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Merrion Investment Management Co, LLC

Portfolio Manager
Merrion Investment Management Co, LLC
Performance
+2.13% (2026 Q1)
AUM (13F)
$186.07M
# of Holdings
109
Performance Rank
Allocation (Top 20)
63.44%

Merrion Investment Management Co, LLC Holdings Map

Top 50 Merrion Investment Management Co, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GOOG
ALPHABET INC
6.81%44.2K$12.7M
+0.00%(+0)
2025-Q1: 56.7K shares2025-Q2: 56.5K shares2025-Q3: 44.9K shares2025-Q4: 44.2K shares2026-Q1: 44.2K shares
$83.70(+376.72%)
2026-03-31
NVDA
NVIDIA CORPORATION
6.09%64.9K$11.3M
+0.00%(+0)
2025-Q1: 68.5K shares2025-Q2: 65.8K shares2025-Q3: 65.8K shares2025-Q4: 64.9K shares2026-Q1: 64.9K shares
$109.16(+106.88%)
2026-03-31
AAPL
APPLE INC
5.16%37.8K$9.6M
+0.00%(+0)
2025-Q1: 47.7K shares2025-Q2: 37.8K shares2025-Q3: 37.8K shares2025-Q4: 37.8K shares2026-Q1: 37.8K shares
$121.24(+146.52%)
2026-03-31
CCJ
CAMECO CORP
4.73%81.1K$8.8M
-44.94%(-66.20K)
2025-Q1: 211.0K shares2025-Q2: 200.5K shares2025-Q3: 200.5K shares2025-Q4: 147.3K shares2026-Q1: 81.1K shares
$14.73(+683.48%)
2026-03-31
JEF
JEFFERIES FINANCIAL GROUP IN
4.41%198.7K$8.2M
-0.50%(-1.00K)
2025-Q1: 211.6K shares2025-Q2: 207.3K shares2025-Q3: 206.7K shares2025-Q4: 199.7K shares2026-Q1: 198.7K shares
$20.51(+159.98%)
2026-03-31
SATS
ECHOSTAR CORP
4.2%66.7K$7.8M
+34.46%(+17.09K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 49.6K shares2026-Q1: 66.7K shares
$97.75(+36.30%)
2026-03-31
NMM
NAVIOS MARITIME PARTNERS LP
3.17%87.5K$5.9M
+14.63%(+11.16K)
2025-Q1: 60.0K shares2025-Q2: 65.0K shares2025-Q3: 65.3K shares2025-Q4: 76.3K shares2026-Q1: 87.5K shares
$46.05(+54.81%)
2026-03-31
VRT
VERTIV HOLDINGS CO
3.03%22.5K$5.6M
+0.00%(+0)
2025-Q1: 30.0K shares2025-Q2: 30.0K shares2025-Q3: 30.0K shares2025-Q4: 22.5K shares2026-Q1: 22.5K shares
$19.76(+1772.04%)
2026-03-31
GLW
CORNING INC
3.02%41.4K$5.6M
-0.36%(-150)
2025-Q1: 50.5K shares2025-Q2: 50.5K shares2025-Q3: 50.5K shares2025-Q4: 41.5K shares2026-Q1: 41.4K shares
$38.37(+438.25%)
2026-03-31
GS
GOLDMAN SACHS GROUP INC
2.64%5.8K$4.9M
+4.50%(+250)
2025-Q1: 5.5K shares2025-Q2: 5.5K shares2025-Q3: 5.6K shares2025-Q4: 5.6K shares2026-Q1: 5.8K shares
$351.16(+172.08%)
2026-03-31

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