What smart money is saying about Mayville Engineering Company, Inc.
2 funds in our archive have pitched Mayville Engineering Company, Inc. — most recently Granahan Investment Management Microcap Growth Strategy in June 2026.
Mayville Engineering Company, Inc., together with its subsidiaries, engages in the production, design, prototyping and tooling, fabrication, aluminum extrusion, coating, and assembling of aftermarket components in the United States. It supplies engineered components to original equipment manufacturers. The company serves heavy and medium duty commercial vehicles, construction and access equipment, powersports, data center and critical power, agriculture, military, and other end markets. Mayville Engineering Company, Inc. was founded in 1945 and is headquartered in Milwaukee, Wisconsin.
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Position history
Between Q3 2025 and Q2 2026, 2 fund letters reported a position in Mayville Engineering Company, Inc. — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 1 | 1 |
| Q3 2025 | 0 | 0 | 0 | 1 |
Fund activity · 2 positions · 1 move
- June 2026
“Mayville Engineering (Industrials, Special Situation) Mayville Engineering contributed as investors responded to tangible evidence of the operational inflection that had been central to the investment thesis.”
60 more words on why — unlock Granahan Investment Management Microcap Growth Strategy’s full commentMayville Engineering Company, Inc. - June 2026
“Mayville Engineering Company (MEC) Mayville Engineering, the Wisconsin-based metal fabrication and manufacturing solutions provider, was the portfolio's largest contributor as shares gained approximately 109% during the quarter. The company's trucking, agriculture, and military end markets began to inflect at the same time as investors rediscovered domestic manufacturing capacity as a scarce asset and management moved into data center rack fabrication. With the stock more than doubling, we trimmed the position in stages during the quarter, consistent with our sizing discipline in names that have run sharply.”
Mayville Engineering Company, Inc.
Fund coverage · 2 theses
Mayville Engineering is benefiting from an operational inflection and a strategic acquisition that expands exposure to data-center infrastructure and improves normalized earnings power.
Read the full thesis- Royce InvestSeptember 2025
Mayville Engineering is transitioning from cyclical heavy vehicle manufacturing to higher-margin data center infrastructure, supported by lean operations and a focus on domestic sourcing, aiming for significant sales growth in 2026.
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