Penbrook Management LLC — 13F Holdings

2026 Q2  ·  106 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Penbrook Management LLC maintained a portfolio of 106 distinct positions. The most significant new addition was SEABRIDGE GOLD INC, now representing 1.82% of the total fund value. They heavily accumulated shares in CRYOPORT INC COM PAR $0.001, increasing the position by 9.1%. Conversely, Penbrook Management LLC completely exited their position in SEABRIDGE GOLD INC COM.
Position History hover any row below to update
Loading…
Penbrook Management LLC Greenwich, CT Investment Manager AUM $157M
PCA Score Concentration Risk
Risk ENB
Total Positions
106
Quarter
2026 Q2
Top Holding
NVO (9.7%)
Top 10 Concentration
45.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 106

Penbrook Management LLC Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
NVO
NOVO-NORDISK A ...
Healthcare 9.67% 8.80% #1
Prev: #1
6.9
no change no change
P
S
316,200 $15,158,628 2011 Q4 13F Filing 2026-06-30 2026-07-23
AMZN
AMAZON COM INC
Consumer Cyclical 7.87% 8.16% #2
Prev: #2
5.6
no change no change
P
S
51,760 $12,336,478 2011 Q4 13F Filing 2026-06-30 2026-07-23
GOOGL
ALPHABET INC CA...
Communication Services 5.28% 5.05% #3 1
Prev: #4
4.1
no change no change
P
S
23,170 $8,280,262 2015 Q3 13F Filing 2026-06-30 2026-07-23
MSFT
MICROSOFT CORP
Technology 5.22% 6.24% #4 1
Prev: #3
3.1
-325 -1.5%
P
S
21,920 $8,176,598 2007 Q4 13F Filing 2026-06-30 2026-07-23
GOOG
ALPHABET INC CA...
Communication Services 5.08% 4.90% #5
Prev: #5
3.5
no change no change
P
S
22,554 $7,969,004 2011 Q4 13F Filing 2026-06-30 2026-07-23
MCO
MOODYS CORP
Financial Services 3.93% 4.49% #6
Prev: #6
2.6
no change no change
P
S
13,600 $6,159,712 2011 Q4 13F Filing 2026-06-30 2026-07-23
ELVA
ELECTROVAYA INC
Industrials 2.19% 1.74% #7 7
Prev: #14
2.9
30,875 10.5%
P
S
326,231 $3,428,818 2024 Q4 13F Filing 2026-06-30 2026-07-23
CYRX
CRYOPORT INC CO...
Industrials 2.03% 1.16% #8 14
Prev: #22
2.8
16,900 9.1%
P
S
202,675 $3,181,997 2018 Q1 13F Filing 2026-06-30 2026-07-23
VMD
VIEMED HEALTHCA...
Healthcare 2.02% 1.90% #9 4
Prev: #13
1.3
4,780 1.8%
P
S
277,178 $3,159,829 2023 Q1 13F Filing 2026-06-30 2026-07-23
MRVL
MARVELL TECHNOL...
Technology 1.85% 0.73% #10 32
Prev: #42
1.7
no change no change
P
S
9,730 $2,898,469 2020 Q4 13F Filing 2026-06-30 2026-07-23
PLAB
PHOTRONICS INC
Technology 1.85% 2.96% #11 4
Prev: #7
1.2
-7,675 -7.9%
P
S
89,055 $2,896,959 2017 Q4 13F Filing 2026-06-30 2026-07-23
N/A
SEABRIDGE GOLD ...
Unknown 1.82% #12
Prev: #—
4.2
110,915
NEW
110,915 $2,854,952 13F Filing 2026-06-30 2026-07-23
EXTR
EXTREME NETWORK...
Technology 1.73% 0.95% #13 18
Prev: #31
1.2
500 0.6%
P
S
84,025 $2,719,889 2026 Q1 13F Filing 2026-06-30 2026-07-23
PL
PLANET LABS PBC...
Industrials 1.73% 2.24% #14 6
Prev: #8
0.7
-24,053 -22.7%
P
S
81,817 $2,710,597 2023 Q2 13F Filing 2026-06-30 2026-07-23
PRTA
PROTHENA CORP P...
