Pennant Investors, LP Portfolio Holdings by Sector

Pennant Investors, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Communication Equipment \| Technology SATS 1 stocks	$57,603 17.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy AR AR 2 stocks	$46,584 14.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials PRM 1 stocks	$36,234 11.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology MU 1 stocks	$35,306 10.92% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$33,912 10.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$27,650 8.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$25,375 7.85% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$21,941 6.78% of portfolio	-	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$13,865 4.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials VMI 1 stocks	$11,594 3.58% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services IREN 1 stocks	$7,933 2.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$5,416 1.67% of portfolio	1	-	1	-	0 Calls 0 Puts

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