Pennant Investors, LP
CIK: 1759176
Holdings (16)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 14, 2026
- SOLS
SOLSTICE ADVANCED MATLS INC
$42.35M
478,000 sh12.64%-24.7% - AMZN
AMAZON COM INC
$38.61M
162,000 sh11.53%+38.5% - MSFT
MICROSOFT CORP
$37.3M
100,000 sh11.14%+0.6% - ECHO
ECHOSTAR CORP
$27.59M
271,861 sh8.24%-27.6% - PRM
PERIMETER SOLUTIONS INC
$24.56M
689,000 sh7.33%-26.6% - TDG
TRANSDIGM GROUP INC
$22.34M
16,771 sh6.67%+0.0% - GEV
GE VERNOVA INC
$18.21M
15,500 sh5.44%-24.4% - VRT
VERTIV HOLDINGS CO
$18.08M
54,000 sh5.40%-50.5% - EXE
EXPAND ENERGY CORPORATION
$17.87M
196,000 sh5.34%+0.0% - VMI
VALMONT INDS INC
$17.33M
30,000 sh5.17%+0.0% - GOOGL
ALPHABET INC
$17.12M
47,900 sh5.11%-11.1% - AR
ANTERO RESOURCES CORP
$16.87M
480,000 sh5.04%+0.0% - FLS
FLOWSERVE CORP
$15.57M
210,000 sh4.65%+55.6% - VGNT
VERSIGENT PLC
$12.62M
300,378 sh3.77%New - QXO
QXO INC
$8.5M
492,000 sh2.54%+0.0% - GRABW
GRAB HOLDINGS LIMITED
$4K
80,000 sh0.00%+0.0%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 SOLS SOLSTICE ADVANCED MATLS INC | 478,000 | $42.35M | -24.7% | 12.64% | Q2 2026 |
 AMZN AMAZON COM INC | 162,000 | $38.61M | +38.5% | 11.53% | Q2 2026 |
 MSFT MICROSOFT CORP | 100,000 | $37.3M | +0.6% | 11.14% | Q2 2026 |
 ECHO ECHOSTAR CORP | 271,861 | $27.59M | -27.6% | 8.24% | Q2 2026 |
 PRM PERIMETER SOLUTIONS INC | 689,000 | $24.56M | -26.6% | 7.33% | Q2 2026 |
 TDG TRANSDIGM GROUP INC | 16,771 | $22.34M | +0.0% | 6.67% | Q2 2026 |
 GEV GE VERNOVA INC | 15,500 | $18.21M | -24.4% | 5.44% | Q2 2026 |
 VRT VERTIV HOLDINGS CO | 54,000 | $18.08M | -50.5% | 5.40% | Q2 2026 |
 EXE EXPAND ENERGY CORPORATION | 196,000 | $17.87M | +0.0% | 5.34% | Q2 2026 |
 VMI VALMONT INDS INC | 30,000 | $17.33M | +0.0% | 5.17% | Q2 2026 |
 GOOGL ALPHABET INC | 47,900 | $17.12M | -11.1% | 5.11% | Q2 2026 |
 AR ANTERO RESOURCES CORP | 480,000 | $16.87M | +0.0% | 5.04% | Q2 2026 |
 FLS FLOWSERVE CORP | 210,000 | $15.57M | +55.6% | 4.65% | Q2 2026 |
 VGNT VERSIGENT PLC | 300,378 | $12.62M | New | 3.77% | Q2 2026 |
 QXO QXO INC | 492,000 | $8.5M | +0.0% | 2.54% | Q2 2026 |
 GRABW GRAB HOLDINGS LIMITED | 80,000 | $4K | +0.0% | 0.00% | Q2 2026 |
1-16 of 16 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Pennant Investors, LP
Pennant Investors, LP is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1759176). Signal8 holds 20 13F filings from it. Its SEC filings list Delaware as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 14, 2026. That report lists 16 securities, not counting options, down from 17 in Q1 2026.
Its five largest reported positions, in order, are SOLSTICE ADVANCED MATLS INC (SOLS), AMAZON COM INC (AMZN), MICROSOFT CORP (MSFT), ECHOSTAR CORP (ECHO) and PERIMETER SOLUTIONS INC (PRM). The next five are TRANSDIGM GROUP INC (TDG), GE VERNOVA INC (GEV), VERTIV HOLDINGS CO (VRT), EXPAND ENERGY CORPORATION (EXE) and VALMONT INDS INC (VMI).
Recent 13F filings by Pennant Investors, LP
- Q2 2026: 13F-HR filed Aug 14, 2026, listing 16 securities.
- Q1 2026: 13F-HR filed May 15, 2026, listing 17 securities.
- Q4 2025: 13F-HR filed Feb 17, 2026, listing 16 securities.
- Q3 2025: 13F-HR filed Nov 14, 2025, listing 15 securities.
- Q2 2025: 13F-HR filed Aug 14, 2025, listing 16 securities.
- Q1 2025: 13F-HR filed May 15, 2025, listing 16 securities.