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PI

Pennant Investors Portfolio holdings

AUM $361M
1-Year Est. Return 134.26%
This Fund
S&P 500
This Quarter Est. Return
+10.42%
1 Year Est. Return
+134.26%
3 Year Est. Return
+359.01%
5 Year Est. Return
+289.76%
10 Year Est. Return
AUM
$300M
AUM Growth
+$52.4M
Cap. Flow
+$30.7M
Cap. Flow %
10.25%
Top 10 Hldgs %
96.45%
Holding
19
New
2
Increased
5
Reduced
Closed
1

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Communication Services 24.38%
2 Consumer Discretionary 22.86%
3 Technology 21.73%
4 Industrials 12.69%
5 Energy 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GOOGL icon
1
Alphabet (Google) Class A
GOOGL
$4.36T
$49.1M 16.37%
410,000
AMZN icon
2
Amazon
AMZN
$2.92T
$49M 16.35%
376,000
MSFT icon
3
Microsoft
MSFT
$3.45T
$45.6M 15.22%
134,000
TDG icon
4
TransDigm Group
TDG
$70.2B
$37.6M 12.53%
42,000
AR icon
5
Antero Resources
AR
$11.1B
$24.2M 8.07%
1,050,000
+50,000
+5% +$1.11M
DISH
6
DELISTED
DISH Network Corp.
DISH
$24M 8%
3,640,310
+1,674,269
+85% +$11.9M
ODP
7
DELISTED
ODP
ODP
$19.5M 6.5%
416,311
+20,000
+5% +$859K
MU icon
8
Micron Technology
MU
$930B
$19.3M 6.44%
306,000
AR icon
9
CALL
Antero Resources
AR
$11.1B
$11.5M 3.84%
+500,000
New +$11.1M
PRM icon
10
Perimeter Solutions
PRM
$4.99B
$9.33M 3.11%
1,516,767
+650,837
+75% +$4.36M
DISH
11
CALL
DELISTED
DISH Network Corp.
DISH
$6.59M 2.2%
1,000,000
+200,000
+25% +$1.42M
AM icon
12
Antero Midstream
AM
$10.4B
$3.36M 1.12%
290,000
GETR
13
DELISTED
Getaround, Inc.
GETR
$472K 0.16%
1,348,153
MIMO
14
DELISTED
Airspan Networks Holdings Inc
MIMO
$174K 0.06%
1,047,473
GRABW icon
15
Grab Holdings Warrant
GRABW
$601K
$36K 0.01%
80,000
MIMO.WS.B
16
DELISTED
Airspan Networks Holdings Inc Warrants
MIMO.WS.B
$0 ﹤0.01%
56,836
MIMO.WS
17
DELISTED
Airspan Networks Holdings Inc Warrants
MIMO.WS
$0 ﹤0.01%
+56,836
New +$1.31K
MIMO.WS.A
18
DELISTED
Airspan Networks Holdings Inc Warrants
MIMO.WS.A
$0 ﹤0.01%
56,836
MIMO.WS.C
19
DELISTED
Airspan Networks Holdings Inc Warrants
MIMO.WS.C
-56,836
Closed

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Pennant Investors's Q2 2023 Portfolio in Review

As of Q2 2023, Pennant Investors held 19 positions worth $300M, up 21% from $247M the previous quarter. Its ten largest holdings account for 96% of the portfolio.

Pennant Investors deployed $30.7M of net new capital in Q2 2023, opening 2 new positions and adding to 5 existing holdings. Its largest new stake was Airspan Networks Holdings Inc Warrants: 56,836 shares worth $0.

By sector, the portfolio is most concentrated in Communication Services at 24% of assets, down from 25% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the most notable exit was Airspan Networks Holdings Inc Warrants, an estimated $0 sold.

  • Pennant Investors's largest Q2 2023 buy was Airspan Networks Holdings Inc Warrants: 56,836 shares worth $0.
  • Pennant Investors added most to DISH Network Corp. in Q2 2023, an estimated $11.9M increase.
  • Pennant Investors fully exited Airspan Networks Holdings Inc Warrants in Q2 2023, selling an estimated $0.
  • Pennant Investors's ten largest holdings make up 96% of its $300M portfolio in Q2 2023.
  • Pennant Investors opened 2 new positions and closed 1 in Q2 2023.
  • Pennant Investors's portfolio value rose 21% quarter-over-quarter to $300M.

Based on Pennant Investors's 13F filing for Q2 2023, filed 14 Aug 2023.