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MEC Mayville Engineering Co. Inc.

Industrials, filed as MAYVILLE ENGR CO INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 2 Owners
  • Max 0.0%
  • $16M
  • 1 new 1 reduce

In 2026 Q2 Polen Capital Management opened a position in Mayville Engineering, while First Eagle Investment Management trimmed.

Who owns this now

Largest portfolio weights among holders, up to 0.0% (First Eagle Investment Management). Not free-float ownership.

  1. First Eagle Investment Manage... Reduce 0.02%
  2. Polen Capital Management New 0.02%

Who owns MEC

Sorted by value, long equity only, as of 2026 Q2.

History
First Eagle Investment Management 0.02% Reduce −8.5% 369,575 $14M History
Polen Capital Management 0.02% New 0.02% 61,827 $2.3M History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by MEC's executives, directors and 10% owners in the last 12 months, from their Form 4s

All MEC insider trades
  • None no insider bought on the open market
  • $1.6M sold by 4 insiders outside a trading plan
  • $1.7M sold by 1 insider under 10b5-1 plans
  1. Sean P Leuba SVP, GC & Secretary
    Sale
    $327K 12,855 shares at $25.44 66% of stake
    Traded Aug 6 Filed Aug 7
  2. Jagadeesh A Reddy CEO
    Planned sale
    $550K 15,688 shares at $35.05 11% of stake
    Traded Jun 11 Filed Jun 12
  3. Jagadeesh A Reddy CEO
    Planned sale
    $46K 1,300 shares at $35.01 0.9% of stake
    Traded Jun 8 Filed Jun 10
  4. Jagadeesh A Reddy CEO
    Planned sale
    $519K 17,294 shares at $30.00 11% of stake
    Traded Jun 1 Filed Jun 3
  5. Ryan F Raber EVP - Strategy, Sales & Mktg
    Sale
    $520K 20,000 shares at $26.00 19% of stake
    Traded May 26 Filed May 27
  6. Craig D Nichols SVP, Operations & Supply Chain
    Sale
    $93K 4,000 shares at $23.24 97% of stake
    Traded May 21 Filed May 26
  7. Jagadeesh A Reddy CEO
    Planned sale
    $565K 21,796 shares at $25.93 12% of stake
    Traded May 7 Filed May 11
  8. Sean P Leuba GC & Secretary
    Sale
    $176K 9,198 shares at $19.15
    Traded Mar 5 Filed Mar 9
  9. Steven L Fisher Director
    Sale
    $191K 10,000 shares at $19.11 25% of stake
    Traded Dec 11, 2025 Filed Dec 15, 2025
  10. Ryan F Raber EVP - Strategy, Sales & Mktg
    Sale
    $250K 15,000 shares at $16.68 14% of stake
    Traded Nov 25, 2025 Filed Nov 26, 2025

Also filed in the last 12 months, not counted as buying or selling: 16 option exercises, 5 share withholdings for taxes, 1 stock grant, and 1 gift.

SEC filings

Recent issuer filings from EDGAR, 17 shown.

Filed Form Detail Links
SCHEDULE 13G —
10-Q
8-K 2.02,9.01
SCHEDULE 13G/A —
SCHEDULE 13G —
8-K 1.01,7.01,9.01
424B5
424B5
10-Q
8-K 2.02,9.01
8-K 5.07
DEF 14A
10-K
8-K 2.02,9.01
8-K 1.01,2.03,9.01
SCHEDULE 13G/A —
SCHEDULE 13G/A —

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $588.42M $581.6M $546.49M
Gross profit * $69.7M $71.1M $54.01M
Gross margin * 11.8% 12.2% 9.9%
Net income $7.84M $25.97M -$8.11M
Net margin * 1.3% 4.5% -1.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $134.62M $112.94M $128.41M
Total non-current assets * $362.04M $332.63M $435.23M
Total assets $496.66M $445.57M $563.64M
Total current liabilities $71.71M $64.59M $74.77M
Total non-current liabilities * $194.97M $129.22M $248.13M
Total equity $229.98M $251.75M $240.74M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $40.36M $89.81M $38.56M
Cash from investing -$104.13M -$11.71M -$151.53M
Cash from financing $64.31M -$78.56M $114.26M
Net change in cash $0.545M -$0.466M $1.3M

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.