Pennant Investors, LP holds a focused book of 17 stocks worth $361.0M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Flowserve Corp and trimmed Solstice Adv Materials Inc. Their largest long position is Solstice Adv Materials Inc at 13% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1759176/holdings"
Use Arkolith to show Pennant Investors, LP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Solstice Advanced Matls Inc COM SHS | $48.4M | 635.0K | 13.4% | ▼−9.3% Reduced · −65K sh | |
| 2 | Echostar Corp CL A | $43.9M | 375.4K | 12.2% | ▼−49% Reduced · −357K sh | |
| 3 | Microsoft Corp COM | $36.8M | 99.4K | 10.2% | ▲+18% Added · +15K sh | |
| 4 | Vertiv Holdings Co COM CL A | $27.3M | 109.0K | 7.6% | —Held | |
| 5 | Amazon Com Inc COM | $24.4M | 117.0K | 6.7% | ▼−3.3% Reduced · −4K sh | |
| 6 | Perimeter Solutions Inc COMMON STOCK | $22.9M | 938.3K | 6.3% | ▼−21% Reduced · −255K sh | |
| 7 | Expand Energy Corporation COM | $21.5M | 196.0K | 6.0% | ▼−9.3% Reduced · −20K sh | |
| 8 | Antero Resources Corp COM | $20.4M | 480.0K | 5.6% | ▼−9.4% Reduced · −50K sh | |
| 9 | Transdigm Group Inc COM | $19.4M | 16.8K | 5.4% | ▼−9.2% Reduced · −2K sh | |
| 10 | Ge Vernova Inc COM | $17.9M | 20.5K | 5.0% | ▼−9.3% Reduced · −2K sh | |
| 11 | Core Scientific Inc New COM | $16.6M | 1.11M | 4.6% | ▼−28% Reduced · −430K sh | |
| 12 | Alphabet Inc CAP STK CL A | $15.5M | 53.9K | 4.3% | ▼−41% Reduced · −38K sh | |
| 13 | CCC Intelligent Solutions HL COM | $14.5M | 2.42M | 4.0% | ▼−9.4% Reduced · −251K sh | |
| 14 | Valmont Inds Inc COM | $12.0M | 30.0K | 3.3% | ▼−9.4% Reduced · −3K sh | |
| 15 | Flowserve Corp COM | $9.9M | 135.0K | 2.7% | ▲New New position | |
| 16 | Qxo Inc COM NEW | $9.6M | 492.0K | 2.6% | ▼−9.4% Reduced · −51K sh | |
| 17 | Grab Holdings Limited *W EXP 99/99/999 | $6K | 80.0K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.