Merrion Investment Management Co, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $146 Million distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cameco Corp with a value of $14.9M, Jefferies Financial Group Inc. with a value of $11.3M, Nvidia Corp with a value of $10.4M, Alphabet Inc. with a value of $10M, and Apple Inc. with a value of $7.75M.

Examining the 13F form we can see an increase of $12.3M in the current position value, from $133M to 146M.

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

Portfolio value $146 Million
Financial Services: $32.8 Million
Technology: $31.2 Million
Energy: $28.7 Million
Communication Services: $12.5 Million
Industrials: $10.1 Million
Consumer Cyclical: $6.83 Million
ETFs: $6.64 Million
Healthcare: $5.32 Million
Other: $11.6 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $146 Million
  • Prior Value $133 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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