Position in MEI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,063,501
+$4,652,291 QoQ
Shares Held
425,066
-31.2% QoQ
Ownership
1.20%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#23
of 152 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MEI Over Time
Shares Held
Position Value (USD)
Derivatives in MEI
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$598,000
PutShares
50,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electronic Components
Technology · as of Jun 30, 2026D. E. Shaw & Co., Inc. holds $1,774,707,709 across 26 Electronic Components names. MEI ranks #12 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CLS |
Celestica Inc
|
1,876,165 | $684,424,992 | |
| 2 | TEL |
TE Connectivity plc
|
2,229,471 | $449,483,647 | |
| 3 | SANM |
Sanmina Corp
|
846,681 | $214,278,026 | |
| 4 | JBL |
Jabil Inc
|
359,239 | $138,479,449 | |
| 5 | GLW |
Corning Inc /Ny
|
314,441 | $80,317,662 | |
| 6 | RAL |
Ralliant Corp
|
711,817 | $52,411,085 | |
| 7 | FN |
Fabrinet
|
90,948 | $51,120,051 | |
| 8 | PLXS |
Plexus Corp
|
96,425 | $28,992,104 |
All Filings in MEI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,063,501 | 425,066 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,411,210 | 617,973 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,362,586 | 657,016 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,116,513 | 677,684 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $10,857,119 | 1,141,653 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,906,440 | 1,395,994 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $17,183,406 | 1,457,456 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $598,000 | 50,000 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $18,880,940 | 1,578,674 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $619,965 | 59,900 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $16,024,728 | 1,548,283 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $256,998 | 21,100 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $7,517,154 | 617,172 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,726,339 | 207,934 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,553,243 | 155,503 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $743,540 | 22,182 | Shares | Defined | 2023-08-14 | |
| 2020-09-30 | $367,906 | 12,909 | Shares | Defined | 2020-11-16 | |
| 2020-03-31 | $443,627 | 16,785 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||