Arkolith/Funds/Penn Capital Management Company, LLC

Penn Capital Management Company, LLC

CIK 1158202
Holdings as of Jun 30, 2026·disclosed Jul 30, 2026·~30-day 13F lag·13F-HR
Active Filer

Penn Capital Management Company, LLC holds a diversified book of 185 stocks worth $1.6B as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Wolfspeed Inc and trimmed Ouster Inc. Their largest long position is Ouster Inc at 3% of the equity book.

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Use Arkolith to show Penn Capital Management Company, LLC's latest
holdings, largest changes, and filing provenance.
Opened
220
new positions
Added to
56
existing
Trimmed
73
reduced
Sold out
43
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
11%
Top 10 holdings
19%
Top 20 holdings
34%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Industrials
27%
Health Care
15%
Financials
12%
Consumer Discretionary
12%
Information Technology
9%
Energy
7%
Real Estate
6%
Communication Services
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Penn Capital Management Company, LLC

Manager / fundShared namesTheir $ in those
GEODE CAPITAL MANAGEMENT, LLC80 / 80$5.5B
MORGAN STANLEY80 / 80$3.3B
UBS Group AG80 / 80$2.3B
ROYAL BANK OF CANADA80 / 80$411.0M
BARCLAYS PLC80 / 80$378.5M
OSAIC HOLDINGS, INC.80 / 80$87.1M
BlackRock, Inc.79 / 80$27.4B
GOLDMAN SACHS GROUP INC79 / 80$3.3B

Ranked by how many of Penn Capital Management Company, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

