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Disclosery

Covalent Partners LLC: MCS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Covalent Partners LLC on MCS, newest first. How the timeline and the estimate are built.

Covalent Partners LLC held 50,000 MCS shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 50,000 shares
    Change vs previous 13F 0 shares

    6.04% of the 13F portfolio, value $858,500.

    13F-HR 0001531611-26-000004 filed by Covalent Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 50,000 shares
    Change vs previous 13F -117,000 shares

    6.78% of the 13F portfolio, value $775,500.

    13F-HR 0001531611-26-000003 filed by Covalent Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 167,000 shares
    Change vs previous 13F 0 shares

    12.63% of the 13F portfolio, value $2,590,170.

    13F-HR 0001531611-25-000005 filed by Covalent Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 167,000 shares
    Change vs previous 13F +58,000 shares

    19.86% of the 13F portfolio, value $2,815,620.

    13F-HR 0001531611-25-000004 filed by Covalent Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 109,000 shares
    Change vs previous 13F +29,000 shares

    13.84% of the 13F portfolio, value $1,819,210.

    13F-HR 0001531611-25-000002 filed by Covalent Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 80,000 shares
    Change vs previous 13F not available

    11.96% of the 13F portfolio, value $1,720,000.

    13F-HR 0001531611-25-000001 filed by Covalent Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).