Penn Capital Management Company, LLC

Position in YORW — York Water Co

CIK 1158202 PHILADELPHIA, PA

Position in YORW

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$2,997,447

+$279,146 QoQ

Shares Held

97,796

+9.5% QoQ

Ownership

0.603%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#22

of 168 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Penn Capital Management Company, LLC holds $7,330,572 across 3 Utilities - Regulated Water names. YORW ranks #2 (40.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSEX	Middlesex Water Co	54,308	$3,049,937
2	YORW	York Water Co This page	97,796	$2,997,447
3	GWRS	Global Water Resources, Inc.	177,236	$1,283,188

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,997,447	97,796	+9.5%	Shares	Sole	2026-07-30
2026-03-31	$2,718,301	89,271	-0.1%	Shares	Sole	2026-05-07
2025-12-31	$2,846,050	89,386	-5.5%	Shares	Sole	2026-02-09
2025-09-30	$2,878,097	94,612	+59.9%	Shares	Sole	2025-11-24
2025-06-30	$1,869,614	59,165	+43.0%	Shares	Sole	2025-08-14
2025-03-31	$1,435,197	41,384	-71.5%	Shares	Sole	2025-05-14
2024-12-31	$4,748,719	145,132	+5.3%	Shares	Sole	2025-02-14
2024-09-30	$5,161,950	137,799	+19.7%	Shares	Sole	2024-11-14
2024-06-30	$4,269,355	115,108	+82.9%	Shares	Sole	2024-08-13
2024-03-31	$2,282,906	62,942	+18.0%	Shares	Sole	2024-05-15
2023-12-31	$2,060,724	53,359	+27.9%	Shares	Sole	2024-02-14
2023-09-30	$1,564,157	41,722	+16.0%	Shares	Sole	2023-11-15
2023-06-30	$1,484,977	35,982	-7.2%	Shares	Sole	2023-08-14
2023-03-31	$1,732,437	38,757	-46.9%	Shares	Sole	2023-05-16
2022-12-31	$3,283,899	73,008	-31.8%	Shares	Sole	2023-02-14
2022-09-30	$4,116,122	107,107	+3.4%	Shares	Sole	2022-12-09
2022-06-30	$4,187,941	103,585	+82.1%	Shares	Sole	2022-08-15
2022-03-31	$2,558,253	56,888	+652.0%	Shares	Sole	2022-05-17
2021-12-31	$376,585	7,565	0.0%	Shares	Sole	2022-02-17
2021-09-30	$330,439	7,565	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.