Position in Q
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$49,992,307
-$21,700,312 QoQ
Shares Held
433,284
-50.7% QoQ
Ownership
0.207%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Merewether Investment Management, LP holds $49,992,307 across 1 Semiconductor Equipment & Materials name. Q ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | Q |
Qnity Electronics, Inc.
This page
|
433,284 | $49,992,307 |
All Filings in Q
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,992,307 | 433,284 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $71,692,619 | 878,048 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||