MVM Partners, LLC

Fundamental diversified ★Signal CIK 1947083
Long book
$10.8M
Q1 2026
Positions
1
Top-10 weight
100%
concentration
Last quarter
Turnover
0%
of book per quarter

Strategy in plain words

auto-generated from filings

MVM Partners, LLC is a diversified fundamental manager, running a $10.8M US long book across 1 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: MDXHEALTH.

We rate its filings as signal-bearing: position changes reflect genuine views.

Sector allocation

Other
100%

Long book by quarter

$167.1M
Q1 2024
$99.9M
Q2 2024
$91.7M
Q3 2024
$124.4M
Q4 2024
$78.9M
Q1 2025
$10.3M
Q2 2025
$21.8M
Q3 2025
$16.8M
Q4 2025
$10.8M
Q1 2026

What does MVM Partners, own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
O6C1 MDXHEALTH4.7M$10.8M100.0%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 20261$10.8M canonicalSEC ↗
Q4 202513F-HRFeb 17, 20261$16.8M canonicalSEC ↗
Q3 202513F-HRNov 14, 20251$21.8M canonicalSEC ↗
Q2 202513F-HRAug 14, 20251$10.3M canonicalSEC ↗
Q1 202513F-HRMay 15, 20253$78.9M canonicalSEC ↗
Q4 202413F-HRFeb 14, 20253$124.4M canonicalSEC ↗
Q3 202413F-HRNov 1, 20243$91.7M canonicalSEC ↗
Q2 202413F-HRJul 25, 20243$99.9M canonicalSEC ↗
Q1 202413F-HRMay 14, 20243$167.1M canonicalSEC ↗