Neo Ivy Capital Management

Position in MC — Moelis & Co

CIK 1727783 NEW YORK, NY

Position in MC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$44,093

-$31,064 QoQ

Shares Held

674

-44.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#303

of 391 holders

Holding Since

Jun 2020

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Neo Ivy Capital Management holds $3,368,069 across 5 Capital Markets names. MC ranks #5 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BGC	BGC Group, Inc.	135,100	$1,444,219
2	VIRT	Virtu Financial, Inc.	13,324	$793,710
3	TW	Tradeweb Markets Inc.	5,704	$568,460
4	MRX	Marex Group Ltd	8,492	$517,587
5	MC	Moelis & Co This page	674	$44,093

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$44,093	674	-44.1%	Shares	Sole	2026-08-14
2025-06-30	$75,157	1,206	-45.3%	Shares	Sole	2025-08-12
2023-09-30	$99,466	2,204	-22.3%	Shares	Sole	2023-11-30
2022-09-30	$95,885	2,836	-35.5%	Shares	Sole	2022-11-16
2021-09-30	$272,166	4,399	0.0%	Shares	Sole	2021-11-16
2020-06-30	$137,072	4,399	—	Shares	Sole	2020-08-17
No filing history on record for this holder in this stock.