Westchester Capital Management (New York)’s Penumbra PEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$49.7M Buy
157,472
+80,842
+105% +$26.2M 2.43% 8
2026
Q1
$25.2M Buy
+76,630
New +$25.9M 1.14% 14

Other funds holding PEN

Westchester Capital Management (New York)'s PEN Position: Q2 2026 in Review

Westchester Capital Management (New York) increased its Penumbra (PEN) stake by 105% in Q2 2026, buying an estimated $26.2M and bringing the position to 157,472 shares worth $49.7M. The position accounts for 2.43% of the portfolio, ranked #8.

Westchester Capital Management (New York) first reported a position in PEN in Q1 2026 and has held it in 2 quarters since. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Westchester Capital Management (New York) held 157,472 shares of Penumbra worth $49.7M as of Q2 2026.
  • Westchester Capital Management (New York) bought 80,842 Penumbra shares in Q2 2026, an estimated $26.2M.
  • Penumbra made up 2.43% of Westchester Capital Management (New York)'s portfolio in Q2 2026, its #8 holding.
  • Westchester Capital Management (New York) first reported a position in Penumbra in Q1 2026 and has held it in 2 quarters since.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Westchester Capital Management (New York)'s 13F filing for Q2 2026, filed 14 Aug 2026.