Healthcare 1.70% 2.00% #15 3
Prev: #12
1.7
no change no change
P
S
271,720 $2,660,138 2026 Q1 13F Filing 2026-06-30 2026-07-23
ALKT
ALKAMI TECHNOLO...
Technology 1.62% 1.52% #16 1
Prev: #17
2.6
12,900 10.1%
P
S
140,585 $2,547,400 2023 Q3 13F Filing 2026-06-30 2026-07-23
ALLT
ALLOT LTD SHS
Technology 1.55% #17
Prev: #—
4.1
275,295
NEW
275,295 $2,436,360 2026 Q2 13F Filing 2026-06-30 2026-07-23
CSCO
CISCO SYS INC
Technology 1.37% 1.08% #18 7
Prev: #25
1.5
no change no change
P
S
18,350 $2,155,391 2011 Q4 13F Filing 2026-06-30 2026-07-23
BX
BLACKSTONE INC
Financial Services 1.36% 1.58% #19 3
Prev: #16
1.5
no change no change
P
S
18,150 $2,135,710 2011 Q4 13F Filing 2026-06-30 2026-07-23
MGNI
MAGNITE INC
Communication Services 1.36% 1.01% #20 9
Prev: #29
1.0
-150 -0.1%
P
S
112,040 $2,126,519 2024 Q3 13F Filing 2026-06-30 2026-07-23
ACLS
AXCELIS TECHNOL...
Technology 1.32% 0.85% #21 13
Prev: #34
1.0
-1,200 -9.9%
P
S
10,895 $2,064,057 2011 Q4 13F Filing 2026-06-30 2026-07-23
CURI
CURIOSITYSTREAM...
Communication Services 1.30% 1.51% #22 4
Prev: #18
2.5
89,650 13.3%
P
S
764,800 $2,034,368 2024 Q4 13F Filing 2026-06-30 2026-07-23
N/A
THOMSON REUTERS...
Unknown 1.27% #23
Prev: #—
4.0
24,381
NEW
24,381 $1,990,822 13F Filing 2026-06-30 2026-07-23
NNY
NUVEEN N Y MUN ...
Financial Services 1.19% 1.35% #24 5
Prev: #19
1.5
no change no change
P
S
213,727 $1,867,973 2011 Q4 13F Filing 2026-06-30 2026-07-23
VET
VERMILION ENERG...
Energy 1.18% 2.06% #25 14
Prev: #11
1.5
no change no change
P
S
197,825 $1,850,514 2017 Q4 13F Filing 2026-06-30 2026-07-23
TRGP
TARGA RES CORP
Energy 1.18% 1.31% #26 6
Prev: #20
1.5
no change no change
P
S
6,892 $1,848,020 2013 Q4 13F Filing 2026-06-30 2026-07-23
BRK/B
BERKSHIRE HATHA...
Financial Services 1.05% 1.20% #27 6
Prev: #21
0.9
-10 -0.3%
P
S
3,290 $1,646,283 2011 Q4 13F Filing 2026-06-30 2026-07-23
BTE
BAYTEX ENERGY C...
Energy 1.02% #28
Prev: #—
3.9
399,350
NEW
399,350 $1,597,400 2013 Q4 13F Filing 2026-06-30 2026-07-23
ET
ENERGY TRANSFER...
Energy 0.91% 1.09% #29 5
Prev: #24
1.4
no change no change
P
S
74,489 $1,424,229 2020 Q4 13F Filing 2026-06-30 2026-07-23
WMB
WILLIAMS COS IN...
Energy 0.91% 1.05% #30 3
Prev: #27
1.4
no change no change
P
S
19,130 $1,422,124 2013 Q4 13F Filing 2026-06-30 2026-07-23
ADP
AUTOMATIC DATA ...
Technology 0.90% 0.97% #31 1
Prev: #30
1.4
no change no change
P
S
6,300 $1,410,885 2011 Q4 13F Filing 2026-06-30 2026-07-23
DAIO
DATA I O CORP
Technology 0.89% 0.68% #32 12
Prev: #44
0.9
-1,000 -0.3%
P
S
355,850 $1,402,049 2007 Q4 13F Filing 2026-06-30 2026-07-23
SONY
SONY GROUP CORP...
