MI
Merion Investment Management LP Historical SEC 13F Holdings & Archive (Q4 2017)
Merion Investment Management LPCIK: 0001559020
Concentrated strategyMomentum followerLong-term holder
Total reported value
$1.3M
Reporting period: 2017-12-31 · Number of holdings: 1
Merion Investment Management LP disclosed 1 holdings in its latest 13F filing for the period ending 2017-12-31, with total reported value of $1.3M and a quarterly turnover rate of 0.2%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 0.24
- Momentum
- 100
- Sector conviction
- 0
- Diversification
- 2
- Sizing Uniformity
- —
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govUnchanged GLDD
+16.3% $3.0K
Holdings Map
New buyAddUnchangedTrim
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLDD | Great Lakes Dredge & Dock Co | Stock-Other | 100.00% | — | +16.32% |
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2017 Q4 | 1 | $1.3M | 0 | ||
| 2017 Q3 | 1 | $1.3M | 12 | ||
| 2017 Q2 | 1 | $1.1M | 7 | ||
| 2017 Q1 | 1 | $1.0M | 100 | ||
| 2016 Q4 | 2 | $326.8M | 100 | 185517Q2GLDD | |
| 2016 Q3 | 2 | $52.4M | 100 | 18551Q12GLDD | |
| 2016 Q2 | 1 | $3.3M | 100 | ||
| 2016 Q1 | 2 | $182.8M | 100 | ||
| 2015 Q4 | 2 | $160.5M | 100 | ||
| 2015 Q3 | 1 | $2.9M | 100 | ||
| 2015 Q2 | 1 | $90.3M | 19 | 125490A | |
| 2015 Q1 | 16 | $92.3M | 100 | ||
| 2014 Q4 | 16 | $470.3M | 3 | ||
| 2014 Q3 | 15 | $458.8M | 100 | ||
| 2014 Q2 | 18 | $9.0M | 100 | ||
| 2014 Q1 | 17 | $6.3M | 100 | ||
| 2013 Q4 | 15 | $218.3M | 0 |
Holding changes this quarter
Merion Investment Management LP's most significant position changes for 2017-12-31: Add: Great Lakes Dredge & Dock Co (GLDD) — shares +16.32%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLDD | Great Lakes Dredge & Dock Co | — | +16.32% | Add |
Filing History
FAQ
What is Merion Investment Management LP and what type of investor is it?
Merion Investment Management LP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2017-12-31), the firm manages a tracked equity portfolio valued at approximately $1.3M, spread across 1 disclosed positions.
What are Merion Investment Management LP's largest equity positions?
Based on the latest 13F filing, Merion Investment Management LP's top holdings by market value are:
1. Great Lakes Dredge & Dock Co (GLDD) — $1.3M (100.0%)
What changes did Merion Investment Management LP make in its most recent portfolio filing?
In the latest quarter, Merion Investment Management LP was primarily adding exposure — initiating 0 new positions and adding to 1 existing holdings. The largest of these moves: Add: Great Lakes Dredge & Dock Co (GLDD) — shares +16.32%
What sectors does Merion Investment Management LP focus on?
Sector breakdown data is not yet available for Merion Investment Management LP. Check back after the next 13F processing cycle.
Investment Profile
Merion Investment Management LP's portfolio is concentrated and long-term-holding.
Its turnover score has fallen from 100 to 0 over the past 4 quarters — a shift toward longer holding periods.
It has added to its GLDD position for two straight quarters, increasing it by $146.0K to reach $1.3M.
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Developer Access
Access Merion Investment Management LP's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/merion-investment-management-lpCLI
npx alphasmo institutions get merion-investment-management-lp