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Portfolio (Quarterly) Guide ↗

MARINER INVESTMENT GROUP LLC

· CIK 0001096978
13F Portfolio $463M AUM 124 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 124 New
Page 4 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DOW PUT DOW HLDGS INC Basic Materials 268,500.0 $621K 0.13% NEW $2.31 +1204.6%
62 CIFR CIPHER DIGITAL INC Financial Services 25,000.0 $612K 0.13% NEW $24.50 -33.4%
63 PWR CALL QUANTA SVCS INC Industrials 30,000.0 $608K 0.13% NEW $20.25 +2881.6%
64 ON SEMICONDUCTOR CORP 500,000.0 $604K 0.13% NEW $1.21
65 CSCO CISCO SYS INC Technology 5,000.0 $587K 0.13% NEW $117.46 -5.4%
66 CCK CROWN HLDGS INC Consumer Cyclical 5,000.0 $559K 0.12% NEW $111.82 +7.7%
67 AES AES CORP Utilities 35,000.0 $513K 0.11% NEW $14.66 +0.5%
68 SOLS CALL SOLSTICE ADVANCED MATLS INC Basic Materials 94,000.0 $503K 0.11% NEW $5.35 +938.1%
69 CRWV COREWEAVE INC Technology 5,000.0 $498K 0.11% NEW $99.54 -11.6%
70 HYG PUT ISHARES TR 1,900,000.0 $492K 0.11% NEW $0.26 +30763.4%
71 FLEX FLEX LTD Technology 3,000.0 $486K 0.10% NEW $162.07 -32.6%
72 WOLF WOLFSPEED INC Technology 10,000.0 $482K 0.10% NEW $48.25 -47.6%
73 XPRO EXPRO GROUP HOLDINGS NV Energy 30,000.0 $443K 0.10% NEW $14.77 +19.3%
74 IHRT IHEARTMEDIA INC Communication Services 102,064.0 $438K 0.10% NEW $4.29 -37.5%
75 BKLN PUT INVESCO EXCH TRADED FD TR II 1,423,200.0 $421K 0.09% NEW $0.30 +6830.8%
76 TWO HARBORS INVENTMENT CORPO 32,776.0 $407K 0.09% NEW $12.41
77 MCD MCDONALDS CORP Consumer Cyclical 1,500.0 $405K 0.09% NEW $270.31 -0.8%
78 MITT TPG MTG INVTS TR INC Real Estate 48,094.0 $381K 0.08% NEW $7.92 -15.2%
79 NE NOBLE CORP PLC Energy 10,000.0 $373K 0.08% NEW $37.30 +22.9%
80 TDS TELEPHONE & DATA SYS INC Communication Services 10,000.0 $370K 0.08% NEW $37.01 -8.6%
Page 4 of 7  ·  124 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 71.6%
Real Estate 11.3%
Industrials 5.6%
Technology 4.5%
Energy 3.2%
Consumer Cyclical 1.7%
Communication Services 0.9%
Utilities 0.7%
Consumer Defensive 0.4%
Basic Materials 0.1%