Skip to main content
Midas Edge

13-F holdings, Q2 2026

DSC Meridian Capital LP

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$427.2M
Positions
15
Filed
Data as of

These holdings are as of , 133 days ago.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

See this manager's Holder IQ and how the book overlaps yours

Free to start, with no card. Holder IQ scores a manager's past record. It describes the past and is not a recommendation to buy or sell anything. Sign up and you can follow this manager: one notice for each new 13-F, naming what changed and which of those positions you hold or watch.

Start freeAlready have an account? Sign in

Top holdings

  1. AERO$51.3M
    2,851,895 shares12% of the book
  2. CORZ$48.8M
    1,905,252 shares11.4% of the book
  3. USHY$43.7M
    1,181,455 shares10.2% of the book
  4. BKLN$43.4M
    2,132,742 shares10.2% of the book
  5. VST$23.4M
    147,699 shares5.5% of the book
  6. EA$13.2M
    64,241 shares3.1% of the book
  7. TECK$11.7M
    197,240 shares2.7% of the book
  8. RKT$10.4M
    657,400 shares2.4% of the book
  9. CZR$5M
    165,000 shares1.2% of the book
  10. GTN$3.7M
    939,714 shares0.87% of the book

What changed this quarter

2 new positions and 1 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.

Largest buys

  • BKLN

    INVESCO EXCH TRADED FD TR II

    +$43.4M

    New

  • EA

    ELECTRONIC ARTS INC

    +$8.9M

    +210.3% shares

  • VST

    VISTRA CORP

    +$7.7M

    +48.7% shares

  • CZR

    CAESARS ENTERTAINMENT INC NE

    +$5M

    New

  • USHY

    ISHARES TR

    +$3.6M

    +8.9% shares

Largest sells

  • HYG

    ISHARES TR

    −$32M

    Sold out, was 13.5% of the book

  • CORZ

    CORE SCIENTIFIC INC NEW

    −$9.6M

    -16.4% shares

  • RKT

    ROCKET COS INC

    −$31.5K

    -0.3% shares

  • TECK

    TECK RESOURCES LTD

    −$11.9K

    -0.1% shares

What was sold out, by size

  • 1 real positions, 0.25% of the book or more

Not counted as trades: AZUL S A (newly listed or spun off).

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.