Merrion Investment Management Co, LLC
Annual return '25
+33.7%
SPY '25
+17.7%
Alpha
+16.0ptsvs SPY
Invested
$186.1M
Holdings
111
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GOOG
ALPHABET INC
Q4 2025: Exited (was 44.9k shares)
6.8%
02
$NVDA
NVIDIA CORPORATION
Q4 2025: Sold 90.7% (65.8k → 6.1k shares)
6.1%
03
$AAPL
APPLE INC
Q4 2025: Sold 96.1% (37.8k → 1.5k shares)
5.2%
04
$CCJ
CAMECO CORP
Q4 2025: Exited (was 200.5k shares)
4.7%
05
$JEF
JEFFERIES FINANCIAL GROUP IN
Q4 2025: Exited (was 206.7k shares)
4.4%
06
$SATS
ECHOSTAR CORP
Held since at least Q1 2024
4.2%
07
$NMM
NAVIOS MARITIME PARTNERS LP
Q4 2025: Exited (was 65.3k shares)
3.2%
08
$VRT
VERTIV HOLDINGS CO
Q4 2025: Exited (was 30.0k shares)
3.0%
09
$GLW
CORNING INC
Q4 2025: Sold 64.4% (50.5k → 18.0k shares)
3.0%
10
$GS
GOLDMAN SACHS GROUP INC
Q4 2025: Exited (was 5.6k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:29 UTC.