Institutions / Marnell Management LLC

Marnell Management LLC

CIK 1852314 · Institution · as of Dec 31, 2025
Portfolio value
$131.46M
Positions
57
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 57 →
CompanyClassValueShares% of portfolio
Star Bulk Carriers Corp.$6.94M361,1915.3%
JBG SMITH Properties$6.56M385,4635.0%
Warrior Met Coal, Inc.$6.54M74,1845.0%
Terawulf Inc.$6.50M565,9284.9%
Core Natural Resources, Inc.$6.03M68,1434.6%
International Seaways, Inc.$6.01M123,8274.6%
NexPoint Residential Trust, Inc.$5.22M173,4384.0%
Genco Shipping & Trading Ltd$5.18M281,2463.9%
Navios Maritime Partners L P$5.03M95,8843.8%
Torm PLC$4.81M245,9023.7%
Tidewater Inc$4.52M89,5463.4%
First Citizens Bancshares Inc /De$4.52M2,1053.4%
Century Aluminum Co$4.19M107,0563.2%
Garrett Motion Inc.GTXCommon Stock$3.94M225,9713.0%
Ardmore Shipping Corp$3.88M366,1412.9%
Nebius Group N.V.$3.71M44,2762.8%
Hut 8 Corp.$3.49M75,9422.7%
Core Scientific, Inc./tx$3.23M221,8722.5%
Sherwin Williams Co$2.87M8,8642.2%
SPDR Gold Tr$2.66M6,7002.0%
Alexanders IncALXREIT$2.62M12,0402.0%
Frontline PLC$2.39M109,3191.8%
Talen Energy Corp$2.16M5,7601.6%
Hafnia Ltd$2.15M404,3061.6%
Eagle Materials Inc$1.87M9,0501.4%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.