Pennant Investors, LP Portfolio Holdings by Sector

Pennant Investors, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology MSFT CCCS 2 stocks	$55,348 23.41% of portfolio	1	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology SATS 1 stocks	$40,552 17.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy AR CHK 2 stocks	$40,243 17.02% of portfolio	-	2	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$30,216 12.78% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$28,520 12.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$15,858 6.71% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials VMI 1 stocks	$11,567 4.89% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$9,498 4.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$4,648 1.97% of portfolio	-	1	-	-	0 Calls 0 Puts

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