DSC Meridian Capital LP
Net buyer this quarter
$427M
9
+$61.2M
50.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AERO | $51.3M | 12.02% | 0.20% | Not reported | Q4 2025 |
 AZUL | $49.2M | 11.52% | 0.59% | New | Q2 2026 |
 CORZ | $48.8M | 11.41% | 0.60% | -16.5% | Q1 2025 |
 VST | $23.4M | 5.48% | 0.04% | +48.7% | Q3 2024 |
| EA | $13.2M | 3.08% | Not reported | +210.3% | Q1 2026 |
 TECK | $11.7M | 2.75% | Not reported | -0.1% | Q4 2023 |
 RKT | $10.4M | 2.42% | Not reported | -0.3% | Q2 2025 |
 CZR | $4.98M | 1.17% | 0.08% | New | Q2 2026 |
 GTN | $3.73M | 0.87% | 1.07% | Not reported | Q3 2025 |
| Q1 2026 | |||||
| AERO | $40M | 12.29% | 0.20% | +12.0% | Q4 2025 |
| CORZ | $34.1M | 10.49% | 0.72% | Not reported | Q1 2025 |
| VST | $14.9M | 4.59% | 0.03% | Not reported | Q3 2024 |
| TECK | $10.2M | 3.14% | Not reported | -33.6% | Q4 2023 |
| RKT | $9.4M | 2.89% | Not reported | Not reported | Q2 2025 |
| EA | $4.22M | 1.30% | Not reported | New | Q1 2026 |
| GTN | $4.08M | 1.25% | 1.07% | Not reported | Q3 2025 |
| Q4 2025 | |||||
| AERO | $55.9M | 14.71% | 0.17% | New | Q4 2025 |
| CORZ | $33.2M | 8.73% | 0.73% | Not reported | Q1 2025 |
| VST | $16M | 4.22% | 0.03% | -26.1% | Q3 2024 |
| TECK | $14.2M | 3.75% | Not reported | -42.9% | Q4 2023 |
| RKT | $12.8M | 3.36% | Not reported | Not reported | Q2 2025 |
 EXK | $8.36M | 2.20% | 0.03% | New | Q4 2025 |
| GTN | $4.55M | 1.20% | 1.07% | Not reported | Q3 2025 |
| Q3 2025 | |||||
| CORZ | $40.9M | 8.30% | 0.74% | +150.6% | Q1 2025 |
| VST | $26.3M | 5.34% | 0.04% | Not reported | Q3 2024 |
| COOP | $22.9M | 4.65% | Not reported | +988.5% | Q2 2025 |
| TECK | $22.9M | 4.64% | Not reported | Not reported | Q4 2023 |
 TLN | $10.9M | 2.22% | 0.06% | Not reported | Q3 2024 |
 ELME | $9.16M | 1.86% | 0.62% | New | Q3 2025 |
| GTN | $5.43M | 1.10% | 1.07% | New | Q3 2025 |