SEC 13F Intelligence

Westerly Capital Management, LLC / MTRX

Westerly Capital Management, LLC’s Matrix Svc Co Position

Does Westerly Capital Management, LLC own Matrix Svc Co (MTRX)? Yes965.0K shares worth $11M (+3.01% of its 13F portfolio) as of Q1 2026, down from 988.0K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
965.0K
% of Portfolio
+3.01%
Quarters Held
14
currently held

Position History MTRX

Reported value by quarter
Q4 ’22: $2MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ2 ’23Q3 ’23: $7MQ4 ’23: $6MQ4 ’23Q1 ’24: $11MQ2 ’24: $11MQ2 ’24Q3 ’24: $13MQ4 ’24: $14MQ4 ’24Q1 ’25: $13MQ2 ’25: $11MQ2 ’25Q3 ’25: $14MQ4 ’25: $12MQ4 ’25Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026965.0K$11M+3.01%
Q4 2025988.0K$12M+2.54%
Q3 20251.10M$14M+4.51%
Q2 2025820.0K$11M+4.11%
Q1 20251.02M$13M+5.47%
Q4 20241.15M$14M+6.36%
Q3 20241.10M$13M+7.13%
Q2 20241.08M$11M+5.34%
Q1 2024880.0K$11M+4.35%
Q4 2023650.0K$6M+3.14%
Q3 2023570.0K$7M+4.74%
Q2 2023470.0K$3M+1.46%
Q1 2023510.0K$3M+1.97%
Q4 2022280.0K$2M+1.37%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Westerly Capital Management, LLC’s full portfolio or all institutional holders of MTRX.