Mayville Engineering Co (MEC)

• Market cap: $311M
• 1 day: -3.46%
• 5 days: -1.37%
• 1 month: -7.09%
• 3 months: -9.00%
• 6 months: -21.31%
• Year to date: -3.02%
• 1 year: 29.69%
• 5 years: 97.25%
• 10 years: -8.50%
• Sector: Consumer Discretionary
• Industry: Metal Forgings & Stampings

About: Mayville Engineering Co Inc is involved in a manufacturing partner that provides a broad range of prototyping and tooling, production fabrication, coating, assembly, and aftermarket components. Its customers operate in diverse end markets, including heavy- and medium-duty commercial vehicles, construction, power sports, agriculture, military, and other end markets. Its services comprise stamping, shearing, fiber laser cutting, forming, drilling, tapping, grinding, tube bending, machining, welding, assembly and logistic services.

Employees: 2,500

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

166% more call options, than puts

Call options by funds: $255K | Put options by funds: $96K

80% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 25

3.64% more ownership

Funds ownership: 56.7% [Q3] → 60.34% (+3.64%) [Q4]

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

4% less funds holding

Funds holding: 116 [Q3] → 111 (-5) [Q4]

20% less capital invested

Capital invested by funds: $246M [Q3] → $198M (-$48.6M) [Q4]