Penn Capital Management Company, LLC
Position in OPY — Oppenheimer Holdings Inc
CIK 1158202
PHILADELPHIA, PA
Position in OPY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$662,369
+$51,864 QoQ
Shares Held
6,276
-8.3% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#65
of 120 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OPY Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Penn Capital Management Company, LLC holds $14,921,252 across 3 Capital Markets names. OPY ranks #2 (4.4% of the industry book) .
All Filings in OPY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $662,369 | 6,276 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $610,505 | 6,845 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $625,959 | 8,659 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $639,986 | 8,659 | Shares | Sole | 2025-11-24 | |
| No filing history on record for this holder in this stock. | ||||||