Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MARINER INVESTMENT GROUP LLC (CIK 1096978) reported $345.9M across 43 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IBIT ($120.2M, 34.76%), BABA ($34.7M, 10.04%), FLR ($31.0M, 8.96%), GPN ($22.1M, 6.38%), SNOW ($17.7M, 5.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IBIT | ISHARES BITCOIN TRUST ETF | $120.2M | 34.76% | 3.1M | Added |
| 2 | BABA | ALIBABA GROUP HLDG LTD | $34.7M | 10.04% | 25.0M | Added |
| 3 | FLR | FLUOR CORP | $31.0M | 8.96% | 25.1M | Added |
| 4 | GPN | GLOBAL PMTS INC | $22.1M | 6.38% | 25.0M | New |
| 5 | SNOW | SNOWFLAKE INC | $17.7M | 5.13% | 15.0M | Added |
| 6 | RITM | RITHM CAPITAL CORP | $12.6M | 3.65% | 1.3M | Added |
| 7 | ON | ON SEMICONDUCTOR CORP | $12.2M | 3.54% | 12.5M | Added |
| 8 | LYV | LIVE NATION ENTERTAINMENT IN | $7.6M | 2.20% | 5.0M | Hold |
| 9 | FOUR | SHIFT4 PMTS INC | $7.0M | 2.02% | 470,000 | Added |
| 10 | SHY | ISHARES TR | $6.3M | 1.81% | 75,817 | Added |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $5.8M | 1.68% | 1.4M | Added |
| 12 | LYV | LIVE NATION ENTERTAINMENT IN | $5.4M | 1.56% | 5.0M | Hold |
| 13 | CIM | CHIMERA INVT CORP | $4.8M | 1.37% | 378,899 | Added |
| 14 | ETR | ENTERGY CORP NEW | $4.5M | 1.30% | 40,000 | Trimmed |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | $4.1M | 1.20% | 52,321 | New |
| 16 | WMB | WILLIAMS COS INC | $3.4M | 0.99% | 95,000 | Trimmed |
| 17 | RWT | REDWOOD TRUST INC | $3.1M | 0.89% | 550,361 | Trimmed |
| 18 | CAT | CATERPILLAR INC | $2.7M | 0.79% | 8,800 | Trimmed |
| 19 | GRUPO AEROMEXICO SAB DE CV | $2.4M | 0.69% | 169,280 | Hold | |
| 20 | PMT | PENNYMAC MTG INVT TR | $2.1M | 0.61% | 180,000 | New |
| 21 | MFA | MFA FINL INC | $2.0M | 0.58% | 210,000 | New |
| 22 | MTZ | MASTEC INC | $1.9M | 0.56% | 6,000 | Trimmed |
| 23 | RWT-PA | REDWOOD TRUST INC | $1.8M | 0.53% | 1.8M | Hold |
| 24 | RDFN | REDFIN CORP | $1.6M | 0.46% | 1.6M | Hold |
| 25 | LECO | LINCOLN ELEC HLDGS INC | $1.5M | 0.43% | 6,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31