Pennant Investors as of Dec. 31, 2019
Portfolio Holdings for Pennant Investors
Pennant Investors holds 17 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 9.5 | $27M | 48k | 560.00 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 9.4 | $26M | 54k | 485.07 | |
| Walt Disney Company (DIS) | 9.1 | $25M | 175k | 144.63 | |
| Blackstone Group Inc Com Cl A (BX) | 8.3 | $23M | 413k | 55.94 | |
| SPDR Gold Trust (GLD) | 8.0 | $22M | 156k | 142.90 | |
| Aramark Hldgs (ARMK) | 6.8 | $19M | 439k | 43.40 | |
| Antero Midstream Corp antero midstream (AM) | 6.1 | $17M | 2.3M | 7.59 | |
| Metropcs Communications (TMUS) | 4.9 | $14M | 174k | 78.42 | |
| Alphabet Inc Class A cs (GOOGL) | 4.8 | $13M | 10k | 1339.40 | |
| Amazon (AMZN) | 4.8 | $13M | 7.2k | 1847.78 | |
| DISH Network | 4.7 | $13M | 373k | 35.47 | |
| Alerian Mlp Etf | 4.6 | $13M | 1.5M | 8.50 | |
| Energy Transfer Equity (ET) | 4.5 | $13M | 980k | 12.83 | |
| Johnson & Johnson (JNJ) | 4.4 | $12M | 85k | 145.87 | |
| Micron Technology (MU) | 4.2 | $12M | 216k | 53.78 | |
| Antero Res (AR) | 3.9 | $11M | 3.9M | 2.85 | |
| Mosaic (MOS) | 2.2 | $6.1M | 280k | 21.64 |
