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Penguin Solutions, Inc.

1 letter discussing PENG. Everything written about it on this site is on its ticker page.

Royce Investment Partners Royce Small-Cap Opportunity Fund Manager Commentary Royce Small-Cap Opportunity Fund realized gains in Applied Optoelectronics and Penguin Solutions after they reached valuation targets, while exiting Kyndryl and EPAM after governance concerns and slower-growth outlooks. The portfolio is reallocating AI-infrastructure gains toward cyclicals, North American energy, cybersecurity, and niche software valuations. year-to-date period ended 6/30/26 +33.9% AAOI $11BAORT $1.3BCOHU $2.6BEPAM $5.7B