Fund HoldingsPenn Capital Management Company, LLC

Total Portfolio Value
$1.29B
Total Bought
$298.13M
Total Sold
$251.24M
Net Transaction
+$46.88M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
LEGENCE CORP(LGN)0356,315+356,315020,1641.56%+20,164
SSR MINING IN(SSRM)0616,613+616,613018,1641.41%+18,164
CELANESE CORP DEL(CE)0270,998+270,998017,8631.38%+17,863
KINIKSA PHARMACEUTICALS INTL(KNSA)0301,993+301,993014,5571.13%+14,557
CONSTELLIUM SE(CSTM)365,194844,934+479,7406,90020,8141.61%+13,914
WERNER ENTERPRISES INC(WERN)0443,452+443,452013,0551.01%+13,055
HANCOCK WHITNEY CORPORATION(HWC)0188,425+188,425011,9950.93%+11,995
SELECT WATER SOLUTIONS INC(WTTR)01,458,893+1,458,893022,3691.73%+22,369
BILLIONTOONE INC0126,335+126,33509,9920.77%+9,992
HERBALIFE LTD(HLF)34,854687,660+652,80644910,1330.79%+9,683
ARCUTIS BIOTHERAPEUTICS INC(ARQT)0333,130+333,13007,8650.61%+7,865
RXO INC(RXO)01,347,550+1,347,550019,7481.53%+19,748
TEREX CORP NEW(TEX)0112,291+112,29106,6440.51%+6,644
CAESARS ENTERTAINMENT INC NE(CZR)759,842895,540+135,69817,82023,7321.84%+5,911
NORTHERN OIL & GAS INC(NOG)0560,570+560,570016,4251.27%+16,425
CAPRI HOLDINGS LIMITED
SHS
405,546887,719+482,1739,91915,6721.21%+5,753
TRANSOCEAN LTD(RIG)3,755,3923,152,566-602,82615,55120,9581.62%+5,407
CHEMOURS CO(CC)1,386,819981,365-405,45416,36621,6651.68%+5,299
CALIX INC(CALX)0378,564+378,564018,5911.44%+18,591
EZCORP INC(EZPW)495,962572,341+76,3799,63914,5411.13%+4,902
CALIFORNIA RES CORP(CRC)0228,290+228,290015,8181.23%+15,818
GATES INDL CORP PLC
ORD SHS
0799,267+799,267018,1161.40%+18,116
PENN ENTERTAINMENT INC(PENN)01,116,813+1,116,813016,8261.30%+16,826
GULFPORT ENERGY CORP(GPOR)96,798111,408+14,61020,18423,6251.83%+3,441
DIME CMNTY BANCSHARES INC(DCBG)0609,488+609,488020,6621.60%+20,662
SCRIPPS E W CO OHIO3,282,5294,358,265+1,075,73613,11116,2291.26%+3,118
STAGWELL INC(STGW)02,160,479+2,160,479013,6201.06%+13,620
ANI PHARMACEUTICALS INC(ANIP)137,394179,716+42,32210,85813,8341.07%+2,976
ASHLAND INC(ASH)047,565+47,56502,6450.20%+2,645
SOLARIS ENERGY INFRAS INC(SEI)288,343280,682-7,66113,26915,8781.23%+2,609
INNOSPEC INC(IOSP)033,286+33,28602,4310.19%+2,431
CENTURI HOLDINGS INC(CTRI)421,536442,756+21,22010,65412,9461.00%+2,292
BANC OF CALIFORNIA INC(BANC)988,0641,213,010+224,94619,10521,3721.66%+2,267
AMNEAL PHARMACEUTICALS INC(AMRX)1,001,9511,196,073+194,12212,65514,9011.15%+2,245
RYMAN HOSPITALITY PPTYS INC(RHP)0146,113+146,113013,5151.05%+13,515
STEPAN CO(SCL)039,656+39,65601,9820.15%+1,982
TG THERAPEUTICS INC(TGTX)0541,960+541,960018,0471.40%+18,047
APA CORPORATION(APA)043,007+43,00701,8550.14%+1,855
CAMPING WORLD HLDGS INC0266,256+266,25601,8190.14%+1,819
RUSH STREET INTERACTIVE INC(RSI)0742,931+742,931016,1761.25%+16,176
UNITI GROUP LLC(UNIT)1,268,7101,140,776-127,9348,90010,7110.83%+1,810
RLJ LODGING TR(RLJ)0214,993+214,99301,5950.12%+1,595
VANGUARD INDEX FDS15,38422,568+7,1843,2254,6870.36%+1,462
MIRUM PHARMACEUTICALS INC(MIRM)0256,767+256,767023,7751.84%+23,775
MODINE MFG CO(MOD)074,554+74,554016,2011.26%+16,201
LIFE TIME GROUP HOLDINGS INC(LTH)0560,011+560,011015,1251.17%+15,125
