Penn Capital Management’s Limoneira LMNR Stock Holding History

Penn Capital Management’s Portfolio LMNR Stock Details LMNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-37,105	Closed	-$551K	–	184
2025 Q3	$551K	Buy	37,105 +23,645	+176%	+$366K	0.04%	144
2025 Q2	$211K	Buy	+13,460	New	+$213K	0.02%	155
2013 Q3	–	Sell	-91,535	Closed	-$1.9M	–	308
2013 Q2	$1.9M	Buy	+91,535	New	+$1.77M	0.08%	257

Other funds holding LMNR

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return

FWSM

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

PLC

Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return

Penn Capital Management's LMNR Position: Q4 2025 in Review

Penn Capital Management sold out of Limoneira (LMNR) in Q4 2025, closing a stake of 37,105 shares — an estimated $551K sold.

Penn Capital Management first reported a position in LMNR in Q2 2013 and held it in 3 quarters. The position peaked at $1.9M in Q2 2013. 105 funds tracked by Wall St. Rank hold LMNR as of Q4 2025.

Penn Capital Management reported no remaining Limoneira position as of Q4 2025 after selling out during the quarter.
Penn Capital Management sold 37,105 Limoneira shares in Q4 2025, an estimated $551K.
Penn Capital Management first reported a position in Limoneira in Q2 2013 and held it in 3 quarters.
Penn Capital Management's Limoneira position peaked at $1.9M in Q2 2013.
105 funds tracked by Wall St. Rank held Limoneira as of Q4 2025.

Based on Penn Capital Management's 13F filing for Q4 2025, filed 9 Feb 2026.