Stock Taper

PENN CAPITAL MANAGEMENT COMPANY, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Camtek Ltd.CAMT117.01K$19.12M
Borr Drilling LimitedBORR126.63K$522.97K
The Chefs' Warehouse, Inc.CHEF137.84K$13.27M
Primoris Services CorporationPRIM138.96K$13.79M
Gilat Satellite Networks Ltd.GILT139.27K$1.85M
National Vision Holdings, Inc.EYE146.25K$2.78M
Herc Holdings Inc.HRI146.72K$21.07M
Aehr Test SystemsAEHR150.55K$14.48M
Lantheus Holdings, Inc.LNTH153.88K$17.09M
National Bank Holdings CorporationNBHC162.45K$7.22M
Marriott Vacations Worldwide CorporationVAC162.74K$16.61M
Texas Capital Bancshares, Inc.TCBI164.17K$16.97M
Ryman Hospitality Properties, Inc.RHP168.29K$21.68M
Churchill Downs IncorporatedCHDN171.67K$15.41M
Surgery Partners, Inc.SGRY175.08K$2.94M
Global Water Resources, Inc.GWRS177.24K$1.28M
TETRA Technologies, Inc.TTI180.87K$2.05M
Celanese CorporationCE200.76K$9.25M
BrightView Holdings, Inc.BV202.69K$2.87M
PDF Solutions, Inc.PDFS203.14K$14.39M