SUMMIT HOTEL PPTYS0311,206+311,20601,3760.11%+1,376
INNOVEX INTERNATIONAL INC(INVX)054,453+54,45301,3280.10%+1,328
FB FINL CORP(FBK)0319,597+319,597016,6171.29%+16,617
PURSUIT ATTRACTIONS AND HOSP(PRSU)0368,366+368,366013,5071.05%+13,507
ITRON INC(ITRI)102,832119,824+16,9929,57610,7690.83%+1,193
DISTRIBUTION SOLUTIONS GRP I(DSGR)043,431+43,43101,1400.09%+1,140
PINNACLE FINL PARTNERS INC(PNFP)012,415+12,41501,0920.08%+1,092
HARMONIC INC(HLIT)0116,424+116,42401,0450.08%+1,045
OUSTER INC(OUST)0969,605+969,605017,8531.38%+17,853
ORION S.A.58,785204,632+145,8473101,3300.10%+1,020
QUAKER HOUGHTON(KWR)8,34017,161+8,8211,1452,1320.17%+987
TETRA TECHNOLOGIES INC DEL(TTI)0111,367+111,36709490.07%+949
DUCOMMUN INC DEL(DCO)6,21112,276+6,0655911,4980.12%+907
TALEN ENERGY CORP(TLN)5863,416+2,8302201,1110.09%+892
CERAGON NETWORKS LTD0398,121+398,12108600.07%+860
LINDBLAD EXPEDITIONS HLDGS I(LIND)947,890837,284-110,60613,68314,5001.12%+817
MONRO INC047,431+47,43107610.06%+761
LANDSTAR SYS INC(LSTR)04,656+4,65607460.06%+746
COVENANT LOGISTICS GROUP INC(CVLG)27,87146,249+18,3786141,2560.10%+641
INFINITY NAT RES INC035,911+35,91106320.05%+632
PENNANT GROUP INC019,988+19,98806090.05%+609
HEARTLAND EXPRESS INC(HTLD)057,783+57,78306010.05%+601
SCOTTS MIRACLE-GRO CO(SMG)09,286+9,28605780.04%+578
HUB GROUP INC(HUBG)015,236+15,23605490.04%+549
HUNTSMAN CORP(HUN)040,772+40,77205430.04%+543
BORR DRILLING LTD(BORR)091,238+91,23805260.04%+526
GRAY MEDIA INC03,616,210+3,616,210015,7351.22%+15,735
LEONARDO DRS INC(DRS)037,295+37,29501,6870.13%+1,687
FREIGHTCAR AMER INC66,310144,516+78,2067341,1520.09%+418
AMERIS BANCORP(ABCB)0263,029+263,029020,5661.59%+20,566
INTEGRA RES CORP0140,551+140,55103840.03%+384
TASEKO MINES LTD(TGB)059,415+59,41503830.03%+383
LIGAND PHARMACEUTICALS INC(LGND)095,456+95,456019,0781.48%+19,078
LUMEN TECHNOLOGIES INC(LUMN)2,376,3542,707,654+331,30018,51518,8661.46%+351
NATIONAL BK HLDGS CORP(NBHC)08,725+8,72503420.03%+342
HALLADOR ENERGY COMPANY019,904+19,90403240.03%+324
VALENS SEMICONDUCTOR LTD0270,802+270,80203060.02%+306
OPERA LTD(OPRA)0544,638+544,63807,7750.60%+7,775
MIDDLESEX WTR CO(MSEX)50,95653,595+2,6392,5692,7900.22%+220
ELECTROVAYA INC027,873+27,87302180.02%+218
QXO INC(QXO)35,32144,678+9,3576958850.07%+190
CARPENTER TECHNOLOGY CORP(CRS)4,5524,021-5311,4551,6090.12%+154
MADRIGAL PHARMACEUTICALS INC(MDGL)2,9023,510+6081,7191,8700.14%+151
CPI AEROSTRUCTURES INC035,567+35,56701390.01%+139
PERELLA WEINBERG PARTNERS(PWP)040,012+40,01207270.06%+727
REDWIRE CORPORATION(RDW)46,09655,452+9,3563504710.04%+121
LUMENTUM HLDGS INC(LITE)5,3302,942-2,3881,9912,0900.16%+100
BUSINESS FIRST BANCSHARES IN(BFST)21,95624,879+2,9235746730.05%+99
ARTIVION INC(AORT)15,87122,204+6,3337248130.06%+89
SILICON MOTION TECHNOLOGY CO(SIMO)4,9704,880-904615480.04%+87
PDF SOLUTIONS INC(PDFS)019,976+19,97606530.05%+653
SPORTRADAR GROUP AG(SRAD)62,93894,087+31,1491,5201,5950.12%+75
BRIGHTVIEW HLDGS INC(BV)0231,579+231,57902,7300.21%+2,730
NPK INTERNATIONAL INC(NPKI)53,07247,883-5,1896336940.05%+61
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