Pennant Select, LLC
Pennant Select, LLC, managed by Brent Guerisoli, reported 15 positions worth $225.06M in its 2026 Q2 13F filing: 1 new and 1 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +125.9% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +18.3% | +11.4% |
| 2025 Q3 | +44.2% | +7.6% |
| 2025 Q4 | +18.8% | +3.1% |
| 2026 Q1 | +1.1% | -5.8% |
| 2026 Q2 | +10.3% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| ECHO | ECHOSTAR CORP | $42.83M | 19.00% | NO CHANGE |
| AMZN | AMAZON COM INC | $28.91M | 12.80% | NO CHANGE |
| MSFT | MICROSOFT CORP | $25.22M | 11.20% | NO CHANGE |
| ASML | ASML HLDG NV | $23.87M | 10.60% | NO CHANGE |
| VMI | VALMONT INDS INC | $19.06M | 8.50% | NO CHANGE |
| QXO | QXO INC | $13.74M | 6.10% | NO CHANGE |
| AIRJ | AIRJOULE TECHNOLOGIES CORP | $12.63M | 5.60% | +4.5% |
| GNRC | GENERAC HLDGS INC | $9.37M | 4.20% | NO CHANGE |
| FLS | FLOWSERVE CORP | $9.27M | 4.10% | NO CHANGE |
| TDG | TRANSDIGM GROUP INC | $8.26M | 3.70% | NO CHANGE |
| AR | ANTERO RESOURCES CORP | $7.49M | 3.30% | NO CHANGE |
| VGNT | VERSIGENT PLC | $7.25M | 3.20% | NEW |
| GOOGL | ALPHABET INC | $7.18M | 3.20% | NO CHANGE |
| EXE | EXPAND ENERGY CORPORATION | $6.36M | 2.80% | NO CHANGE |
| VRT | VERTIV HOLDINGS CO | $3.62M | 1.60% | NO CHANGE |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.