Loading…
CIK 0002011563 • 6 13F filings • May 15, 2025 – Aug 14, 2026
Import this data to Google Sheets with:
=jivedata("pennant-select-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $6.3M | 3.3%Prev: 3.1% | 20,100 SH | Increased |
| AMAZON COM INC | COM | $14.4M | 7.6%Prev: 8.6% | 62,300 SH | Increased |
| ANTERO RESOURCES CORP | COM | $7.3M | 3.9%Prev: 4.5% | 213,269 SH | Increased |
| ASML HOLDING N V | N Y REGISTRY SHS | $12.8M | 6.8%Prev: 7.3% | 12,000 SH | Increased |
| ECHOSTAR CORP | CL A | $59.8M | 31.6%Prev: 34.3% | 550,000 SH | Increased-165,000 SH |
| EXPAND ENERGY CORPORATION | COM | $7.7M | 4.1%Prev: 4.7% | 69,700 SH | Increased |
| MICROSOFT CORP | COM | $25.4M | 13.5%Prev: 10.6% | 52,600 SH | Increased+20,000 SH |
| NPK INTERNATIONAL INC | COM SHS | $12.1M | 6.4%Prev: 7.6% | 1,014,221 SH | Increased-48,042 SH |
| PERIMETER SOLUTIONS INC | COMMON STOCK | $15.7M | 8.3%Prev: 8.0% | 570,038 SH | Increased |
| QXO INC | COM NEW | $4.1M | 2.2%Prev: 2.6% | 215,000 SH | Increased |
| TRANSDIGM GROUP INC | COM | $8.2M | 4.4%Prev: 5.1% | 6,200 SH | Increased |
| VALMONT INDS INC | COM | $13.3M | 7.0% | 33,000 SH | New |
| VERTIV HOLDINGS CO | COM CL A | $1.7M | 0.9%Prev: 3.6% | 10,800 SH | Decreased-27,000 SH |
| 13F-HR |
| 0000919574-26-005352 |
| $225.1M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000919574-25-004886 | $130.4M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0000919574-26-003312 | $198.9M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000919574-25-003124 | $128.5M | View |