Penn Capital Management’s Moelis & Co MC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.8M	Buy	+210,064	New	+$13.8M	0.87%	67

Other funds holding MC

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

VCA

Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return

Penn Capital Management's MC Position: Q2 2026 in Review

Penn Capital Management opened a new position in Moelis & Co (MC) in Q2 2026: 210,064 shares worth $13.8M. The stake represents 0.87% of the portfolio and ranks #67 among its holdings.

121 funds tracked by Wall St. Rank hold MC as of Q2 2026.

Penn Capital Management held 210,064 shares of Moelis & Co worth $13.8M as of Q2 2026.
Moelis & Co was a new Penn Capital Management position in Q2 2026.
Moelis & Co made up 0.87% of Penn Capital Management's portfolio in Q2 2026, its #67 holding.
121 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Penn Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.