PENN CAPITAL MANAGEMENT COMPANY, LLC

PrivateCIK: 1158202
Location

PHILADELPHIA, PA

172
Positions
$1.29B
Total AUM (reported)
59.15M
Total Shares

Allocation by class

TOTAL AUM$1.29B172 positions
COM$732.37M56.8%
COM NEW$71.65M5.6%
CL A$68.13M5.3%
COMMON STOCK$66.36M5.1%
COM CL A$46.70M3.6%
ORD SHS$41.30M3.2%
COM SHS$34.98M2.7%

Portfolio Concentration

Top 35.5%4–1011.7%11–2521.4%Rest61.4%TOP 1017.2%0%100%
Top 3$71.13M5.5%
4–10$150.41M11.7%
11–25$276.00M21.4%
Rest$792.87M61.4%

Top 3 weight

5.5%

Top 10 weight

17.2%

Voting Authority Distribution

Total shares with voting rights: 59.15M

Sole

Full voting authority

59.15M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole172
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings172
Rows:

MIRUM PHARMACEUTICALS INC

SOLE
COM
Shares256.77K
TypeSH
Market value$23.78M
1.84%
Sole
256.77K
Shared
0.00
None
0.00

CAESARS ENTERTAINMENT INC NE

SOLE
COM
Shares895.54K
TypeSH
Market value$23.73M
1.84%
Sole
895.54K
Shared
0.00
None
0.00

GULFPORT ENERGY CORP

SOLE
COMMON SHARES
Shares111.41K
TypeSH
Market value$23.62M
1.83%
Sole
111.41K
Shared
0.00
None
0.00

WEATHERFORD INTL PLC

SOLE
ORD SHS
Shares238.03K
TypeSH
Market value$22.57M
1.75%
Sole
238.03K
Shared
0.00
None
0.00

SELECT WATER SOLUTIONS INC

SOLE
CL A COM
Shares1.46M
TypeSH
Market value$22.37M
1.73%
Sole
1.46M
Shared
0.00
None
0.00

CHEMOURS CO

SOLE
COM
Shares981.37K
TypeSH
Market value$21.67M
1.68%
Sole
981.37K
Shared
0.00
None
0.00

BANC OF CALIFORNIA INC

SOLE
COM
Shares1.21M
TypeSH
Market value$21.37M
1.66%
Sole
1.21M
Shared
0.00
None
0.00

TRANSOCEAN LTD

SOLE
REGISTERED SHS
Shares3.15M
TypeSH
Market value$20.96M
1.62%
Sole
3.15M
Shared
0.00
None
0.00

CONSTELLIUM SE

SOLE
CL A SHS
Shares844.93K
TypeSH
Market value$20.81M
1.61%
Sole
844.93K
Shared
0.00
None
0.00

DIME CMNTY BANCSHARES INC

SOLE
COM
Shares609.49K
TypeSH
Market value$20.66M
1.60%
Sole
609.49K
Shared
0.00
None
0.00

AMERIS BANCORP

SOLE
COM
Shares263.03K
TypeSH
Market value$20.57M
1.59%
Sole
263.03K
Shared
0.00
None
0.00

LEGENCE CORP

SOLE
CL A
Shares356.31K
TypeSH
Market value$20.16M
1.56%
Sole
356.31K
Shared
0.00
None
0.00

RXO INC

SOLE
COMMON STOCK
Shares1.35M
TypeSH
Market value$19.75M
1.53%
Sole
1.35M
Shared
0.00
None
0.00

LIGAND PHARMACEUTICALS INC

SOLE
COM NEW
Shares95.46K
TypeSH
Market value$19.08M
1.48%
Sole
95.46K
Shared
0.00
None
0.00

LUMEN TECHNOLOGIES INC

SOLE
COM
Shares2.71M
TypeSH
Market value$18.87M
1.46%
Sole
2.71M
Shared
0.00
None
0.00

CALIX INC

SOLE
COM
Shares378.56K
TypeSH
Market value$18.59M
1.44%
Sole
378.56K
Shared
0.00
None
0.00

SSR MINING IN

SOLE
COM
Shares616.61K
TypeSH
Market value$18.16M
1.41%
Sole
616.61K
Shared
0.00
None
0.00

AMENTUM HOLDINGS INC

SOLE
COM
Shares694.35K
TypeSH
Market value$18.15M
1.41%
Sole
694.35K
Shared
0.00
None
0.00

GATES INDL CORP PLC

SOLE
ORD SHS
Shares799.27K
TypeSH
Market value$18.12M
1.40%
Sole
799.27K
Shared
0.00
None
0.00

TG THERAPEUTICS INC

SOLE
COM
Shares541.96K
TypeSH
Market value$18.05M
1.40%
Sole
541.96K
Shared
0.00
None
0.00

CELANESE CORP DEL

SOLE
COM
Shares271K
TypeSH
Market value$17.86M
1.38%
Sole
271K
Shared
0.00
None
0.00

OUSTER INC

SOLE
COM NEW
Shares969.61K
TypeSH
Market value$17.85M
1.38%
Sole
969.61K
Shared
0.00
None
0.00

NEWMARK GROUP INC

SOLE
CL A
Shares1.15M
TypeSH
Market value$17.35M
1.34%
Sole
1.15M
Shared
0.00
None
0.00

PENN ENTERTAINMENT INC

SOLE
COM
Shares1.12M
TypeSH
Market value$16.83M
1.30%
Sole
1.12M
Shared
0.00
None
0.00

FB FINL CORP

SOLE
COM
Shares319.60K
TypeSH
Market value$16.62M
1.29%
Sole
319.60K
Shared
0.00
None
0.00
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