Here’s Why Merion Road Capital Decided to Hold Summit Materials (SUM)
Merion Road Capital Management, an investment advisor, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Squarepoint Ops LLC Maxime Fortin (Cio) | 0 | $0 | 0% | |
| 2. | Taconic Capital Frank Brosens | 0 | $0 | 0% | |
| 3. | Davidson Kempner Thomas Lenox Kempner | 0 | $0 | 0% | |
| 4. | Davidson Kempner Thomas Lenox Kempner | 0 | $0 | 0% | |
| 5. | Davidson Kempner Thomas Lenox Kempner | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $19.67 | 2,600 | $51,142.00 | 5,100 | 2020-12-18 | Filing | |
| $19.64 | 2,500 | $49,100.00 | 2,500 | 2020-12-18 | Filing | |
| $15.24 | 66,000 | $1,005,840.00 | 66,000 | 2020-09-04 | Filing | |
| $16.25 | 31,250 | $507,812.50 | 135,652 | 2019-02-15 | Filing | |
| $13.00 | 2,000 | $26,000.00 | 76,584 | 2018-12-10 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $50.91 | 1,536 | $78,197.76 | 40,221 | 2024-12-10 | Filing | |
| $40.15 | 39,379 | $1,581,066.85 | 60,630 | 2024-05-13 | Filing | |
| $40.40 | 11,210 | $452,884.00 | 100,009 | 2024-05-13 | Filing | |
| $27.63 | 8,104 | $223,913.52 | 16,496 | 2022-05-26 | Filing | |
| $41.11 | 4,098 | $168,468.78 | 18,640 | 2021-11-15 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 188 | $7,338 | 0% |