Long-term investor

Merrithew & Thorsten Inc. @merrithewthorsteninc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002107460).

Record

• Tracked since 2025-12-31 (311 days), 158 trades recorded
• Returns: week n/a · month n/a · 90 days n/a · 6 months +26.9% · 1 year n/a · all +26.9%
• Max drawdown n/a · data quality Good
• Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

• 922908363 · 26.8% · long · since 2025-12-31
• 46090E103 · 19.4% · long · since 2026-03-31
• PTY · 14.1% · long · since 2025-12-31
• AAPL · 11.3% · long · since 2025-12-31
• 92204A108 · 6.4% · long · since 2025-12-31
• 92204A207 · 5.4% · long · since 2025-12-31
• PLD · 5.3% · long · since 2025-12-31
• O · 1.9% · long · since 2025-12-31
• GOOGL · 1.8% · long · since 2025-12-31
• ORCL · 1.8% · long · since 2025-12-31
• 02079K107 · 1.5% · long · since 2025-12-31
• 149123101 · 1.2% · long · since 2025-12-31

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