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Graham Capital Management’s Mayville Engineering Co MEC Stock Holding History

Graham Capital Management’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
Q2 		– Sell
-13,431
Closed -$180K – 1477
2025
Q1 		$180K Buy
+13,431
New +$202K ﹤0.01% 1153

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Graham Capital Management's MEC Position: Q2 2025 in Review

Graham Capital Management sold out of Mayville Engineering Co (MEC) in Q2 2025, closing a stake of 13,431 shares — an estimated $180K sold.

Graham Capital Management first reported a position in MEC in Q1 2025 and held it in 1 quarter. The position peaked at $180K in Q1 2025. 112 funds tracked by Wall St. Rank hold MEC as of Q2 2025.

  • Graham Capital Management reported no remaining Mayville Engineering Co position as of Q2 2025 after selling out during the quarter.
  • Graham Capital Management sold 13,431 Mayville Engineering Co shares in Q2 2025, an estimated $180K.
  • Graham Capital Management first reported a position in Mayville Engineering Co in Q1 2025 and held it in 1 quarter.
  • Graham Capital Management's Mayville Engineering Co position peaked at $180K in Q1 2025.
  • 112 funds tracked by Wall St. Rank held Mayville Engineering Co as of Q2 2025.

Based on Graham Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.