Allen Investment Management’s Mercado Libre MELI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $57.8M | Sell |
34,063
-10,253
| -23% | -$17.5M | 0.69% | 32 |
|
|
2026
Q1 | $76.6M | Buy |
44,316
+614
| +1% | +$1.18M | 0.95% | 27 |
|
|
2025
Q4 | $88M | Buy |
43,702
+57
| +0.1% | +$120K | 0.98% | 26 |
|
|
2025
Q3 | $102M | Buy |
43,645
+6,886
| +19% | +$16.5M | 1.13% | 26 |
|
|
2025
Q2 | $96.1M | Buy |
36,759
+53
| +0.1% | +$124K | 1.05% | 21 |
|
|
2025
Q1 | $71.6M | Buy |
36,706
+6,016
| +20% | +$11.9M | 0.84% | 21 |
|
|
2024
Q4 | $52.2M | Buy |
30,690
+7,602
| +33% | +$14.8M | 0.6% | 30 |
|
|
2024
Q3 | $47.4M | Buy |
23,088
+3,585
| +18% | +$6.75M | 0.56% | 27 |
|
|
2024
Q2 | $32.1M | Buy |
19,503
+2,562
| +15% | +$4.04M | 0.39% | 37 |
|
|
2024
Q1 | $25.6M | Buy |
16,941
+3,358
| +25% | +$5.5M | 0.32% | 43 |
|
|
2023
Q4 | $21.3M | Buy |
13,583
+497
| +4% | +$704K | 0.29% | 43 |
|
|
2023
Q3 | $16.6M | Buy |
13,086
+820
| +7% | +$1.04M | 0.24% | 47 |
|
|
2023
Q2 | $14.5M | Buy |
12,266
+427
| +4% | +$537K | 0.21% | 47 |
|
|
2023
Q1 | $15.6M | Buy |
11,839
+576
| +5% | +$655K | 0.26% | 47 |
|
|
2022
Q4 | $9.53M | Sell |
11,263
-15
| -0.1% | -$13.4K | 0.15% | 55 |
|
|
2022
Q3 | $9.34M | Sell |
11,278
-188
| -2% | -$162K | 0.16% | 54 |
|
|
2022
Q2 | $7.3M | Buy |
11,466
+97
| +0.9% | +$84.6K | 0.12% | 63 |
|
|
2022
Q1 | $13.5M | Sell |
11,369
-440
| -4% | -$479K | 0.18% | 48 |
|
|
2021
Q4 | $15.9M | Buy |
11,809
+416
| +4% | +$584K | 0.2% | 49 |
|
|
2021
Q3 | $19.1M | Buy |
11,393
+690
| +6% | +$1.2M | 0.26% | 44 |
|
|
2021
Q2 | $16.7M | Buy |
10,703
+10
| +0.1% | +$14.7K | 0.22% | 44 |
|
|
2021
Q1 | $15.7M | Buy |
10,693
+202
| +2% | +$343K | 0.24% | 41 |
|
|
2020
Q4 | $17.6M | Sell |
10,491
-432
| -4% | -$609K | 0.3% | 42 |
|
|
2020
Q3 | $11.8M | Hold |
10,923
| – | – | 0.22% | 45 |
|
|
2020
Q2 | $10.8M | Hold |
10,923
| – | – | 0.23% | 45 |
|
|
2020
Q1 | $5.34M | Buy |
10,923
+48
| +0.4% | +$29.6K | 0.16% | 55 |
|
|
2019
Q4 | $6.22M | Sell |
10,875
-1,988
| -15% | -$1.1M | 0.15% | 64 |
|
|
2019
Q3 | $7.09M | Hold |
12,863
| – | – | 0.19% | 51 |
|
|
2019
Q2 | $7.87M | Buy |
12,863
+3,675
| +40% | +$2.05M | 0.22% | 47 |
|
|
2019
Q1 | $4.67M | Buy |
9,188
+1,550
| +20% | +$618K | 0.15% | 60 |
|
|
2018
Q4 | $2.24M | Buy |
7,638
+1,282
| +20% | +$415K | 0.09% | 76 |
|
|
2018
Q3 | $2.16M | Buy |
6,356
+1,775
| +39% | +$601K | 0.07% | 86 |
|
|
2018
Q2 | $1.37M | Buy |
+4,581
| New | +$1.45M | 0.05% | 90 |
|
Other funds holding MELI
Allen Investment Management's MELI Position: Q2 2026 in Review
Allen Investment Management reduced its Mercado Libre (MELI) stake by 23% in Q2 2026, selling an estimated $17.5M and leaving 34,063 shares worth $57.8M. The position accounts for 0.69% of the portfolio, ranked #32.
Allen Investment Management first reported a position in MELI in Q2 2018 and has held it in 33 quarters since. The position peaked at $102M in Q3 2025. 1,446 funds tracked by Wall St. Rank hold MELI as of Q2 2026.
- Allen Investment Management held 34,063 shares of Mercado Libre worth $57.8M as of Q2 2026.
- Allen Investment Management sold 10,253 Mercado Libre shares in Q2 2026, an estimated $17.5M.
- Mercado Libre made up 0.69% of Allen Investment Management's portfolio in Q2 2026, its #32 holding.
- Allen Investment Management first reported a position in Mercado Libre in Q2 2018 and has held it in 33 quarters since.
- Allen Investment Management's Mercado Libre position peaked at $102M in Q3 2025.
- 1,446 funds tracked by Wall St. Rank held Mercado Libre as of Q2 2026.
Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.