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MAYO INVESTMENT ADVISERS LLC
Long Only Manager
MAYO INVESTMENT ADVISERS LLC is a Long Only Manager based in Boston, MA led by William Rogers Barton, managing $175.6M across 22 long positions as of Q3 2025 with 68% concentrated in top 10 holdings.
Managing PartnerWilliam Rogers Barton
- Portfolio Value
- $175.6M
- Positions
- 22
- Top Holding
- NEM at 10.69%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in MAYO INVESTMENT ADVISERS LLC's portfolio (67.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Gold Basic Materials | $18.8M | 10.69% | +$2.0M Bought | 0.02% 222.6K shares | |
Independent Power Producers Utilities | $16.6M | 9.43% | -$3.1M Sold | 0.02% 84.5K shares | |
Oil & Gas Integrated Energy | $16.2M | 9.25% | +$16.0M Bought | 0.01% 104.6K shares | |
Hardware, Equipment & Parts Technology | $12.6M | 7.20% | +$1.2M Bought | 0.57% 254.1K shares | |
Internet Content & Information Communication Services | $11.2M | 6.38% | +$1.9M Bought | 0.00% 46.1K shares | |
Medical - Healthcare Plans Healthcare | $9.9M | 5.63% | +$2.1M Bought | 0.01% 131.2K shares | |
Agricultural Inputs Basic Materials | $9.7M | 5.52% | +$1.8M Bought | 0.09% 279.3K shares | |
Oil & Gas Exploration & Production Energy | $8.5M | 4.87% | +$3.1M Bought | 0.08% 254.6K shares | |
Drug Manufacturers - General Healthcare | $8.0M | 4.57% | +$2.4M Bought | 0.01% 178.0K shares | |
Agricultural Inputs Basic Materials | $7.6M | 4.33% | +$2.0M Bought | 0.03% 128.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in MAYO INVESTMENT ADVISERS LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+5,654.79% | |
+106.42% | |
+99.07% | |
+60.31% | |
+57.72% |
Analytics
Portfolio insights and performance metrics for MAYO INVESTMENT ADVISERS LLC
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