Mayville Engineering Company, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Mayville Engineering Company, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Largest filed tie
13.60%
of MEC revenue · Paccar
Last report1 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Mayville Engineering Company, Inc., together with its subsidiaries, operates as a contract manufacturer that serves the heavy and medium duty commercial vehicle, construction and access equipment, powersports, agriculture, military, and other end markets in the United States. The company provides a range of prototyping and tooling, production fabrication, coating, assembly, and aftermarket components. It also supplies engineered components to original equipment manufacturers. The company was founded in 1945 and is headquartered in Mayville, Wisconsin.
Mayville Engineering Company, Inc., together with its subsidiaries, operates as a contract manufacturer that serves the heavy and medium duty commercial vehicle, construction and access equipment, powersports, agriculture, military, and other end markets in the United States. The company provides a range of prototyping and tooling, production fabrication, coating, assembly, and aftermarket components. It also supplies engineered components to original equipment manufacturers. The company was founded in 1945 and is headquartered in Mayville, Wisconsin.
No other changes.
No other changes.
No thesis.
Annual filing, covered
10-K parsed · Mar 4 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Mar 4 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Same SIC code · 3
Same SEC industry code: Materion Corp, Trimas Corp and Park Ohio Holdings Corp; of Mayville Engineering Company, Inc.'s 6 closest co-movers, none share that code.
Same SIC code · 3
Same SEC industry code: Materion Corp, Trimas Corp and Park Ohio Holdings Corp; of Mayville Engineering Company, Inc.'s 6 closest co-movers, none share that code.
Mayville Engineering Company, Inc.
14.98
−8.04%
vs ±16.8% implied · ×0.48
shaded = implied · ▲▼ = realized
—
| Manager | Value | % base | |
|---|---|---|---|
| Portolan | $48.7M | 5.97% | +58.23% |
| FMR | $48.0M | 5.88% | +29943.89% |
| BlackRockindex-like | $44.3M | 5.43% | +34.20% |
| Allspring Global | $37.8M | 4.63% | −46.36% |
| Driehaus | $31.7M | 3.89% | new |
| Manager | Value | % base | |
|---|---|---|---|
| Portolan | $48.7M | 5.97% | +58.23% |
| FMR | $48.0M | 5.88% | +29943.89% |
| BlackRockindex-like | $44.3M | 5.43% | +34.20% |
| Allspring Global | $37.8M | 4.63% | −46.36% |
| Driehaus | $31.7M | 3.89% | new |
Bull1
Bear1
Expected move
Inputs8Q avg ±7.9%·×0.26·cheap
straddle ±13.3%
spot 15.02exp Nov 20ATM strike 15ATM straddle 2.35IV 82%