Technology 0.88% 1.07% #33 7
Prev: #26
1.4
no change no change
P
S
68,500 $1,374,110 2013 Q4 13F Filing 2026-06-30 2026-07-23
ABBV
ABBVIE INC
Healthcare 0.83% 0.85% #34 1
Prev: #35
0.8
-18 -0.3%
P
S
5,152 $1,296,449 2013 Q4 13F Filing 2026-06-30 2026-07-23
VZ
VERIZON COMMUNI...
Communication Services 0.82% 1.14% #35 12
Prev: #23
0.8
525 1.8%
P
S
30,424 $1,288,152 2011 Q4 13F Filing 2026-06-30 2026-07-23
ABNB
AIRBNB INC COM ...
Consumer Cyclical 0.82% 0.86% #36 3
Prev: #33
1.3
no change no change
P
S
8,950 $1,280,745 2022 Q2 13F Filing 2026-06-30 2026-07-23
SPY
STATE STREET SP...
ETF 0.76% 0.79% #37
Prev: #37
1.3
no change no change
P
S
1,605 $1,198,565 2014 Q2 13F Filing 2026-06-30 2026-07-23
MESO
MESOBLAST LTD S...
Healthcare 0.75% 1.01% #38 10
Prev: #28
1.3
no change no change
P
S
87,075 $1,178,124 2023 Q4 13F Filing 2026-06-30 2026-07-23
HESM
HESS MIDSTREAM ...
Energy 0.72% 0.88% #39 7
Prev: #32
1.3
no change no change
P
S
30,055 $1,130,068 2019 Q4 13F Filing 2026-06-30 2026-07-23
BLFS
BIOLIFE SOLUTIO...
Healthcare 0.72% 0.33% #40 22
Prev: #62
3.3
16,550 71.5%
P
S
39,705 $1,121,269 2019 Q2 13F Filing 2026-06-30 2026-07-23
DV
DOUBLEVERIFY HL...
Communication Services 0.71% 0.74% #41 2
Prev: #39
0.8
-250 -0.2%
P
S
102,660 $1,112,834 2025 Q4 13F Filing 2026-06-30 2026-07-23
USAC
USA COMPRESSION...
Energy 0.69% 0.84% #42 6
Prev: #36
1.3
no change no change
P
S
41,038 $1,082,992 2019 Q2 13F Filing 2026-06-30 2026-07-23
NPKI
NPK INTERNATION...
Energy 0.69% 0.74% #43 3
Prev: #40
0.8
575 0.9%
P
S
67,825 $1,079,095 2023 Q4 13F Filing 2026-06-30 2026-07-23
NVDA
NVIDIA CORPORAT...
Technology 0.68% 0.69% #44 1
Prev: #43
0.8
100 1.9%
P
S
5,323 $1,065,079 2025 Q1 13F Filing 2026-06-30 2026-07-23
OKE
ONEOK INC
Energy 0.63% 0.77% #45 7
Prev: #38
1.3
no change no change
P
S
11,310 $983,291 2013 Q4 13F Filing 2026-06-30 2026-07-23
META
META PLATFORMS ...
Communication Services 0.61% 0.74% #46 5
Prev: #41
1.2
no change no change
P
S
1,700 $957,593 2014 Q3 13F Filing 2026-06-30 2026-07-23
KLIC
KULICKE & SOFFA...
Technology 0.61% 0.35% #47 14
Prev: #61
1.2
no change no change
P
S
7,100 $949,696 2013 Q4 13F Filing 2026-06-30 2026-07-23
PAR
PAR TECHNOLOGY ...
Technology 0.60% 0.36% #48 11
Prev: #59
3.2
17,985 50.3%
P
S
53,760 $936,499 2024 Q2 13F Filing 2026-06-30 2026-07-23
BPOP
POPULAR INC COM...
Financial Services 0.56% 0.56% #49 1
Prev: #50
0.7
-200 -3.6%
P
S
5,300 $870,154 2013 Q4 13F Filing 2026-06-30 2026-07-23
NVS
NOVARTIS AG SPO...
Healthcare 0.55% 0.64% #50 4
Prev: #46
1.2
no change no change
P
S
5,540 $868,228 2013 Q4 13F Filing 2026-06-30 2026-07-23
Showing 1-50 of 106 holdings

Unlock Full Penbrook Management LLC Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics
Full history →