Marnell Management
Marnell Management reported 65 stocks worth $197M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are SBLK (6.5%), CNR (5.2%) and DHT (4.5%). Compared with Q1 2026, the fund opened new positions in BORR, GLXY and VST, added to SBLK, CNR and DHT, trimmed WULF, GTX and JBGS and sold out of SEG, CE and OLN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SBLK Star Bulk Carriers Corp. | $12.9M | 6.5% | 516K | +85K (+20%) | 3 of 3 | |
| 2 |  CNR Core Natural Resources Inc | $10.3M | 5.2% | 129K | +55K (+74%) | 3 of 3 | |
| 3 |  DHT Dht Holdings Inc F | $9M | 4.5% | 542K | +466K (+618%) | 3 of 3 | |
| 4 |  WULF Terawulf Inc | $8M | 4.1% | 325K | −362K (−53%) | 3 of 3 | |
| 5 |  TRMD Torm PLC | $6.9M | 3.5% | 263K | +15K (+6%) | 3 of 3 | |
| 6 |  TDW Tidewater Inc New | $6.6M | 3.3% | 98K | +43K (+79%) | 3 of 3 | |
| 7 |  HCC Warrior Met Coal Inc | $6.5M | 3.3% | 80K | +24K (+42%) | 3 of 3 | |
| 8 |  VNO Vornado Rlty TR | $6.1M | 3.1% | 156K | +14K (+10%) | 3 of 3 | |
| 9 |  GTX Garrett Motion Inc | $5.9M | 3.0% | 164K | −18K (−10%) | 3 of 3 | |
| 10 |  FCNCA First Ctzns Bancshares Inc N | $5.9M | 3.0% | 2,829 | +330 (+13%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Options
valued at the underlying shares
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Marnell Management 13F FAQ
What does Marnell Management own?
Marnell Management reported 65 stocks worth $197M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are SBLK (6.5%), CNR (5.2%) and DHT (4.5%). The table above lists every position in the filing (the top 10 without an account).
What did Marnell Management buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 36 added to, 17 trimmed and 5 sold out. New positions include BORR, GLXY and VST. It sold all of SEG, CE and OLN.
When will Marnell Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Marnell Management's portfolio worth?
The Q2 2026 filing reports $197M in US stocks ($260M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.