Institutions / Merrion Investment Management Co, LLC

Merrion Investment Management Co, LLC

CIK 1383782 · Institution · as of Mar 31, 2026
Portfolio value
$186.07M
Positions
109
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$186.07M+0.2%
$186.07M$185.87M$185.67MQ4 '25Q1 '26

Positions

109-3.5%
113111109Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 109 →
CompanyClassValueShares% of portfolio
Alphabet Inc.$12.67M44,1726.8%
NVIDIA Corp$11.32M64,9256.1%
Apple Inc.$9.59M37,7975.2%
Cameco Corp$8.81M81,1004.7%
Jefferies Financial Group Inc.$8.20M198,6954.4%
EchoStar CORP$7.81M66,7054.2%
Navios Maritime Partners LP$5.90M87,4653.2%
Vertiv Holdings Co$5.64M22,5003.0%
Corning Inc /Ny$5.62M41,3503.0%
The Goldman Sachs Group, Inc.$4.91M5,8042.6%
Warren E. Buffett$4.91M10,2372.6%
GE Vernova Inc.$4.82M5,5222.6%
Halliburton Co$4.32M110,9002.3%
MGM Resorts International$4.04M109,2602.2%
Canadian Nat Res Ltd Med Ter$3.84M78,8002.1%
Marathon Petroleum Corp$3.81M15,6192.0%
Triple Flag Precious Metal$3.13M90,2401.7%
State Str SPDR S&P 500 ETF T$2.99M4,5971.6%
Globalstar, Inc.GSATCommon Stock$2.90M43,6811.6%
Nve Corp /New$2.80M42,7001.5%
Oracle Corp$2.41M16,4001.3%
Microsoft Corp$2.29M6,1801.2%
Johnson & Johnson$2.17M8,8641.2%
Micron Technology Inc$2.03M6,0051.1%
Constellation Energy Corp$1.93M6,9001.0%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
Trim13321L108$-7.19M-66K
-44.94%
81,100
4.73% of portfolio
medium
Q1 2026
as of
AddEchoStar CORP$2.00M+17K
+34.46%
66,705
4.20% of portfolio
low
Q1 2026
as of
NewTidewater Inc$828.0K+10K
9,910
0.44% of portfolio
low
Q1 2026
as of
AddY62267409$753.4K+11K
+14.63%
87,465
3.17% of portfolio
low
Q1 2026
as of
Exit68634K106$-746.2K-55K
-100.00%
low
Q1 2026
as of
NewTransocean Ltd.$613.3K+93K
92,500
0.33% of portfolio
low
Q1 2026
as of
ExitLinde PLC$-433.6K-1K
-100.00%
low
Q1 2026
as of
TrimCostco Wholesale Corp /New$-398.6K-400
-26.67%
1,100
0.59% of portfolio
low
Q1 2026
as of
Exit803054204$-364.4K-2K
-100.00%
low
Q1 2026
as of
ExitBlackstone Inc$-308.3K-2K
-100.00%
low