Dsc Meridian Capital LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Dsc Meridian Capital LP disclosed 12 US equity positions worth $236.5m in its Q1 2026 13F filing. The largest position was USHY at 16.9% of the reported book, followed by GRUPO AEROMEXICO SAB DE CV and CORZ.
What did Dsc Meridian Capital LP own in Q1 2026? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | USHY ISHARES TR | 16.9% | $40.0m | 1,084,952 | – | ||
| 2 | GRUPO AEROMEXICO SAB DE CV | 16.9% | $40.0m | 2,851,895 | – | ||
| 3 | CORZ CORE SCIENTIFIC INC NEW | Technology | 14.4% | $34.1m | 2,280,252 | – | |
| 4 | HYG ISHARES TR | 13.5% | $32.0m | 402,329 | – | ||
| 5 | SUNRUN INC | 10.1% | $23.9m | 20,000,000 | – | ||
| 6 | VST VISTRA CORP | Utilities | 6.3% | $14.9m | 99,349 | – | |
| 7 | SUPER MICRO COMPUTER INC | 5.5% | $13.1m | 15,000,000 | – | ||
| 8 | MARA MARA HOLDINGS INC | 4.5% | $10.6m | 11,506,000 | – | ||
| 9 | TECK TECK RESOURCES LTD | Basic Materials | 4.3% | $10.2m | 197,440 | – | |
| 10 | RKT ROCKET COS INC | Financial Services | 4.0% | $9.4m | 659,400 | – | |
| 11 | EA ELECTRONIC ARTS INC | Communication Services | 1.8% | $4.2m | 20,700 | – | |
| 12 | GTN GRAY MEDIA INC | Communication Services | 1.7% | $4.1m | 939,714 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.