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.
Marnell Management LLC (CIK 1852314) reported $260.4M across 65 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($58.9M, 22.63%), SBLK ($12.9M, 4.95%), CNR ($10.3M, 3.96%), DHT ($9.0M, 3.44%), WULF ($8.0M, 3.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $58.9M | 22.63% | 80,000 | Added |
| 2 | SBLK | STAR BULK CARRIERS CORP. | $12.9M | 4.95% | 515,698 | Added |
| 3 | CNR | CORE NATURAL RESOURCES INC | $10.3M | 3.96% | 128,778 | Added |
| 4 | DHT | DHT HOLDINGS INC | $9.0M | 3.44% | 541,871 | Added |
| 5 | WULF | TERAWULF INC | $8.0M | 3.08% | 324,991 | Trimmed |
| 6 | TRMD | TORM PLC | $6.9M | 2.63% | 262,876 | Trimmed |
| 7 | TDW | TIDEWATER INC NEW | $6.6M | 2.52% | 98,490 | Added |
| 8 | HCC | WARRIOR MET COAL INC | $6.5M | 2.48% | 79,511 | Added |
| 9 | VNO | VORNADO RLTY TR | $6.1M | 2.36% | 156,292 | Added |
| 10 | GTX | GARRETT MOTION INC | $5.9M | 2.28% | 163,713 | Trimmed |
| 11 | FCNCA | FIRST CTZNS BANCSHARES INC D | $5.9M | 2.26% | 2,829 | Added |
| 12 | DEI | DOUGLAS EMMETT INC | $5.9M | 2.25% | 497,133 | Added |
| 13 | TLN | TALEN ENERGY CORP | $5.6M | 2.15% | 14,551 | Added |
| 14 | JBGS | JBG SMITH PPTYS | $5.6M | 2.15% | 381,619 | Trimmed |
| 15 | COMP | COMPASS INC | $5.2M | 2.00% | 423,302 | Added |
| 16 | SATS | ECHOSTAR CORP | $5.1M | 1.96% | 50,359 | Added |
| 17 | ECO | OKEANIS ECO TANKERS COR | $4.8M | 1.85% | 96,294 | Added |
| 18 | NMM | NAVIOS MARITIME PARTNERS LP | $4.7M | 1.82% | 67,593 | Added |
| 19 | ALX | ALEXANDERS INC | $4.7M | 1.80% | 16,991 | Added |
| 20 | CMBT | CMB.TECH NV | $4.4M | 1.67% | 311,109 | Added |
| 21 | SHW | SHERWIN WILLIAMS CO | $4.3M | 1.67% | 12,593 | Added |
| 22 | BORR | BORR DRILLING LTD | $3.8M | 1.46% | 922,914 | New |
| 23 | NXRT | NEXPOINT RESIDENTIAL TR INC | $3.7M | 1.41% | 131,406 | Trimmed |
| 24 | RIG | TRANSOCEAN LTD | $3.6M | 1.39% | 740,270 | Added |
| 25 | EXP | EAGLE MATLS INC | $3.4M | 1.30% | 15,039 | Added |
Source: SEC Form 13F filings · as of 2026-06-30