Pennant Investors, LP — 13F Holdings & Portfolio

CIK 1759176 · latest 13F-HR filed 2026-08-14

Pennant Investors, LP manages $334.9M in 13F-reported U.S. long-equity assets across 16 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SOLS (12.64%), AMZN (11.53%), MSFT (11.14%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 2, added to 6, and trimmed 7.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
535 SPRINGFIELD AVENUE
SUITE 120
SUMMIT, NJ 07901
Phone
(973) 701-1100
Filing Manager
Pennant Investors, LP
Summit, NJ
Signatory
Alan Fournier
Authorized Person
Loading holdings…
AUM

$334.9M

Long-equity book

Holdings

16

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+1 / −2 / ↑6 / ↓7

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • AMAZON COM INC$14.2M +58.5%
  • FLOWSERVE CORP$5.6M +56.9%
  • VALMONT INDS INC$5.3M +44.6%
  • TRANSDIGM GROUP INC$2.9M +14.9%
  • PERIMETER SOLUTIONS INC$1.7M +7.2%
Show all 6

Top Trims

  • ECHOSTAR CORP-$16.4M -37.2%
  • VERTIV HOLDINGS CO-$9.2M -33.8%
  • SOLSTICE ADVANCED MATLS INC-$6.0M -12.4%
  • EXPAND ENERGY CORPORATION-$3.6M -16.9%
  • ANTERO RESOURCES CORP-$3.5M -17.2%
Show all 7

New Positions

  • VERSIGENT PLC$12.6M
Show all 1

Exited Positions

  • CORE SCIENTIFIC INC NEW$16.6M
  • CCC INTELLIGENT SOLUTIONS HL$14.5M
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SOLSTICE ADVANCED MATLS INC SOLS 83443Q103 $42.4M 12.64% 478,000 SH
2 AMAZON COM INC AMZN 023135106 $38.6M 11.53% 162,000 SH
3 MICROSOFT CORP MSFT 594918104 $37.3M 11.14% 100,000 SH
4 ECHOSTAR CORP ECHO 278768106 $27.6M 8.24% 271,861 SH
5 PERIMETER SOLUTIONS INC PRM 71385M107 $24.6M 7.33% 689,000 SH
6 TRANSDIGM GROUP INC TDG 893641100 $22.3M 6.67% 16,771 SH
7 GE VERNOVA INC GEV 36828A101 $18.2M 5.44% 15,500 SH
8 VERTIV HOLDINGS CO VRT 92537N108 $18.1M 5.40% 54,000 SH
9 EXPAND ENERGY CORPORATION EXE 165167735 $17.9M 5.34% 196,000 SH
10 VALMONT INDS INC VMI 920253101 $17.3M 5.17% 30,000 SH
11 ALPHABET INC GOOGL 02079K305 $17.1M 5.11% 47,900 SH
12 ANTERO RESOURCES CORP AR 03674X106 $16.9M 5.04% 480,000 SH
13 FLOWSERVE CORP FLS 34354P105 $15.6M 4.65% 210,000 SH
14 VERSIGENT PLC VGNT G9600F104 $12.6M 3.77% 300,378 SH
15 QXO INC QXO 82846H405 $8.5M 2.54% 492,000 SH
16 GRAB HOLDINGS LIMITED GRABW G4124C117 $3.6K 0.00% 80,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $334.9M 16 0000919574-26-005343
2026-03-31 2026-05-15 $361.0M 17 0000919574-26-003310
2025-12-31 2026-02-17 $417.9M 17 0000919574-26-001198
2025-09-30 2025-11-14 $371.7M 15 0000919574-25-006856