Meixler Investment Management, Ltd.
SEC Form 13F institutional filer · CIK 0001911615
13F-HR · 20 reported holdings · 2026-03-31
Reported long-US-equity value
$0.04B
Top-10 concentration
88.5%
Meixler Investment Management, Ltd. — $42.1M AUM allocation strategy
Meixler Investment Management, Ltd. files SEC Form 13F and reports $42.1M of long US equity value across 20 reported holdings for 2026-03-31.
Its largest sector bet is Financials 33.3%, followed by Industrials 27.1% and Energy 21.5%.
The top 10 holdings account for 88% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Meixler Investment Management, Ltd. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$42.1M
total across 20 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
88% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$OKE +12.4K sh · +$1.7M+$KMI +12.1K sh · +$872K+$TRMB +6.11K sh · +$237K
Biggest trims (shares)
−$AIG −3.76K sh · −$363K−$NEM −3.75K sh · −$292K−$LOW −359 sh · −$156K
Added from nil (new positions)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Multi-Sector Holdings32.5%—
- Oil & Gas Storage & Transportation18.9%—
- Aerospace & Defense12.4%—
- Industrial Conglomerates12.1%—
- Home Improvement Retail6.2%—
- Semiconductors3.5%—
- Interactive Media & Services3.1%—
- Application Software2.8%—
- Other holdings8.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $BRK.B | Berkshire Hathaway Inc.-Class B | 28.7K | $13.7M | +145 | 32.5% |
| $HON | Honeywell International Inc | 22.2K | $5.09M | +1.06K | 12.1% |
| $OKE | ONEOK Inc | 53.3K | $4.7M | +12.4K | 11.2% |
| $LMT | Lockheed Martin Corporation | 6.11K | $3.8M | -17 | 9.0% |
| $KMI | Kinder Morgan Inc | 98.5K | $3.25M | +12.1K | 7.7% |
| $LOW | Lowe's Companies Inc | 6.8K | $1.57M | -359 | 3.7% |
| $QCOM | QUALCOMM Incorporated | 11.6K | $1.47M | +5.06K | 3.5% |
| $HONA | Honeywell Aerospace Inc | 2 | $1.43M | +0 | 3.4% |
| $TRMB | Trimble Inc | 18.2K | $1.19M | +6.11K | 2.8% |
| $HD | Home Depot Inc | 3.19K | $1.03M | -64 | 2.4% |
…and 10 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.