Mayville Engr Co Inc (MEC) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Mayville Engr Co Inc (MEC) following the 2026 Q2 hedge fund 13F filings?

As of today, MEC has moved +4.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.8% for the XLI sector ETF — an outperformance of +5.0%. Since the quarter end (June 30, 2026), MEC gained -33.0% vs -0.1% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Mayville Engr Co Inc (MEC)

121 + Investors. Track Smart Money conviction in MEC. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — MEC

Based on 122 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added MEC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

122 hedge funds hold MEC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q

+5 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 52% buying

62 buying58 selling

Last quarter: 62 funds bought or added vs 58 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~23 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 13 → 13 → 28 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 22% medium ■ 27% new

62 out of 122 hedge funds have held MEC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

🚀

Acceleration phase — new buyers rushing in

18 → 13 → 13 → 28 → 23 new funds/Q

New funds entering each quarter: 13 → 13 → 28 → 23. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 58% veterans vs 30% newcomers

■ 58% veterans ■ 12% 1-2yr ■ 30% new

Entry-cohort mix of 122 holders: 71 (58%) are 2+ year veterans, 15 entered 1–2 years ago, and 36 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds

34 of 122 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	121	119	1.68%
13F Shares	14M	14M	2.75%
Total Value	$257M	$262M	-1.93%
New Positions	22	28	-6
Increased Positions	39	34	+5
Closed Positions	20	12	+8
Reduced Positions	38	42	-4
Total Calls	0	1	-100.0%
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	1.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

121

119

1.68%

13F Shares

14M

2.75%

Total Value

$257M

$262M

-1.93%

New Positions

-6

Increased Positions

Closed Positions

Reduced Positions

-4

Total Calls

-100.0%

Total Puts

-100.0%

PUT/CALL Ratio

0.0

1.0

Bullish

Institutional Holders (2026 Q2)

121 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MEC. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 MEC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	EVR Research LP	8.17%	441,908	$16.6M
2	Congruence Capital, LLC	2.31%	235,580	$8.8M
3	Portolan Capital Management, LLC	1.82%	1,299,256	$48.7M
4	Jb Capital Partners LP	1.45%	250,512	$9.4M
5	Pillsbury Lake Capital LLC	1.40%	136,746	$5.1M
6	Panoramic Capital, LLC	1.13%	70,000	$2.6M
7	Ophir Asset Management Pty Ltd	1.01%	326,699	$12.2M
8	Formula Growth Ltd	0.99%	75,000	$2.8M
9	SummerHaven Investment Management, LLC	0.91%	45,325	$1.7M
10	Worth Venture Partners, LLC	0.90%	10,641	$399K
11	Essential Investment Partners LLC	0.60%	34,269	$642K
12	AWM Investment Company, Inc.	0.59%	180,000	$6.7M
13	GatePass Capital, LLC	0.57%	40,000	$1.5M
14	Summit Partners Public Asset Management, LLC	0.53%	800,000	$30.0M
15	Granahan Investment Management, LLC	0.43%	324,108	$12.1M
16	Informed Momentum Co LLC	0.43%	129,182	$4.8M
17	Osterweis Capital Management Inc	0.31%	174,600	$6.5M
18	Royce & Associates LP	0.23%	752,083	$28.2M
19	Kennedy Capital Management LLC	0.22%	336,377	$12.6M
20	Driehaus Capital Management LLC	0.18%	846,354	$31.7M
21	Delta Capital Management LLC	0.17%	9,920	$372K
22	Sheets Smith Wealth Management	0.14%	37,897	$1.4M
23	Diametric Capital, LP	0.14%	35,727	$1.3M
24	Bridgeway Capital Management, LLC	0.13%	200,980	$7.5M
25	Needham Investment Management LLC	0.12%	110,000	$4.1M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Mayville Engr Co Inc (MEC)

What does the Smart Money Trend signal show for MEC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added MEC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MEC?

Slight buying edge — 52% buying: Last quarter: 62 funds bought or added vs 58 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MEC holders?

Strong quality — 31% AUM from major funds: 34 of 122 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MEC?

51% of holders stayed for 2+ years: 62 out of 122 hedge funds have held MEC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Mayville Engr Co Inc (MEC) following the 2026 Q2 hedge fund 13F filings?

As of today, MEC has moved +4.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.8% for the XLI sector ETF — an outperformance of +5.0%. Since the quarter end (June 30, 2026), MEC has gained -33.0% vs -0.1% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Mayville Engr Co Inc (MEC)

Smart Money Signals — MEC

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +4% more funds vs a year ago

Slight buying edge — 52% buying

Steady new buyers — ~23 new funds per quarter

51% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Veteran-anchored — 58% veterans vs 30% newcomers

Strong quality — 31% AUM from major funds

Institutional Sentiment Summary — MEC

Hedge Fund Ownership: MEC

Market Analysis: MEC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MEC

Is It Too Late to Buy Mayville Engr Co Inc (MEC) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: MEC

Statistics: MEC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Mayville Engr Co Inc (MEC)

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