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MEYER HANDELMAN CO
hedge fundUpdated 8 days agoManaged by Meyer Handelman Co • Latest filing Q3 2026
Portfolio value
$3.5B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
12.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $3.2B |
| Q1 2026 | $3.2B |
| Q2 2026 | $3.5B |
| Q3 2026 | $3.5B |
Top holdings
287 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $243.6M | 475.0K | 6.97% | Added(+0.3%) | |
| 2 | $182.2M | 547.2K | 5.22% | Trimmed(-1.6%) | |
| 3 | $105.7M | 319.4K | 3.02% | Added(+0.7%) | |
| 4 | $102.8M | 301.7K | 2.94% | Trimmed(-0.1%) | |
| 5 | $91.1M | 201.6K | 2.61% | Trimmed(-0.6%) | |
| 6 | $89.5M | 359.3K | 2.56% | Added(+0.8%) | |
| 7 | $80.4M | 365.5K | 2.30% | Added(+1.6%) | |
| 8 | $79.1M | 200.1K | 2.26% | Trimmed(-4.7%) | |
| 9 | $76.8M | 90.0K | 2.20% | Trimmed(-5.0%) | |
| 10 | $75M | 92.5K | 2.15% | Trimmed(-5.8%) | |
| 11 | $74.5M | 716.9K | 2.13% | Trimmed(-0.9%) | |
| 12 | $72.9M | 502.0K | 2.09% | Trimmed(-0.5%) | |
| 13 | $72M | 669.4K | 2.06% | Added(+0.8%) | |
| 14 | $60.6M | 372.4K | 1.73% | — | |
| 15 | $59.6M | 1.30M | 1.71% | Added(+1.6%) | |
| 16 | $57.4M | 373.1K | 1.64% | Trimmed(-2.1%) | |
| 17 | $55.7M | 383.2K | 1.59% | Added(+0.2%) | |
| 18 | $53.6M | 73.9K | 1.53% | Added(+4.5%) | |
| 19 | $49M | 187.2K | 1.40% | Added(+2.0%) | |
| 20 | $48.8M | 156.3K | 1.40% | Trimmed(-0.7%) |