Marnell Management LLC
- SEC CIK
- 0001852314
- Latest filing
- Aug 13, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only.
- Positions
- 57
- No filing for Q3 2025
- Portfolio value
- $131.5M
- No filing for Q3 2025
Marnell Management LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SBLKStar Bulk Carriers Corp. | SHS PAR | 361,191 | $6.94M | 5.3% | – | – | History |
| JBGSJBG Smith Properties | COM | 385,463 | $6.56M | 5.0% | – | – | History |
| HCCWarrior Met Coal, Inc. | COM | 74,184 | $6.54M | 5.0% | – | – | History |
| WULFTerawulf Inc. | COM | 565,928 | $6.50M | 4.9% | – | – | History |
| CNRCore Natural Resources, Inc. | COM SHS | 68,143 | $6.03M | 4.6% | – | – | History |
| INSWInternational Seaways, Inc. | COM | 123,827 | $6.01M | 4.6% | – | – | History |
| NXRTNexPoint Residential Trust, Inc. | COM | 173,438 | $5.22M | 4.0% | – | – | History |
| GNKGenco Shipping & Trading Ltd | SHS | 281,246 | $5.18M | 3.9% | – | – | History |
| NMMNavios Maritime Partners L.P. | COM UNIT LPI | 95,884 | $5.03M | 3.8% | – | – | History |
| TRMDTORM plc | SHS CL A | 245,902 | $4.81M | 3.7% | – | – | History |
| TDWTidewater Inc | COM | 89,546 | $4.52M | 3.4% | – | – | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 2,105 | $4.52M | 3.4% | – | – | History |
| CENXCentury Aluminum Co | COM | 107,056 | $4.19M | 3.2% | – | – | History |
| GTXGarrett Motion Inc. | Stock | 225,971 | $3.94M | 3.0% | – | – | History |
| ASCArdmore Shipping Corp | COM | 366,141 | $3.88M | 2.9% | – | – | History |
| NBISNebius Group N.V. | Stock | 44,276 | $3.71M | 2.8% | – | – | History |
| HUTHut 8 Corp. | COM | 75,942 | $3.49M | 2.7% | – | – | History |
| CORZCore Scientific, Inc. | COM | 221,872 | $3.23M | 2.5% | – | – | History |
| SHWSherwin Williams Co | COM | 8,864 | $2.87M | 2.2% | – | – | History |
| GLDSPDR Gold Trust | ETF | 6,700 | $2.66M | 2.0% | – | – | History |
| ALXAlexanders Inc | COM | 12,040 | $2.62M | 2.0% | – | – | History |
| FROFrontline plc | COM | 109,319 | $2.39M | 1.8% | – | – | History |
| TLNTalen Energy Corp | COM | 5,760 | $2.16M | 1.6% | – | – | History |
| HAFNHafnia Ltd | COMMON STOCK | 404,306 | $2.15M | 1.6% | – | – | History |
| EXPEagle Materials Inc | COM | 9,050 | $1.87M | 1.4% | – | – | History |
| DHTDHT Holdings, Inc. | SHS NEW | 146,793 | $1.79M | 1.4% | – | – | History |
| CMBTCmb.tech NV | SHS | 184,253 | $1.78M | 1.4% | – | – | History |
| NLOPNet Lease Office Properties | COM | 68,027 | $1.75M | 1.3% | – | – | History |
| STNGScorpio Tankers Inc. | SHS | 28,044 | $1.43M | 1.1% | – | – | History |
| TNKTeekay Tankers Ltd. | CL A | 23,073 | $1.23M | 0.9% | – | – | History |
| RIGTransocean Ltd. | REGISTERED SHS | 289,877 | $1.20M | 0.9% | – | – | History |
| KKRKKR & Co. Inc. | COM | 9,100 | $1.16M | 0.9% | – | – | History |
| AMRAlpha Metallurgical Resources, Inc. | COM | 5,584 | $1.12M | 0.8% | – | – | History |
| OLNOLIN Corp | Stock | 45,700 | $951.9K | 0.7% | – | – | History |
| VALValaris Ltd | CL A | 18,647 | $939.8K | 0.7% | – | – | History |
| ECHOEchoStar CORP | CL A | 8,600 | $934.8K | 0.7% | – | – | History |
| WLKWestlake Corp | COM | 11,700 | $865.1K | 0.7% | – | – | History |
| MLMMartin Marietta Materials Inc | COM | 1,295 | $806.3K | 0.6% | – | – | History |
| TENTsakos Energy Navigation Ltd | SHS | 33,991 | $762.1K | 0.6% | – | – | History |
| MTArcelorMittal | NY REGISTRY SH | 14,888 | $678.4K | 0.5% | – | – | History |
| BTUPeabody Energy Corp | COM | 22,757 | $675.9K | 0.5% | – | – | History |
| DACDanaos Corp | SHS | 7,119 | $670.5K | 0.5% | – | – | History |
| SEGSeaport Entertainment Group Inc. | COMMON STOCK | 32,300 | $638.6K | 0.5% | – | – | History |
| ALSumisho Air Lease Corp | CL A | 9,078 | $583.1K | 0.4% | – | – | History |
| CZRCaesars Entertainment, Inc. | COM | 21,945 | $513.3K | 0.4% | – | – | History |
| FNVFranco Nevada Corp | Stock | 2,400 | $497.5K | 0.4% | – | – | History |
| WFGWest Fraser Timber Co., Ltd | COM | 7,900 | $482.8K | 0.4% | – | – | History |
| VNOVornado Realty Trust | SH BEN INT | 12,500 | $416.0K | 0.3% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 790 | $397.1K | 0.3% | – | – | History |
| CLFCleveland-Cliffs Inc. | COM | 28,513 | $378.7K | 0.3% | – | – | History |
| VALEVale S.A. | SPONSORED ADS | 25,800 | $336.2K | 0.3% | – | – | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 4,047 | $305.8K | 0.2% | – | – | History |
| LEN.BLennar Corp | CL B | 3,200 | $304.4K | 0.2% | – | – | History |
| ECOOkeanis Eco Tankers Corp. | SHS | 8,057 | $272.6K | 0.2% | – | – | History |
| CDRECadre Holdings, Inc. | COM | 6,076 | $248.1K | 0.2% | – | – | History |
| GSLGlobal Ship Lease, Inc. | COM CL A | 6,515 | $228.3K | 0.2% | – | – | History |
| TROXTronox Holdings plc | SHS | 19,830 | $82.7K | 0.1% | – | – | History |
Options (5)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.