Position in FLEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$44,666,492
+$29,580,822 QoQ
Shares Held
275,600
-39.6% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#116
of 1,103 holders
Holding Since
Mar 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FLEX Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026Merewether Investment Management, LP holds $157,041,407 across 2 Electronic Components names. FLEX ranks #2 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RAL |
Ralliant Corp
|
1,526,211 | $112,374,915 | |
| 2 | FLEX |
Flex Ltd.
This page
|
275,600 | $44,666,492 |
All Filings in FLEX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,666,492 | 275,600 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $15,085,670 | 456,036 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $62,767,150 | 1,634,987 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $46,598,077 | 1,393,900 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $72,807,861 | 2,468,900 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $13,038,049 | 428,039 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $58,065,348 | 2,152,160 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $40,778,877 | 1,475,360 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,092,206 | 438,600 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||