Penbrook Management LLC Diversified Active

Location: New York, NY

CIK: 0001381055 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 28, 2020

Total Value: $102M (100.0% shares, 0.0% debt)

Holdings (103)

MSFT MICROSOFT CORP 8.3%
Value $8.457M Shares 41,556 Est. Cost $31.30 Unrealized +452.9%
NVO NOVO NORDISK A.S. ADR FORMERLY 8.1%
Value $8.273M Shares 126,350 Est. Cost $72.38 Unrealized
AMZN AMAZON COM INC 6.9%
Value $7.035M Shares 2,550 Est. Cost $26.97 Unrealized +347.9%
MCO MOODYS CORP 3.6%
Value $3.709M Shares 13,500 Est. Cost $66.48 Unrealized +264.6%
CRNC CERENCE INC 3.5%
Value $3.569M Shares 87,406 Est. Cost $16.42 Unrealized +74.9%
MESOBLAST LTD SPONSORED ADR IS 2.5%
Value $2.591M Shares 227,500 Est. Cost $5.64 Unrealized
GOOG ALPHABET INC CAP STK CL C 2.1%
Value $2.136M Shares 1,511 Est. Cost $31.64 Unrealized +111.7%
THOMSON REUTERS CORP REGISTERE 2.1%
Value $2.086M Shares 30,694 Est. Cost $48.27 Unrealized
GOOGL ALPHABET INC CL A 2.0%
Value $2.035M Shares 1,435 Est. Cost $32.00 Unrealized +109.1%
ACLS AXCELIS TECHNOLOGIES INC 2.0%
Value $1.994M Shares 71,600 Est. Cost $10.72 Unrealized +127.4%
CYBEROPTICS CORP 1.7%
Value $1.765M Shares 54,800 Est. Cost $9.96 Unrealized
AZTA BROOKS AUTOMATION INC 1.7%
Value $1.692M Shares 38,235 Est. Cost $36.33 Unrealized +4.3%
CYRX CRYOPORT INC 1.6%
Value $1.661M Shares 54,920 Est. Cost $9.43 Unrealized +135.9%
AAPL APPLE INC 1.6%
Value $1.608M Shares 4,409 Est. Cost $24.09 Unrealized +211.7%
VZ VERIZON COMMUNICATIONS INC 1.6%
Value $1.607M Shares 29,149 Est. Cost $27.67 Unrealized +47.3%
CHGG CHEGG INC 1.5%
Value $1.547M Shares 22,995 Est. Cost $5.41 Unrealized +887.8%
SONY SONY CORP ADR AMERN SH NEW 1.5%
Value $1.521M Shares 22,000 Est. Cost $19.92 Unrealized
FNF FIDELITY NATL FINL INC NEW FNF 1.4%
Value $1.458M Shares 47,569 Est. Cost $12.52 Unrealized +69.6%
SPY SPDR S&P 500 ETF TR TR UNIT 1.3%
Value $1.35M Shares 4,379 Est. Cost $198.69 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 1.3%
Value $1.318M Shares 5,324 Est. Cost $185.79 Unrealized
NUANCE COMMUNICATIONS INC 1.3%
Value $1.313M Shares 51,890 Est. Cost $17.17 Unrealized
PTON PELOTON INTERACTIVE INC CL A C 1.3%
Value $1.302M Shares 22,545 Est. Cost $26.94 Unrealized +53.6%
BX BLACKSTONE GROUP INC 1.3%
Value $1.281M Shares 22,600 Est. Cost $31.77 Unrealized +36.8%
ORION ENERGY SYS INC 1.2%
Value $1.225M Shares 353,960 Est. Cost $0.72 Unrealized
ASPU ASPEN GROUP INC 1.2%
Value $1.183M Shares 130,810 Est. Cost $6.65 Unrealized +23.6%
ADP AUTOMATIC DATA PROCESSING INC 1.1%
Value $1.136M Shares 7,628 Est. Cost $52.15 Unrealized +143.5%
CSCO CISCO SYSTEMS INC 1.1%
Value $1.096M Shares 23,500 Est. Cost $16.13 Unrealized +129.4%
NUVEEN NEW YORK MUNICIPAL VALU 1.0%
Value $1.067M Shares 110,000 Est. Cost $9.10 Unrealized
DAIO DATA I O CORP 1.0%
Value $1.04M Shares 307,610 Est. Cost $2.87 Unrealized +9.2%
FISV FISERV INC 1.0%
Value $983K Shares 10,068 Est. Cost $48.65 Unrealized +107.0%
USAC USA COMPRESSION PARTNERS LP CO 0.9%
Value $961K Shares 88,525 Est. Cost $14.80 Unrealized
SA SEABRIDGE GOLD INC 0.9%
