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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
CORZWCore Scientific Inc
Recent Activity
New Position
2.1%
$4.032M
600,000 shares@ $6.72 avg price
HBMHudbay Minerals Inc
Recent Activity
Increased 37.74%
1.92%
$3.69M
401,500 shares@ $9.2 avg price
CEGConstellation Energy Corp
Recent Activity
New Position
0.24%
$458,000
1,760 shares@ $260.23 avg price
NRGNrg Energy Inc
Recent Activity
New Position
0.24%
$456,000
5,006 shares@ $91.1 avg price
GEVGe Vernova Inc
Recent Activity
New Position
0.24%
$446,000
1,748 shares@ $255.15 avg price
GLWCorning Inc
Recent Activity
New Position
0.23%
$436,000
9,656 shares@ $45.16 avg price
TLNTalen Energy Supply Llc
Recent Activity
New Position
0.22%
$421,000
2,364 shares@ $178.09 avg price