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Funds / Marnell Management LLC
Institutional Fund

Marnell Management LLC

Farmington Hills, MICIK 18523142 filings on record

Portfolio Value
$150.42M
Q1 2026
Holdings
64
Reported positions
New Buys
15
Opened this quarter
QoQ Change
+14.4%
from $131.46M

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Terawulf Inc6.6%
  • Star Bulk Carriers Corp.6.6%
  • Core Natural Resources Inc5.2%
  • Torm PLC4.6%
  • Jbg Smith Pptys4.4%
  • Warrior Met Coal Inc3.5%
  • Other69.2%

Portfolio Holdings

64 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Terawulf Inc686.8K$9.91M6.6%+120.8KAdded
2Star Bulk Carriers Corp.430.3K$9.88M6.6%+69.1KAdded
3Core Natural Resources Inc74.0K$7.75M5.2%+5.8KAdded
4Torm PLC247.8K$6.91M4.6%+1.9KAdded
5Jbg Smith Pptys451.9K$6.60M4.4%+66.4KAdded
6Warrior Met Coal Inc55.9K$5.21M3.5%18.3KReduced
7First Ctzns Bancshares Inc D2.5K$4.71M3.1%+394Added
8Tidewater Inc New55.1K$4.61M3.1%34.4KReduced
9Ardmore Shipping Corp299.4K$4.57M3.0%66.8KReduced
10Talen Energy Corp13.3K$4.23M2.8%+7.5KAdded

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