Arkolith/Funds/Merrion Investment Management Co, LLC

Merrion Investment Management Co, LLC

CIK 1383782
Holdings as of Jun 30, 2026·disclosed Jul 13, 2026·~13-day 13F lag·13F-HR
Active Filer

Merrion Investment Management Co, LLC holds a diversified book of 106 stocks worth $211.3M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-day 13F lag). This quarter they opened Novo-Nordisk A/s-Spons ADR and trimmed Alphabet Inc-CL C. Their largest long position is Alphabet Inc-CL C at 7% of the equity book.

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Use Arkolith to show Merrion Investment Management Co, LLC's latest
holdings, largest changes, and filing provenance.
Opened
5
new positions
Added to
14
existing
Trimmed
15
reduced
Sold out
8
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
45%
Top 20 holdings
66%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

95% mapped to company sectors

Information Technology
34%
Financials
16%
Materials
10%
Energy
8%
Communication Services
8%
Industrials
6%
Consumer Discretionary
5%
ETF / fund or unclassified
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

106 positions
#SecurityValueShares% PortLast moveHistory
1Alphabet Inc
CAP STK CL C
$15.6M44.1K
7.4%
−0.2%
Reduced · −100 sh
2Nvidia Corporation
COM
$13.0M64.9K
6.1%
Held
3Apple Inc
COM
$10.9M37.8K
5.2%
Held
4Corning Inc
COM
$10.6M41.4K
5.0%
Held
5Cameco Corp
COM
$8.3M81.1K
3.9%
Held
6Globalstar Inc
COM NEW
$7.7M95.2K
3.7%
+118%
Added · +52K sh
7Vertiv Holdings Co
COM CL A
$7.5M22.5K
3.6%
Held
8Jefferies Financial Group In
COM
$7.4M147.9K
3.5%
−26%
Reduced · −51K sh
9Echostar Corp
CL A
$6.8M66.6K
3.2%
−0.2%
Reduced · −125 sh
10Ge Vernova Inc
COM
$6.3M5.4K
3.0%
−2.2%
Reduced · −120 sh
11Navios Maritime Partners LP
COM UNIT LPI
$6.3M89.5K
3.0%
+2.3%
Added · +2K sh
12Goldman Sachs Group Inc
COM
$5.9M5.8K
2.8%
Held
13MGM Resorts International
COM
$5.2M109.3K
2.5%
Held
14Berkshire Hathaway Inc Del
CL B NEW
$5.1M10.2K
2.4%
Held
15Nve Corp
COM NEW
$4.5M43.3K
2.1%
+1.3%
Added · +565 sh
16Micron Technology Inc
COM
$4.3M3.7K
2.0%
−38%
Reduced · −2K sh
17Marathon Pete Corp
COM
$4.0M15.6K
1.9%
Held
18Halliburton Co
COM
$3.8M110.9K
1.8%
Held
19State STR SPDR S&P 500 ETF T
TR UNIT
$3.4M4.5K
1.6%
−1.4%
Reduced · −67 sh
20Canadian Nat Res Ltd Med Ter
COM
$3.1M78.8K
1.5%
Held
21Triple Flag Precious Metal
COM
$2.7M90.2K
1.3%
Held
22Oracle Corp
COM
$2.4M16.4K
1.1%
Held
23Microsoft Corp
COM
$2.3M6.2K
1.1%
−0.2%
Reduced · −15 sh
24Johnson & Johnson
COM
$2.3M8.9K
1.1%
Held
25Eli Lilly & Co
COM
$1.9M1.6K
0.9%
+41%
Added · +450 sh
26First CTZNS Bancshares Inc D
CL A
$1.8M876
0.9%
Held
27American Intl Group Inc
COM NEW
$1.8M24.4K
0.9%
−3.9%
Reduced · −1K sh
28Abbvie Inc
COM
$1.8M7.0K
0.8%
Held
29Ge Aerospace
COM NEW
$1.7M4.7K
0.8%
+12%
Added · +500 sh
30Constellation Energy Corp
COM
$1.7M6.9K
0.8%
Held
31Invesco QQQ TR
UNIT SER 1
$1.5M2.0K
0.7%
Held
32Amazon Com Inc
COM
$1.5M6.2K
0.7%
+3.2%
Added · +190 sh
33BWX Technologies Inc
COM
$1.4M7.3K
0.7%
Held
34Vitesse Energy Inc
COMMON STOCK
$1.4M88.0K
0.7%
Held
35Caterpillar Inc
COM
$1.4M1.3K
0.7%
Held
36Dollar Gen Corp
COM
$1.4M11.8K
0.6%
Held
37Exxon Mobil Corp
COM
$1.3M9.8K
0.6%
−6.2%
Reduced · −650 sh
38JPMorgan Chase & Co
COM
$1.3M3.9K
0.6%
Held
39Reaves Util Income FD
COM SH BEN INT
$1.2M30.0K
0.6%
+9.1%
Added · +3K sh
40Elevance Health Inc Formerly
COM
$1.2M3.0K
0.5%
Held
41Gallagher Arthur J & Co
COM
$1.1M5.0K
0.5%
Held
42Ishares TR
ISHARES SEMICDTR
$1.1M1.8K
0.5%
Held
43Noble Corp PLC
ORD SHS A
$1.1M30.0K
0.5%
Held
44Energy Transfer L P
COM UT LTD PTN
$1.1M58.0K
0.5%
Held
45Baker Hughes Company
CL A
$1.1M19.0K
0.5%
Held
46Costco Wholesale Corporation
COM
$1.0M1.1K
0.5%
Held
47Chubb Limited
COM
$947K2.8K
0.4%
Held
48Williams Cos Inc
COM
$944K12.7K
0.4%
Held
49Novo-Nordisk A S
ADR
$938K19.6K
0.4%
New
New position
50Simon Ppty Group Inc New
COM
$895K4.0K
0.4%
+33%
Added · +1K sh
Showing 50 of 106 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 13, 2026106$211.3M13F-HR
Q1 2026Mar 31, 2026Apr 23, 2026109$186.1M13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026113$185.7M13F-HR
Q3 2025Sep 30, 2025Oct 15, 2025106$174.3M13F-HR
Q2 2025Jun 30, 2025Aug 7, 2025103$154.2M13F-HR
Q1 2025Mar 31, 2025Apr 21, 202598$139.3M13F-HR
Q4 2024Dec 31, 2024Jan 23, 2025101$143.7M13F-HR
Q3 2024Sep 30, 2024Oct 9, 2024103$151.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.