185 positions
#SecurityValueShares% PortLast moveHistory
1Ouster Inc
COM NEW
$41.1M656.1K
2.6%
−32%
Reduced · −314K sh
2Acm Resh Inc
COM CL A
$36.3M285.8K
2.3%
−28%
Reduced · −112K sh
3Mirum Pharmaceuticals Inc
COM
$35.1M298.9K
2.2%
+16%
Added · +42K sh
4Ligand Pharmaceuticals Inc
COM NEW
$31.7M100.3K
2.0%
+5.1%
Added · +5K sh
5TG Therapeutics Inc
COM
$29.5M536.1K
1.9%
−1.1%
Reduced · −6K sh
6Rxo Inc
COMMON STOCK
$27.0M975.0K
1.7%
−28%
Reduced · −373K sh
7Legence Corp
CL A
$26.6M311.8K
1.7%
−12%
Reduced · −44K sh
8United Parks & Resorts Inc
COM
$25.5M533.6K
1.6%
+18%
Added · +81K sh
9Penn Entertainment Inc
COM
$25.4M1.19M
1.6%
+6.2%
Added · +70K sh
10Wolfspeed Inc
COMMON STOCK
$24.8M514.0K
1.6%
New
New position
11Compass Inc
CL A
$24.8M2.00M
1.6%
New
New position
12Banc Of California Inc
COM
$24.5M1.20M
1.6%
−1.1%
Reduced · −14K sh
13Select Water Solutions Inc
CL A COM
$24.5M1.22M
1.6%
−16%
Reduced · −237K sh
14Agilysys Inc
COM
$24.2M231.2K
1.5%
+19%
Added · +37K sh
15Constellium SE
CL A SHS
$23.9M749.6K
1.5%
−11%
Reduced · −95K sh
16Kiniksa Pharmaceuticals Intl
ORD SHS CL A
$23.6M368.1K
1.5%
+22%
Added · +66K sh
17Gates Indl Corp PLC
ORD SHS
$23.5M839.7K
1.5%
+5.0%
Added · +40K sh
18Ameris Bancorp
COM
$23.5M260.1K
1.5%
−1.1%
Reduced · −3K sh
19Dime Coml Bancshares Inc
COM
$22.9M562.5K
1.5%
−7.7%
Reduced · −47K sh
20Ryman Hospitality Pptys Inc
COM
$21.7M168.3K
1.4%
+15%
Added · +22K sh
21Ceco Environmental Corp
COM
$21.6M237.1K
1.4%
New
New position
22Werner Enterprises Inc
COM
$21.5M491.5K
1.4%
+11%
Added · +48K sh
23FB Finl Corp
COM
$21.5M387.3K
1.4%
+21%
Added · +68K sh
24Newmark Group Inc
CL A
$21.1M1.40M
1.3%
+21%
Added · +242K sh
25Herc Hldgs Inc
COM
$21.1M146.7K
1.3%
New
New position
26Life Time Group Holdings Inc
COMMON STOCK
$21.1M514.8K
1.3%
−8.1%
Reduced · −45K sh
27Amneal Pharmaceuticals Inc
COM STK CL A
$20.5M1.18M
1.3%
−1.2%
Reduced · −15K sh
28Hancock Whitney Corporation
COM
$20.4M272.5K
1.3%
+45%
Added · +84K sh
29Zeta Global Holdings Corp
CL A
$20.4M1.03M
1.3%
+24%
Added · +200K sh
30Lumen Technologies Inc
COM
$19.6M2.55M
1.2%
−5.9%
Reduced · −161K sh
31Camtek Ltd
ORD
$19.1M117.0K
1.2%
+55%
Added · +42K sh
32First Watch Restaurant Group
COM
$19.0M1.47M
1.2%
+29%
Added · +332K sh
33Pursuit Attractions And Hosp
COM
$18.9M337.0K
1.2%
−8.5%
Reduced · −31K sh
34Weatherford Intl PLC
ORD SHS
$18.5M227.0K
1.2%
−4.6%
Reduced · −11K sh
35Patterson-Uti Energy Inc
COM
$18.3M1.99M
1.2%
New
New position
36Solaris Energy Infras Inc
COM CL A
$18.1M224.5K
1.1%
−20%
Reduced · −56K sh
37Rush Street Interactive Inc
COM
$17.7M595.3K
1.1%
−20%
Reduced · −148K sh
38Capri Holdings Limited
SHS
$17.7M951.4K
1.1%
+7.2%
Added · +64K sh
39Gulfport Energy Corp
COMMON SHARES
$17.6M103.6K
1.1%
−7.0%
Reduced · −8K sh
40Stagwell Inc
COM CL A
$17.6M2.36M
1.1%
+9.3%
Added · +202K sh
41Transocean Ltd
REGISTERED SHS
$17.5M3.57M
1.1%
+13%
Added · +414K sh
42Tat Technologies Ltd
ORD NEW
$17.3M357.4K
1.1%
+23%
Added · +67K sh
43Ani Pharmaceuticals Inc
COM
$17.2M207.4K
1.1%
+15%
Added · +28K sh
44Lantheus Hldgs Inc
COM
$17.1M153.9K
1.1%
New
New position
45Texas Cap Bancshares Inc
COM
$17.0M164.2K
1.1%
−1.6%
Reduced · −3K sh
46Lindblad Expeditions Hldgs I
COM
$16.8M595.1K
1.1%
−29%
Reduced · −242K sh
47Radnet Inc
COM
$16.8M271.4K
1.1%
−2.0%
Reduced · −5K sh
48Terex Corp New
COM
$16.7M231.0K
1.1%
+106%
Added · +119K sh
49Centuri Holdings Inc
COM SHS
$16.6M548.9K
1.1%
+24%
Added · +106K sh
50Marriott Vacations Worldwide
COM
$16.6M162.7K
1.1%
New
New position
Showing 50 of 185 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 2026185$1.6B13F-HR
Q1 2026Mar 31, 2026May 7, 2026172$1.3B13F-HR
Q4 2025Dec 31, 2025Feb 9, 2026165$1.3B13F-HR
Q3 2025Sep 30, 2025Nov 24, 2025170$1.3B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025157$1.2B13F-HR
Q1 2025Mar 31, 2025May 14, 2025161$1.0B13F-HR
Q4 2024Dec 31, 2024Feb 14, 2025143$1.0B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024146$1.1B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.