FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,173.71-0.12%
XLE57.000.23%
STOXX50E5,860.32-0.39%
XLF51.760.66%
FTSE10,321.09-0.56%
IXIC24,860.380.10%
RUT2,786.57-0.02%
GSPC7,172.700.11%
Temp30.1°C
UV12.4
Feels35.1°C
Humidity62%
Wind13 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time1:39 PM

Institutional Manager · CIK 0001158202

Penn Capital Management Company, LLC

PHILADELPHIA, PA · File #028-11296

Latest AUM
$1.25B
Positions
165
Top-10 Concentration
24.9%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
NEWELDORADO GOLD CORP NEW284902509+508,439+$18.3M$0
NEWACM RESH INC00108J109+435,843+$17.2M$0
EXITEDGOLDEN ENTMT INC381013101-677,347-$16.0M$0
EXITEDCOEUR MNG INC192108504-804,852-$15.1M$0
EXITEDTAYLOR MORRISON HOME CORP87724P106-199,438-$13.2M$0
EXITEDODDITY TECH LTDM7518J104-210,290-$13.1M$0
REDUCEONEMAIN HLDGS INCOMF-188,334-$13.0M+$2.5M
NEWSOLENO THERAPEUTICS INCSLNO+275,782+$12.8M$0
NEWAMNEAL PHARMACEUTICALS INCAMRX+1,001,951+$12.7M$0
REDUCERAMBUS INC DELRMBS-135,120-$12.6M-$1.7M

Sector Allocation

Technology
12.5%$156.5M
Healthcare
12.2%$153.3M
Industrials
9.5%$118.9M
Energy
7.1%$88.9M
Financials
5.3%$66.8M
Materials
3.8%$47.6M
Real Estate
2.2%$27.6M
Utilities
0.9%$10.9M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ALPHATEC HLDGS INCATEC1,073,090$22.6M2.68%
2WEATHERFORD INTL PLCG48833118287,065$22.5M2.67%
3MIRUM PHARMACEUTICALS INCMIRM281,918$22.3M2.64%
4AMENTUM HOLDINGS INCAMTM743,937$21.6M2.56%
5NEXSTAR MEDIA GROUP INCNXST103,668$21.1M2.50%
6THE REALREAL INC88339P1011,336,674$21.1M2.50%
7GULFPORT ENERGY CORPGPOR96,798$20.2M2.39%
8AMERIS BANCORPABCB270,921$20.2M2.39%
9RADNET INCRDNT274,367$19.6M2.32%
10HARROW INCHROW392,067$19.3M2.28%
11BANC OF CALIFORNIA INCBANC-PF988,064$19.1M2.26%
12LIGAND PHARMACEUTICALS INCLGNZZ98,848$18.7M2.22%
13NEWMARK GROUP INCNMRK1,074,219$18.7M2.21%
14LUMEN TECHNOLOGIES INCLUMN2,376,354$18.5M2.19%
15ELDORADO GOLD CORP NEW284902509508,439$18.3M2.17%
16CAESARS ENTERTAINMENT INC NE12769G100759,842$17.8M2.11%
17DYCOM INDS INC26747510152,521$17.8M2.10%
18DIME CMNTY BANCSHARES INC25432X102571,625$17.2M2.04%
19ACM RESH INC00108J109435,843$17.2M2.04%
20FIRST WATCH RESTAURANT GROUPFWRG1,131,552$17.1M2.03%