YCM
PENN icon

Yousif Capital Management’s PENN Entertainment PENN Stock Holding History

Yousif Capital Management’s Portfolio PENN Stock Details PENN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$507K Sell
23,755
-254
-1% -$4.55K 0.01% 1339
2026
Q1 		$361K Buy
24,009
+151
+0.6% +$2.1K ﹤0.01% 1536
2025
Q4 		$328K Sell
23,858
-1,774
-7% -$27.7K ﹤0.01% 1598
2025
Q3 		$494K Sell
25,632
-5,787
-18% -$109K 0.01% 1443
2025
Q2 		$561K Sell
31,419
-590
-2% -$9.26K 0.01% 1408
2025
Q1 		$522K Sell
32,009
-908
-3% -$17.7K 0.01% 1417
2024
Q4 		$652K Buy
32,917
+428
+1% +$8.41K 0.01% 1368
2024
Q3 		$613K Sell
32,489
-800
-2% -$15.2K 0.01% 1411
2024
Q2 		$644K Sell
33,289
-12,509
-27% -$212K 0.01% 1348
2024
Q1 		$834K Sell
45,798
-2,206
-5% -$45.5K 0.01% 1295
2023
Q4 		$1.25M Buy
48,004
+135
+0.3% +$3.13K 0.01% 1108
2023
Q3 		$1.1M Sell
47,869
-3,785
-7% -$91.6K 0.01% 1091
2023
Q2 		$1.24M Sell
51,654
-1,730
-3% -$46.1K 0.02% 1041
2023
Q1 		$1.58M Buy
53,384
+540
+1% +$16.7K 0.02% 883
2022
Q4 		$1.57M Sell
52,844
-2,925
-5% -$94.9K 0.02% 902
2022
Q3 		$1.53M Buy
55,769
+37,654
+208% +$1.22M 0.02% 919
2022
Q2 		$551K Buy
18,115
+170
+0.9% +$5.74K 0.01% 1504
2022
Q1 		$761K Sell
17,945
-803
-4% -$36.7K 0.01% 1464
2021
Q4 		$972K Buy
+18,748
New +$1.14M 0.01% 1385

Other funds holding PENN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Yousif Capital Management's PENN Position: Q2 2026 in Review

Yousif Capital Management reduced its PENN Entertainment (PENN) stake by 1.1% in Q2 2026, selling an estimated $4.55K and leaving 23,755 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #1339.

Yousif Capital Management first reported a position in PENN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.58M in Q1 2023. 186 funds tracked by Wall St. Rank hold PENN as of Q2 2026.

  • Yousif Capital Management held 23,755 shares of PENN Entertainment worth $507K as of Q2 2026.
  • Yousif Capital Management sold 254 PENN Entertainment shares in Q2 2026, an estimated $4.55K.
  • PENN Entertainment made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1339 holding.
  • Yousif Capital Management first reported a position in PENN Entertainment in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's PENN Entertainment position peaked at $1.58M in Q1 2023.
  • 186 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.