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Disclosery

Merewether Investment Management, LP: LECO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Merewether Investment Management, LP on LECO, newest first. How the timeline and the estimate are built.

Merewether Investment Management, LP held 189,326 LECO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 189,326 shares
    Change vs previous 13F +95,818 shares

    0.95% of the 13F portfolio, value $50,267,946.

    13F-HR 0001420506-26-001816 filed by Merewether Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 93,508 shares
    Change vs previous 13F -1,292 shares

    0.45% of the 13F portfolio, value $23,290,973.

    13F-HR 0001420506-26-001143 filed by Merewether Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 94,800 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $22,717,872.

    13F-HR 0001420506-26-000568 filed by Merewether Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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