Mayville Engineering Company, Inc.

• RA Rewey Asset Management Third Quarter ↗ RAM attributes equity-market weakness to higher Treasury yields following the Iran conflict’s effect on oil and inflation expectations, while arguing that hyperscaler borrowing and data-center construction will sustain upward pressure on long-term rates. The portfolio added five positions and sold two, with new Mayville Engineering exposure based on debt reduction, recovering end markets and data-center equipment demand. 3Q26 MEC $384MAMZN $2.7TGOOGL $4.3T +5
• RA Rewey Asset Management Fourth Quarter ↗ RAM SMID added three positions, retained Cadence Bank and Hologic through their pending acquisitions, and modestly trimmed Mayville Engineering after its rally. The portfolio argues that neglected small and mid-cap value shares could benefit from economic resilience, lower rates and investor rotation away from richly valued large-cap technology, while Donnelley Financial Solutions offers a software-transition opportunity. 4Q25 DFIN $1.3BLAKE $92MMEC $384M

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