StockDriftsStockDriftsTop 17 Pennant Investors Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SOLS | SOLSTICE ADVANCED MATLS INC | 13.4% | 635.0K | $48.4M | -9.29%(-65.00K) | $48.58(+75.20%) | 2026-03-31 | |
| SATS | ECHOSTAR CORP | 12.17% | 375.4K | $43.9M | -48.77%(-357.36K) | $17.27(+694.54%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 10.19% | 99.4K | $36.8M | +17.77%(+15.00K) | $337.33(+25.08%) | 2026-03-31 | |
| VRT | VERTIV HOLDINGS CO | 7.57% | 109.0K | $27.3M | +0.00%(+0) | $87.56(+323.64%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 6.75% | 117.0K | $24.4M | -3.31%(-4.00K) | $121.38(+117.62%) | 2026-03-31 | |
| PRM | PERIMETER SOLUTIONS INC | 6.35% | 938.3K | $22.9M | -21.35%(-254.75K) | $8.31(+299.82%) | 2026-03-31 | |
| EXE | EXPAND ENERGY CORPORATION | 5.96% | 196.0K | $21.5M | -9.34%(-20.20K) | $98.56(-1.89%) | 2026-03-31 | |
| AR | ANTERO RESOURCES CORP | 5.64% | 480.0K | $20.4M | -9.43%(-50.00K) | $21.39(+78.77%) | 2026-03-31 | |
| TDG | TRANSDIGM GROUP INC | 5.38% | 16.8K | $19.4M | -9.20%(-1.70K) | $655.90(+75.17%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 4.96% | 20.5K | $17.9M | -9.29%(-2.10K) | $154.13(+580.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +40.75% | +178.84% |
| Top 20 Holdings Unweighted | +30.41% | +121.77% |
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