Merrion Investment Management Co, LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $164 Million distributed in 106 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cameco Corp with a value of $16.8M, Jefferies Financial Group Inc. with a value of $13.5M, Nvidia Corp with a value of $12.3M, Alphabet Inc. with a value of $10.9M, and Apple Inc. with a value of $9.62M.

Examining the 13F form we can see an increase of $18.3M in the current position value, from $146M to 164M.

Below you can find more details about Merrion Investment Management Co, LLC portfolio as well as his latest detailed transactions.

Portfolio value $164 Million
Financial Services: $36.7 Million
Technology: $36.6 Million
Energy: $31.6 Million
Communication Services: $13.4 Million
Industrials: $12.1 Million
ETFs: $7.49 Million
Consumer Cyclical: $7.1 Million
Basic Materials: $5.97 Million
Other: $12.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $164 Million
  • Prior Value $146 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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