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Portfolio (Quarterly) Guide ↗

Marnell Management LLC

· CIK 0001852314
13F Portfolio $260M AUM 69 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 37 Added 18 Reduced 10 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BORR DRILLING LTD 922,914.0 $3.8M 1.46% NEW $4.13
2 SATS CALL ECHOSTAR CORP Technology 15,000.0 $1.5M 0.58% NEW $101.50 -14.3%
3 GALAXY DIGITAL INC. 54,342.0 $1.5M 0.57% NEW $27.34
4 VST VISTRA CORP Utilities 8,542.0 $1.4M 0.52% NEW $158.63 -5.9%
5 NVR NVR INC Consumer Cyclical 162.0 $1.1M 0.42% NEW $6813.40 -7.6%
6 OFFICE PPTYS INCOME TR 50,892.0 $865K 0.33% NEW $17.00
7 FRMI FERMI INC Utilities 71,965.0 $659K 0.25% NEW $9.16 -44.1%

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
Energy 34.3%
Industrials 15.9%
Real Estate 15.3%
Financial Services 9.8%
Basic Materials 8.3%
Technology 6.2%
Consumer Cyclical 5.8%
Utilities 4.5%