Merrion Investment Management Co, LLC: 13F holdings
CIK 13837822026Q2
| Positions | 106 |
|---|
| Reported value | $211.3m |
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| Filed | 2026-07-13 |
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Change since last quarter
| Positions | 106 (-3 vs prior quarter) |
|---|
| Reported value | $211.3m (+13.6%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOG ALPHABET INC | 44,072 | $15.6m | 7.4% |
| NVDA NVIDIA CORPORATION | 64,925 | $13.0m | 6.1% |
| AAPL APPLE INC | 37,797 | $10.9m | 5.2% |
| GLW CORNING INC | 41,350 | $10.6m | 5.0% |
| CCJ CAMECO CORP | 81,100 | $8.3m | 3.9% |
| GSAT GLOBALSTAR INC | 95,181 | $7.7m | 3.7% |
| VRT VERTIV HOLDINGS CO | 22,500 | $7.5m | 3.6% |
| JEF JEFFERIES FINANCIAL GROUP IN | 147,895 | $7.4m | 3.5% |
| ECHO ECHOSTAR CORP | 66,580 | $6.8m | 3.2% |
| GEV GE VERNOVA INC | 5,402 | $6.3m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1383782")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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