Penn Capital Management’s TAT Technologies TATT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$14.6M	Buy	415,767 +58,376	+16%	+$2.33M	1.06%	54
2026 Q2	$17.3M	Buy	357,391 +66,791	+23%	+$2.68M	1.09%	42
2026 Q1	$11.8M	Sell	290,600 -62,977	-18%	-$3.26M	0.92%	64
2025 Q4	$15.8M	Sell	353,577 -4,191	-1%	-$171K	1.26%	31
2025 Q3	$15.8M	Buy	357,768 +327,015	+1,063%	+$11.6M	1.21%	33
2025 Q2	$939K	Buy	+30,753	New	+$885K	0.08%	113

Other funds holding TATT

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Y.D. More Investments Ramat Gan, Israel $3.47B AUM 82.09% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Penn Capital Management's TATT Position: Q3 2026 in Review

Penn Capital Management increased its TAT Technologies (TATT) stake by 16% in Q3 2026, buying an estimated $2.33M and bringing the position to 415,767 shares worth $14.6M. The position accounts for 1.06% of the portfolio, ranked #54.

Penn Capital Management first reported a position in TATT in Q2 2025 and has held it in 6 quarters since. The position peaked at $17.3M in Q2 2026. 51 funds tracked by Wall St. Rank hold TATT as of Q3 2026.

Penn Capital Management held 415,767 shares of TAT Technologies worth $14.6M as of Q3 2026.
Penn Capital Management bought 58,376 TAT Technologies shares in Q3 2026, an estimated $2.33M.
TAT Technologies made up 1.06% of Penn Capital Management's portfolio in Q3 2026, its #54 holding.
Penn Capital Management first reported a position in TAT Technologies in Q2 2025 and has held it in 6 quarters since.
Penn Capital Management's TAT Technologies position peaked at $17.3M in Q2 2026.
51 funds tracked by Wall St. Rank held TAT Technologies as of Q3 2026.

Based on Penn Capital Management's 13F filing for Q3 2026, filed 4 Nov 2026.