13F Filings History of DSC Meridian Capital LP

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$241,772,155
Signature - Title
David Gulkowitz - CCO/COO/CFO
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by DSC Meridian Capital LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. DSC Meridian Capital LP reported 12 stock holdings with total value $241,772,155 as of Q4 2025. Top holdings included AERO, CORZ, USHY, BKLN, and SUNRUN INC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 12 $241,772,155 +$102,734,385 -$76,320,138 +$26,414,247 AERO, CORZ, USHY, BKLN, SUNRUN INC 13F-HR 17 Feb 2026, 12:32
Q3 2025 11 $225,426,921 +$112,112,474 -$82,479,781 +$29,632,693 BKLN, CORZ, VST, COOP, TECK 13F-HR 14 Nov 2025, 10:33
Q2 2025 13 $182,575,449 +$52,083,824 -$20,987,478 +$31,096,346 USHY, VST, BKLN, K, CORZ 13F-HR 14 Aug 2025, 15:09
Q1 2025 9 $123,497,000 +$52,208,156 -$72,573,031 -$20,364,875 USHY, BKLN, WAYFAIR INC, VST, HYG 13F-HR 15 May 2025, 12:00
Q4 2024 14 $150,436,000 +$43,907,168 -$28,306,781 +$15,600,387 BKLN, VCLT, USHY, UPSTART HOLDINGS INC, VST 13F-HR 07 Feb 2025, 17:02
Q3 2024 16 $136,646,000 +$42,202,225 -$49,688,999 -$7,486,774 USHY, VCLT, TLT, UPSTART HOLDINGS INC, BKLN 13F-HR 13 Nov 2024, 11:28
Q2 2024 12 $138,985,000 +$53,075,376 -$50,578,527 +$2,496,849 USHY, TLT, VCLT, BKLN, NCL CORP LTD 13F-HR 14 Aug 2024, 10:46
Q1 2024 8 $137,968,000 +$48,833,336 -$53,694,750 -$4,861,414 SOLAREDGE TECHNOLOGIES INC, TLT, VCLT, NCL CORP LTD, BKLN Restatement 14 May 2024, 13:40
Q4 2023 10 $142,170,000 $0 $0 $0 VCLT, BKLN, NCL CORP LTD, TLT, TECK 13F-HR 13 Feb 2024, 15:43