Merion Road Capital Purchased American Woodmark (AMWD) Following Merger Announcement
Merion Road Capital Management, an investment advisor, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Pzena Investment Management Richard S. Pzena | 1,643,562 | $65,463,074 | +43% | 0.21% |
| 2. | Magnetar Capital Alec Litowitz And Ross Laser | 313,986 | $12,506,063 | +1% | 0.13% |
| 3. | LMR Partners Ben Levine, Andrew Manuel And Stefan Renold | 231,388 | $9,216,184 | +4340% | 0.02% |
| 4. | Alpine Associates Robert Emil Zoellner | 225,795 | $8,993,415 | -1% | 0.53% |
| 5. | Millennium Management Israel Englander | 194,212 | $7,735,464 | +1373% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $86.66 | 600 | $51,998.10 | 600 | 2024-05-30 | Filing | |
| $41.95 | 10,000 | $419,500.00 | 57,594 | 2022-06-23 | Filing | |
| $41.13 | 2,000 | $82,261.00 | 57,930 | 2022-06-22 | Filing | |
| $52.69 | 100 | $5,269.00 | 100 | 2022-06-03 | Filing | |
| $49.64 | 1,005 | $49,887.20 | 2,882 | 2022-03-31 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $80.79 | 1,250 | $100,989.50 | 24,573 | 2024-12-27 | Filing | |
| $82.23 | 2,821 | $231,970.83 | 25,823 | 2024-12-20 | Filing | |
| $84.33 | 1,679 | $141,591.08 | 28,644 | 2024-12-18 | Filing | |
| $90.10 | 3,500 | $315,360.50 | 106,432 | 2024-12-02 | Filing | |
| $90.95 | 3,500 | $318,325.00 | 109,932 | 2024-11-01 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,274,896 | $90,609,107 | 0% | |
| 2. | 832,053 | $44,847,657 | 0.01% | |
| 3. | 958,820 | $38,189,947 | 0.01% | |
| 4. | 613,789 | $24,447,216 | 0% | |
| 5. | 559,610 | $22,289,266 | 0% |