Marnell Management LLC — 13F holdings

Marnell Management LLC reported 69 holdings worth $260M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

  1. QQQ Invesco Qqq Tr — $58.9M (22.6%)
  2. SBLK STAR BULK CARRIERS CORP. — $12.9M (4.9%)
  3. CNR CORE NATURAL RESOURCES INC — $10.3M (4.0%)
  4. DHT DHT HOLDINGS INC — $8.96M (3.4%)
  5. WULF TERAWULF INC — $8.03M (3.1%)
  6. TRMD TORM PLC — $6.85M (2.6%)
  7. TDW TIDEWATER INC NEW — $6.56M (2.5%)
  8. HCC WARRIOR MET COAL INC — $6.45M (2.5%)
  9. VNO VORNADO RLTY TR — $6.14M (2.4%)
  10. GTX GARRETT MOTION INC — $5.93M (2.3%)