Panoramic Capital, LLC
Position in MEC — Mayville Engineering Company, Inc.
CIK 1950490
LARKSPUR, CA
Position in MEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,622,200
+$109,200 QoQ
Shares Held
70,000
-50.0% QoQ
Ownership
0.275%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#59
of 154 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MEC Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026Panoramic Capital, LLC holds $2,622,200 across 1 Metal Fabrication name. MEC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MEC |
Mayville Engineering Company, Inc.
This page
|
70,000 | $2,622,200 |
All Filings in MEC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,622,200 | 70,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,513,000 | 140,000 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||