Technology0.0% ($7965040817297.1T)
Industrials0.0% ($176591.3T)
Basic Materials0.0% ($3.4T)
Energy0.0% ($2.4T)
Communication Services0.0% ($28.8M)
Consumer Cyclical0.0% ($27.9M)
Unknown0.0% ($24.6M)
Utilities0.0% ($14.8M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$417.9M17
Q3 2025Nov 14, 2025$371.7B15
Q2 2025Aug 14, 2025$334.3B16
Q1 2025May 15, 2025$383.2B19
Q4 2024Feb 14, 2025$354.3B16

Fund Information

CIK0001759176
Most Recent FilingFeb 17, 2026
Number of Filings5

Pennant Investors, LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $417.9M across 16 holdings. The largest position is ECHOSTAR CORP (SATS), representing 19.1% of the portfolio. Compared to the previous quarter, the fund opened 2 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.