Value $887K Shares 50,580 Est. Cost $10.51 Unrealized +34.6%
BLACK KNIGHT INC 0.9%
Value $865K Shares 11,918 Est. Cost $44.13 Unrealized
BPOP POPULAR INC 0.8%
Value $860K Shares 23,145 Est. Cost $20.62 Unrealized +52.6%
KOPN KOPIN CORP 0.8%
Value $838K Shares 630,130 Est. Cost $1.96 Unrealized -57.3%
INVE IDENTIV INC 0.8%
Value $783K Shares 153,577 Est. Cost $4.56 Unrealized -13.3%
POWI POWER INTEGRATIONS INC 0.8%
Value $780K Shares 6,600 Est. Cost $24.06 Unrealized +106.0%
HMS HLDGS CORP 0.8%
Value $768K Shares 23,700 Est. Cost $8.87 Unrealized
CVS CVS HEALTH CORP 0.7%
Value $759K Shares 11,680 Est. Cost $44.59 Unrealized +18.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 0.7%
Value $759K Shares 4,250 Est. Cost $117.40 Unrealized +55.5%
BLFS BIOLIFE SOLUTIONS INC 0.7%
Value $752K Shares 45,995 Est. Cost $15.92 Unrealized -13.4%
CHEMBIO DIAGNOSTICS INC 0.7%
Value $722K Shares 222,220 Est. Cost $5.05 Unrealized
SYF SYNCHRONY FINL 0.7%
Value $690K Shares 31,150 Est. Cost $27.43 Unrealized -38.0%
NVGS NAVIGATOR HLDGS LTD SHS ISIN#M 0.7%
Value $671K Shares 104,350 Est. Cost $12.66 Unrealized -52.1%
ABBV ABBVIE INC 0.7%
Value $667K Shares 6,794 Est. Cost $47.80 Unrealized +47.5%
VICR VICOR CORP 0.6%
Value $648K Shares 9,000 Est. Cost $56.15 Unrealized 0.0%
INTEVAC INC 0.6%
Value $634K Shares 116,120 Est. Cost $4.09 Unrealized
BDX BECTON DICKINSON & CO 0.6%
Value $625K Shares 2,614 Est. Cost $98.33 Unrealized +124.0%
IMMR IMMERSION 0.6%
Value $610K Shares 98,020 Est. Cost $9.17 Unrealized -29.6%
2U INC 0.6%
Value $607K Shares 15,980 Est. Cost $29.76 Unrealized
PLAB PHOTRONICS INC 0.6%
Value $597K Shares 53,600 Est. Cost $9.13 Unrealized +25.7%
XPEL XPEL INC 0.6%
Value $597K Shares 38,140 Est. Cost $13.58 Unrealized +0.7%
NVS NOVARTIS AG SPONSORED ADR 0.6%
Value $590K Shares 6,760 Est. Cost $83.06 Unrealized
FAF FIRST AMERN FINL CORP 0.6%
Value $583K Shares 12,150 Est. Cost $17.60 Unrealized +120.5%
RSP INVESCO EXCHANGE-TRADED FD TR 0.5%
Value $559K Shares 5,490 Est. Cost $101.84 Unrealized
STNG SCORPIO TANKERS INC REGISTERED 0.5%
Value $556K Shares 43,400 Est. Cost $33.63 Unrealized
CRESTWOOD EQUITY PARTNERS LP U 0.5%
Value $544K Shares 41,500 Est. Cost $25.80 Unrealized
IBB ISHARES TR NASDAQ BIOTECHNOLOG 0.5%
Value $533K Shares 3,900 Est. Cost $143.44 Unrealized
TCEHY TENCENT HLDGS LTD ADR ISIN#US8 0.5%
Value $518K Shares 8,100 Est. Cost $63.95 Unrealized
PUTNAM MASTER INTER INCOME TRU 0.5%
Value $514K Shares 125,889 Est. Cost $4.99 Unrealized
HESM HESS MIDSTREAM LP CL A SHS 0.5%
Value $498K Shares 27,230 Est. Cost $12.41 Unrealized -15.5%
FIX COMFORT SYS USA INC 0.5%
Value $497K Shares 12,195 Est. Cost $46.97 Unrealized -26.5%
TRGP TARGA RES CORP 0.5%
Value $485K Shares 24,173 Est. Cost $37.21 Unrealized -63.9%
ROYAL DUTCH SHELL PLC SPONSORE 0.5%
Value $461K Shares 14,100 Est. Cost $50.51 Unrealized
WMB WILLIAMS COS INC 0.5%
Value $461K Shares 24,230 Est. Cost $18.39 Unrealized -25.0%
FBP FIRST BANCORP P R 0.4%
Value $456K Shares 81,600 Est. Cost $4.59 Unrealized -1.0%
META FACEBOOK INC CL A 0.4%
Value $431K Shares 1,900 Est. Cost $73.52 Unrealized +182.0%
