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Expect Equity LLC’s Mayville Engineering Co MEC Stock Holding History

Expect Equity LLC’s Portfolio MEC Stock Details MEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-28,233
Closed -$451K – 50
2025
Q2 		$451K Sell
28,233
-26,341
-48% -$376K 0.48% 45
2025
Q1 		$733K Sell
54,574
-20,170
-27% -$303K 0.82% 43
2024
Q4 		$1.17M Buy
+74,744
New +$1.37M 1.23% 38

Other funds holding MEC

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Expect Equity LLC's MEC Position: Q3 2025 in Review

Expect Equity LLC sold out of Mayville Engineering Co (MEC) in Q3 2025, closing a stake of 28,233 shares — an estimated $451K sold.

Expect Equity LLC first reported a position in MEC in Q4 2024 and held it in 3 quarters. The position peaked at $1.17M in Q4 2024. 104 funds tracked by Wall St. Rank hold MEC as of Q3 2025.

  • Expect Equity LLC reported no remaining Mayville Engineering Co position as of Q3 2025 after selling out during the quarter.
  • Expect Equity LLC sold 28,233 Mayville Engineering Co shares in Q3 2025, an estimated $451K.
  • Expect Equity LLC first reported a position in Mayville Engineering Co in Q4 2024 and held it in 3 quarters.
  • Expect Equity LLC's Mayville Engineering Co position peaked at $1.17M in Q4 2024.
  • 104 funds tracked by Wall St. Rank held Mayville Engineering Co as of Q3 2025.

Based on Expect Equity LLC's 13F filing for Q3 2025, filed 14 Nov 2025.