DOSSIER · 13F-HR · Q1 2026
Merk Investments LLC
Merk Investments's holding co. based in Omaha, NE — $368M in tracked AUM across 11 positions as of Q1 2026.
MI
Merk Investments·Omaha, NE·Holding Co.
CIK 0001302842 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Merk Investments LLC manages a highly concentrated, specialized portfolio totaling approximately $274.21 million as of the report date September 30, 2025. The firm's strategy is characterized by extreme conviction, with only 8 holdings in the portfolio. Despite the low number of positions, the portfolio experienced significant growth, increasing in value by 11.4% (from $246.09M in the previous quarter). This performance was driven both by asset appreciation an...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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