StockDriftsStockDriftsTop 50 Marnell Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SBLK | STAR BULK CARRIERS CORP. | 6.55% | 515.7K | $12.9M | +19.85%(+85.42K) | $19.96(+39.75%) | 2026-06-30 | |
| CNR | CORE NATURAL RESOURCES INC | 5.24% | 128.8K | $10.3M | +74.06%(+54.79K) | $90.35(+5.09%) | 2026-06-30 | |
| DHT | DHT HOLDINGS INC | 4.55% | 541.9K | $9.0M | +618.34%(+466.44K) | $16.51(+13.36%) | 2026-06-30 | |
| WULF | TERAWULF INC | 4.08% | 325.0K | $8.0M | -52.68%(-361.77K) | $11.72(+46.67%) | 2026-06-30 | |
| TRMD | TORM PLC | 3.48% | 262.9K | $6.9M | +6.10%(+15.11K) | $20.51(+41.27%) | 2026-06-30 | |
| TDW | TIDEWATER INC NEW | 3.34% | 98.5K | $6.6M | +78.68%(+43.37K) | $61.76(+48.34%) | 2026-06-30 | |
| HCC | WARRIOR MET COAL INC | 3.28% | 79.5K | $6.5M | +42.20%(+23.60K) | $79.40(+21.81%) | 2026-06-30 | |
| VNO | VORNADO RLTY TR | 3.12% | 156.3K | $6.1M | +9.61%(+13.70K) | $30.44(+28.86%) | 2026-06-30 | |
| GTX | GARRETT MOTION INC | 3.02% | 163.7K | $5.9M | -9.98%(-18.15K) | $15.53(+88.99%) | 2026-06-30 | |
| FCNCA | FIRST CTZNS BANCSHARES INC D | 2.99% | 2.8K | $5.9M | +13.21%(+330) | $1973.88(+15.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +40.20% |
| Top 20 Holdings Unweighted | — | — | — | — | +42.62% |
Marnell Management LLC reports $260.35M in US-listed equity holdings across 65 positions in its most recent 13F filing. Its largest disclosed positions are SBLK (6.5%), CNR (5.2%) and DHT (4.5%). The top 20 holdings account for 64.56% of reported assets. Its disclosed equity book has returned +40.20% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Marnell Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1852314). View Marnell Management LLC’s 13F filings on SEC