MEYER HANDELMAN CO
•CIK: 45319•Filing: Q4 2025
Meyer, Haneman & Co., led by the seasoned duo of Michael Meyer and Jonathan Haneman, is known for its concentrated, high-conviction approach, currently managing $3.2 billion in assets with a focus on technology and financials. The fund recently added RGLD, SOLS, and Q to its portfolio, while significantly cutting BAX and CI, reflecting its dynamic strategy in response to market conditions.
Total AUM
$3.2B
QoQ Performance
+1.0%
Positions
211
Top 10 Concentration
34.5%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
MSFT7.2%
AAPL4.8%
IBM3.3%
JPM3.1%
GOOG3.0%
TT2.8%
MCK2.7%
WMT2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other33.2%
Technology25.9%
Healthcare9.5%
Industrial8.7%
Consumer7.7%
Financial7.3%
Energy3.1%
Consumer Staples2.3%
🚪 Exited Positionssold since Q3 2025
+12 more exited positions
Changes from Q3 2025
NEW3 new positions
↑38 increased
↓100 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023