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 | 1,152,739 | $76,956,856 | +1% | 0.25% |
| 2. | Magnetar Capital Alec Litowitz And Ross Laser | 309,541 | $20,664,957 | 0.13% | |
| 3. | Alpine Associates Robert Emil Zoellner | 209,424 | $13,981,145 | 0.84% | |
| 4. | First Eagle Investment Management Jean-Marie Eveillard | 159,300 | $10,634,868 | +21% | 0.02% |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 52,782 | $3,523,726 | +76% | 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. | 2,264,013 | $151,145,506 | 0% | |
| 2. | 1,266,588 | $84,557,415 | 0% | |
| 3. | 1,001,621 | $66,869,411 | 0.01% | |
| 4. | 930,460 | $62,117,510 | 0.64% | |
| 5. | 559,448 | $37,348,748 | 0% |