Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Merrion Investment Management Co, LLC (CIK 1383782) reported $186.1M across 109 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($12.7M, 6.81%), NVDA ($11.3M, 6.09%), AAPL ($9.6M, 5.16%), CCJ ($8.8M, 4.73%), JEF ($8.2M, 4.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $12.7M | 6.81% | 44,172 | Hold |
| 2 | NVDA | NVIDIA CORPORATION | $11.3M | 6.09% | 64,925 | Hold |
| 3 | AAPL | APPLE INC | $9.6M | 5.16% | 37,797 | Hold |
| 4 | CCJ | CAMECO CORP | $8.8M | 4.73% | 81,100 | Trimmed |
| 5 | JEF | JEFFERIES FINANCIAL GROUP IN | $8.2M | 4.41% | 198,695 | Trimmed |
| 6 | SATS | ECHOSTAR CORP | $7.8M | 4.20% | 66,705 | Added |
| 7 | NMM | NAVIOS MARITIME PARTNERS LP | $5.9M | 3.17% | 87,465 | Added |
| 8 | VRT | VERTIV HOLDINGS CO | $5.6M | 3.03% | 22,500 | Hold |
| 9 | GLW | CORNING INC | $5.6M | 3.02% | 41,350 | Trimmed |
| 10 | GS | GOLDMAN SACHS GROUP INC | $4.9M | 2.64% | 5,804 | Added |
| 11 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.9M | 2.64% | 10,237 | Hold |
| 12 | GEV | GE VERNOVA INC | $4.8M | 2.59% | 5,522 | Trimmed |
| 13 | HAL | HALLIBURTON CO | $4.3M | 2.32% | 110,900 | Hold |
| 14 | MGM | MGM RESORTS INTERNATIONAL | $4.0M | 2.17% | 109,260 | Hold |
| 15 | CNQ | CANADIAN NAT RES LTD MED TER | $3.8M | 2.06% | 78,800 | Hold |
| 16 | MPC | MARATHON PETE CORP | $3.8M | 2.05% | 15,619 | Hold |
| 17 | TFPM | TRIPLE FLAG PRECIOUS METAL | $3.1M | 1.68% | 90,240 | Hold |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $3.0M | 1.61% | 4,597 | Hold |
| 19 | GSAT | GLOBALSTAR INC | $2.9M | 1.56% | 43,681 | Hold |
| 20 | NVEC | NVE CORP | $2.8M | 1.50% | 42,700 | Hold |
| 21 | ORCL | ORACLE CORP | $2.4M | 1.30% | 16,400 | Hold |
| 22 | MSFT | MICROSOFT CORP | $2.3M | 1.23% | 6,180 | Trimmed |
| 23 | JNJ | JOHNSON & JOHNSON | $2.2M | 1.16% | 8,864 | Hold |
| 24 | MU | MICRON TECHNOLOGY INC | $2.0M | 1.09% | 6,005 | Trimmed |
| 25 | CEG | CONSTELLATION ENERGY CORP | $1.9M | 1.04% | 6,900 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31