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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
USHYIshares Broad Usd High Yield Corporate Bond Etf
| 15.44% | $29.752M 790,228 shares@ $37.65 avg price | Increased 0.48% |
HCPHashicorp Inc
| 4.32% | $8.318M 245,658 shares@ $33.87 avg price | Increased 59.11% |
HBMHudbay Minerals Inc
| 1.92% | $3.69M 401,500 shares@ $9.2 avg price | Increased 37.74% |