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David Gulkowitz

@Dsc Meridian Capital Lp

Latest period2024 - Q3ReportedManaged Assets$192.749MTotal holdings17
Assets growth rate-39.3%Assets growth rate (2-Q avg)11.89%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Dsc Meridian Capital Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 17 positions.

Assets under management

The assets under management (AUM) of Dsc Meridian Capital Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 192.749M in assets, with a quarterly growth rate of -39.3% and a 2-quarter average growth rate of 11.89%. The portfolio is managed by David Gulkowitz, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TLTIshares 20 Year Treasury Bond Etf
Recent Activity
Decreased -16.03%
32.45%
$62.534M↑ Call
637,458 shares@ $98.1 avg price
BKLNInvesco Senior Loan Etf
Recent Activity
Decreased -39.8%
5.65%
$10.878M
517,773 shares@ $21.01 avg price
TECKTeck Resources Ltd
Recent Activity
Decreased -25.09%
2.84%
$5.456M
104,446 shares@ $52.24 avg price