Dsc Meridian Capital LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Dsc Meridian Capital LP disclosed 15 US equity positions worth $427.2m in its Q2 2026 13F filing. The largest position was GRUPO AEROMEXICO SAB DE CV at 12.0% of the reported book, followed by AZUL S A and CORZ. Against the Q1 2026 filing, it opened 5 new positions, added to 5 and reduced 1 among the top 15 holdings.
What did Dsc Meridian Capital LP own in Q2 2026? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | GRUPO AEROMEXICO SAB DE CV | 12.0% | $51.3m | 2,851,895 | 0% | held | |
| 2 | AZUL S A | 11.5% | $49.2m | 5,474,847 | – | new | |
| 3 | CORZ CORE SCIENTIFIC INC NEW | Technology | 11.4% | $48.8m | 1,905,252 | -16% | reduced |
| 4 | USHY ISHARES TR | 10.2% | $43.7m | 1,181,455 | 9% | added | |
| 5 | BKLN INVESCO EXCH TRADED FD TR II | 10.2% | $43.4m | 2,132,742 | – | new | |
| 6 | NCL CORP LTD | 8.9% | $38.2m | 34,217,000 | – | new | |
| 7 | SUNRUN INC | 8.8% | $37.4m | 31,500,000 | 57% | added | |
| 8 | SUPER MICRO COMPUTER INC | 8.0% | $34.4m | 35,000,000 | 133% | added | |
| 9 | VST VISTRA CORP | Utilities | 5.5% | $23.4m | 147,699 | 49% | added |
| 10 | SUPER MICRO COMPUTER INC | 3.1% | $13.3m | 15,000,000 | – | new | |
| 11 | EA ELECTRONIC ARTS INC | Communication Services | 3.1% | $13.2m | 64,241 | 210% | added |
| 12 | TECK TECK RESOURCES LTD | Basic Materials | 2.7% | $11.7m | 197,240 | -0% | held |
| 13 | RKT ROCKET COS INC | Financial Services | 2.4% | $10.4m | 657,400 | -0% | held |
| 14 | CZR CAESARS ENTERTAINMENT INC NE | Consumer Cyclical | 1.2% | $5.0m | 165,000 | – | new |
| 15 | GTN GRAY MEDIA INC | Communication Services | 0.9% | $3.7m | 939,714 | 0% | held |
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.