PENNANT INVESTORS, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CORZ | 1.54M | $22.43M |
 | PRM | 1.19M | $32.84M |
 | SATS | 733K | $79.65M |
 | SOLS | 700K | $34.01M |
 | QXO | 543K | $10.47M |
 | AR | 530K | $18.26M |
 | EXE | 216K | $23.86M |
 | AMZN | 121K | $27.93M |
 | VRT | 109K | $17.66M |
 | GOOGL | 92K | $28.80M |
 | MSFT | 84K | $40.82M |
 | GRABW | 80K | $23.52K |
 | VMI | 33K | $13.32M |
 | GEV | 23K | $14.77M |
 | TDG | 18K | $24.56M |
Core Scientific, Inc.
CORZ
Shares Held
1.54M
Value
$22.43M
Perimeter Solutions, S.A.
PRM
Shares Held
1.19M
Value
$32.84M
EchoStar Corporation
SATS
Shares Held
733K
Value
$79.65M
Solstice Advanced Materials Inc.
SOLS
Shares Held
700K
Value
$34.01M
QXO, Inc.
QXO
Shares Held
543K
Value
$10.47M
Antero Resources Corporation
AR
Shares Held
530K
Value
$18.26M
Expand Energy Corporation
EXE
Shares Held
216K
Value
$23.86M
Amazon.com, Inc.
AMZN
Shares Held
121K
Value
$27.93M
Vertiv Holdings Co
VRT
Shares Held
109K
Value
$17.66M
Alphabet Inc.
GOOGL
Shares Held
92K
Value
$28.80M
Microsoft Corporation
MSFT
Shares Held
84K
Value
$40.82M
Grab Holdings Limited
GRABW
Shares Held
80K
Value
$23.52K
Valmont Industries, Inc.
VMI
Shares Held
33K
Value
$13.32M
GE Vernova Inc.
GEV
Shares Held
23K
Value
$14.77M
TransDigm Group Incorporated
TDG
Shares Held
18K
Value
$24.56M