M
Merrion Investment Management Co, LLC
RIA/Wealth
Merrion Investment Management Co, LLC is a RIA/Wealth based in Cranford, NJ led by Nancy M Westbrock, reporting $2.4B in AUM as of Q3 2025 with CCJ as the largest holding (10% allocation).
CEONancy M Westbrock
- Portfolio Value
- $174.3M
- Positions
- 106
- Top Holding
- CCJ at 9.65%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Merrion Investment Management Co, LLC's portfolio (49% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Uranium Energy | $16.8M | 9.65% | — | 0.05% 200.5K shares | |
Financial - Capital Markets Financial Services | $13.5M | 7.76% | -$40.0K Sold | 0.10% 206.7K shares | |
Semiconductors Technology | $12.3M | 7.05% | +$2.8K Bought | 0.00% 65.8K shares | |
Internet Content & Information Communication Services | $10.9M | 6.28% | -$2.8M Sold | 0.00% 44.9K shares | |
Consumer Electronics Technology | $9.6M | 5.52% | — | 0.00% 37.8K shares | |
Insurance - Diversified Financial Services | $5.1M | 2.95% | +$50.3K Bought | 0.00% 10.2K shares | |
Electrical Equipment & Parts Industrials | $4.5M | 2.60% | — | 0.01% 30.0K shares | |
Financial - Capital Markets Financial Services | $4.5M | 2.55% | +$79.6K Bought | 0.00% 5.6K shares | |
Hardware, Equipment & Parts Technology | $4.1M | 2.38% | — | 0.01% 50.5K shares | |
Gambling, Resorts & Casinos Consumer Cyclical | $4.0M | 2.27% | — | 0.04% 114.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Merrion Investment Management Co, LLC's latest filing
GthenC
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 |
|---|---|
New | |
New | |
New | |
New | |
+271.19% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-52.28% | |
-28.36% | |
-20.38% |
Analytics
Portfolio insights and performance metrics for Merrion Investment Management Co, LLC
GthenA