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Penbrook Management LLC

CIK:0001381055
Investment Adviser
$170M AUM
104 holdings
New York, NY, US
Founded:2006
4 employees
Latest filing:Sep 30, 2025

Penbrook Management LLC is an SEC-registered investment adviser headquartered in New York, NY. The firm was founded in 2006 and operates with a small team of approximately 4 employees, all of whom are investing professionals. Penbrook serves institutional and high-net-worth clients, offering discretionary asset management services and investment advice. The firm specializes in managing pooled investment vehicles and separately managed accounts.

Investment Strategy

Penbrook Management LLC employs a long-term, fundamental research-driven investment approach focused on publicly traded equities. The firm manages portfolios with an emphasis on capital appreciation and risk management, seeking undervalued or high-quality growth companies. Penbrook crafts diversified portfolios across sectors and geographies and serves institutional and high-net-worth investors through both separately managed accounts and pooled investment vehicles. Trading and allocation are conducted with a strong adherence to internal research, valuation metrics, and compliance requirements.

Top Buys
P
PLPLANET LABS PBC COM CL A
+$2.0M
A
ALKTALKAMI TECHNOLOGY INC COM
+$1.9M
A
AEHRAEHR TEST SYS COM
+$1.9M
G
GOOGLALPHABET INC CAP STK CL A
+$1.5M
C
CURICURIOSITYSTREAM INC COM CL A
+$1.4M
Top Sells
N
NVONOVO-NORDISK A S ADR
-$4.2M
C
COOPMR COOPER GROUP INC
-$1.9M
T
TRITHOMSON REUTERS CORP COM
-$1.1M
N
NVGSNAVIGATOR HLDGS LTD SHS
-$713.2K
N
NUNU HLDGS LTD ORD SHS CL A
-$686.9K

Top Holdings

N
NVONOVO-NORDISK A S ADR
+12.1%$17.3M
M
MSFTMICROSOFT CORP COM
+8.8%$12.6M
A
AMZNAMAZON COM INC COM
+7.9%$11.4M
M
MCOMOODYS CORP COM
+4.5%$6.5M
G
GOOGLALPHABET INC CAP STK CL A
+3.9%$5.6M

Equity Positions (100)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVO
NOVO-NORDISK A S ADR12.07%$17.3M311,600$29.00$55.49-$4.2M
M
MSFT
MICROSOFT CORP COM8.79%$12.6M24,305$90.23$517.95+$163.5K
A
AMZN
AMAZON COM INC COM7.93%$11.4M51,740$71.70$219.57+$93.8K
M
MCO
MOODYS CORP COM4.54%$6.5M13,650$165.96$476.48-$342.8K
G
GOOGL
ALPHABET INC CAP STK CL A3.93%$5.6M23,170$54.64$243.10+$1.5M

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+14.3%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+13.0%
SERVICES-PREPACKAGED SOFTWARE
+11.3%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+7.9%
SERVICES-CONSUMER CREDIT REPORTING, COLLECTION AGENCIES
+4.5%