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MERRION INVESTMENT MANAGEMENT CO, LLC 13F portfolio summary

MERRION INVESTMENT MANAGEMENT CO, LLC of MERRION INVESTMENT MANAGEMENT CO, LLC has 108 current stock holdings with a reported portfolio value of $186.1M. The portfolio 1 year return is +39.73%. Top holdings include SPY (0.00%), PFF (0.00%), AB (0.00%), QQQ (0.00%), GOOG (7.00%).

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MERRION INVESTMENT MANAGEMENT CO, LLC

MERRION INVESTMENT MANAGEMENT CO, LLC
Latest filing: 2026-03-31

MERRION INVESTMENT MANAGEMENT CO, LLC runs MERRION INVESTMENT MANAGEMENT CO, LLC and currently holds 108 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $186.07M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MERRION INVESTMENT MANAGEMENT CO, LLC ranks #329 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MERRION INVESTMENT MANAGEMENT CO, LLC's portfolio at MERRION INVESTMENT MANAGEMENT CO, LLC has delivered returns of +39.73%. Their 3-year annualized return is +85.11%. Looking at the 5-year horizon, MERRION INVESTMENT MANAGEMENT CO, LLC has achieved +85.29% annualized returns at MERRION INVESTMENT MANAGEMENT CO, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+39.73%
#251/1000
3 Year
+85.11%
#322/1000
5 Year
+85.29%
#348/1000

Portfolio Value

$186.07M

Alpha Score

67.9

#329 of 1000

Holdings

108

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change