SEC 13F Intelligence

Covalent Partners LLC / MCS

Covalent Partners LLC’s Marcus Corp Del Position

Does Covalent Partners LLC own Marcus Corp Del (MCS)? Yes — 50.0K shares worth $858,500 (+4.89% of its 13F portfolio) as of Q1 2026.

Position Value
$858,500
Q1 2026
Shares
50.0K
% of Portfolio
+4.89%
Quarters Held
6
currently held

Position History MCS

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $775,500Q4 ’25Q1 ’26: $858,500Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202650.0K$858,500+4.89%
Q4 202550.0K$775,500+3.43%
Q3 2025167.0K$3M+9.76%
Q2 2025167.0K$3M+6.77%
Q1 2025109.0K$2M+9.00%
Q4 202480.0K$2M+6.30%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Covalent Partners LLC’s full portfolio or all institutional holders of MCS.