PCTEL INC 0.4%
Value $430K Shares 64,425 Est. Cost $7.37 Unrealized
EATON VANCE TAX ADVANTAGED DIV 0.4%
Value $418K Shares 21,739 Est. Cost $19.02 Unrealized
ONCOCYTE CORP 0.4%
Value $412K Shares 215,625 Est. Cost $2.29 Unrealized
OKE ONEOK INC NEW 0.4%
Value $400K Shares 12,035 Est. Cost $21.56 Unrealized +5.2%
FITBIT INC CL A 0.4%
Value $393K Shares 60,850 Est. Cost $9.35 Unrealized
IDXG INTERPACE BIOSCIENCES INC 0.4%
Value $389K Shares 83,700 Est. Cost $4.65 Unrealized
EMR EMERSON ELEC CO 0.4%
Value $378K Shares 6,100 Est. Cost $46.04 Unrealized +9.2%
DBI DESIGNER BRANDS INC CL A 0.4%
Value $365K Shares 53,860 Est. Cost $16.66 Unrealized -67.6%
INVESCO MUN TR 0.3%
Value $353K Shares 30,000 Est. Cost $11.97 Unrealized
ABT ABBOTT LABS 0.3%
Value $351K Shares 3,840 Est. Cost $48.12 Unrealized +70.3%
XNYVX NUVEEN NEW YORK MUN VALUE FD 2 0.3%
Value $341K Shares 25,000 Est. Cost $13.69 Unrealized
BBSI BARRETT BUSINESS SERVICES INC 0.3%
Value $335K Shares 6,300 Est. Cost $9.48 Unrealized +13.2%
PRETIUM RES INC 0.3%
Value $318K Shares 37,900 Est. Cost $11.21 Unrealized
BMC STK HLDGS INC 0.3%
Value $317K Shares 12,600 Est. Cost $19.56 Unrealized
LANDMARK INFRASTRUCTURE PARTNE 0.3%
Value $315K Shares 31,830 Est. Cost $15.88 Unrealized
VET VERMILION ENERGY INC 0.3%
Value $313K Shares 70,650 Est. Cost $21.34 Unrealized -77.9%
MFS INTERNEDIATE INCOME TRUST 0.3%
Value $304K Shares 82,229 Est. Cost $5.14 Unrealized
NUVEEN MUNICIPAL VALUE FUND IN 0.3%
Value $270K Shares 26,500 Est. Cost $10.53 Unrealized
WLY WILEY JOHN & SONS INC CL A 0.2%
Value $242K Shares 6,200 Est. Cost $35.69 Unrealized -11.8%
GIS GENERAL MILLS INC 0.2%
Value $237K Shares 3,840 Est. Cost $41.22 Unrealized +21.0%
GRAFTECH INTL LTD 0.2%
Value $231K Shares 28,900 Est. Cost $18.57 Unrealized
SINCLAIR BROADCAST GROUP INC C 0.2%
Value $227K Shares 12,300 Est. Cost $32.15 Unrealized
EASTSIDE DISTILLING INC 0.2%
Value $226K Shares 156,020 Est. Cost $4.48 Unrealized
GEO GEO GROUP INC NEW 0.2%
Value $224K Shares 18,950 Est. Cost $14.66 Unrealized -25.1%
GLP GLOBAL PARTNERS LP 0.2%
Value $216K Shares 22,080 Est. Cost $28.79 Unrealized
BLACKROCK MUNI INCOME INVESTME 0.2%
Value $204K Shares 15,000 Est. Cost $14.33 Unrealized
STKS THE ONE GROUP HOSPITALITY INC 0.2%
Value $159K Shares 97,705 Est. Cost $3.53 Unrealized
ARCC ARES CAP CORP 0.2%
Value $154K Shares 10,640 Est. Cost $7.90 Unrealized 0.0%
CASTLIGHT HEALTH INC CL B 0.1%
Value $80,000 Shares 96,750 Est. Cost $4.19 Unrealized
AM ANTERO MIDSTREAM CORP 0.1%
Value $51,000 Shares 10,000 Est. Cost $2.62 Unrealized 0.0%
AMERICAN BIO MEDICA INC 0.0%
Value $44,000 Shares 41,500 Est. Cost $1.06 Unrealized
Maverix Metals Inc ISIN # Ca57 0.0%
Value $44,000 Shares 10,000 Est. Cost $5.10 Unrealized
ABERDEEN ASIA-PACIFIC INCOME F 0.0%
Value $40,000 Shares 10,600 Est. Cost $5.77 Unrealized
A H BELO CORP 0.0%
Value $39,000 Shares 22,675 Est. Cost $4.91 Unrealized
CRESCENT PT ENERGY CORP 0.0%
Value $21,000 Shares 12,750 Est. Cost $23.25 Unrealized
BTE BAYTEX ENERGY CORP 0.0%
Value $19,000 Shares 37,930 Est. Cost $9.66 Unrealized -96.5%