Pennant Investors, LP Portfolio Holdings by Sector

Pennant Investors, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Oil & Gas E&P \| Energy AR AR CHK 3 stocks	$71,346 24.61% of portfolio	1	1	1	-	0 Calls 0 Puts
Communication Equipment \| Technology SATS 1 stocks	$55,368 19.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$44,426 15.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$27,770 9.58% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$24,548 8.47% of portfolio	-	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials VMI 1 stocks	$21,160 7.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$20,611 7.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$13,865 4.78% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services IREN 1 stocks	$7,777 2.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$2,980 1.03% of portfolio	-	1	-	-	0 Calls 0 Puts

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