Kinetic Partners Management’s PennyMac Financial PFSI Stock Holding History

Kinetic Partners Management’s Portfolio PFSI Stock Details PFSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$27M	Buy	308,800 +182,900	+145%	+$19.7M	1.51%	26
2025 Q4	$16.6M	Buy	125,900 +37,900	+43%	+$4.83M	0.81%	34
2025 Q3	$10.9M	Buy	88,000 +1,200	+1%	+$130K	0.53%	38
2025 Q2	$8.65M	Hold	86,800	–	–	0.47%	34
2025 Q1	$8.69M	Sell	86,800 -41,000	-32%	-$4.2M	0.62%	29
2024 Q4	$13.1M	Hold	127,800	–	–	0.86%	28
2024 Q3	$14.6M	Buy	+127,800	New	+$13.1M	1.01%	25

Other funds holding PFSI

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kinetic Partners Management's PFSI Position: Q1 2026 in Review

Kinetic Partners Management increased its PennyMac Financial (PFSI) stake by 145% in Q1 2026, buying an estimated $19.7M and bringing the position to 308,800 shares worth $27M. The position accounts for 1.51% of the portfolio, ranked #26.

Kinetic Partners Management first reported a position in PFSI in Q3 2024 and has held it in 7 quarters since. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

Kinetic Partners Management held 308,800 shares of PennyMac Financial worth $27M as of Q1 2026.
Kinetic Partners Management bought 182,900 PennyMac Financial shares in Q1 2026, an estimated $19.7M.
PennyMac Financial made up 1.51% of Kinetic Partners Management's portfolio in Q1 2026, its #26 holding.
Kinetic Partners Management first reported a position in PennyMac Financial in Q3 2024 and has held it in 7 quarters since.
231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Kinetic Partners Management's 13F filing for Q1 2026, filed 15 May 2026.