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Panoramic Capital’s Mayville Engineering Co MEC Stock Holding History

Panoramic Capital’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
2026
Q2 		$2.62M Sell
70,000
-70,000
-50% -$1.87M 1.13% 25
2026
Q1 		$2.51M Buy
+140,000
New +$2.7M 1.76% 20

Other funds holding MEC

PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $5.69B AUM 259.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Panoramic Capital's MEC Position: Q2 2026 in Review

Panoramic Capital reduced its Mayville Engineering Co (MEC) stake by 50% in Q2 2026, selling an estimated $1.87M and leaving 70,000 shares worth $2.62M. The position accounts for 1.13% of the portfolio, ranked #25.

Panoramic Capital first reported a position in MEC in Q1 2026 and has held it in 2 quarters since. 155 funds tracked by Wall St. Rank hold MEC as of Q2 2026.

  • Panoramic Capital held 70,000 shares of Mayville Engineering Co worth $2.62M as of Q2 2026.
  • Panoramic Capital sold 70,000 Mayville Engineering Co shares in Q2 2026, an estimated $1.87M.
  • Mayville Engineering Co made up 1.13% of Panoramic Capital's portfolio in Q2 2026, its #25 holding.
  • Panoramic Capital first reported a position in Mayville Engineering Co in Q1 2026 and has held it in 2 quarters since.
  • 155 funds tracked by Wall St. Rank held Mayville Engineering Co as of Q2 2026.

Based on Panoramic Capital's 13F filing for Q2 2026, filed 14 Aug 2026.