Investor
Marnell Management LLC
CIK 0001852314 · filed 2026-05-14 · SEC filing
13F book
$287.5M
Positions
64
15 new · 8 sold
Largest name
3.4%
Terawulf Inc. · WULF
Est. mark
$15.6M
Price effect on 49 names still held. Flow $3.35M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Terawulf Inc. | WULF | 686.8K | $9.91M | 3.4% | $1.66M | Added$3.41M |
| Star Bulk Carriers Corp. | SBLK | 430.3K | $9.88M | 3.4% | $1.35M | Added$2.94M |
| Core Natural Resources, Inc. | CNR | 74K | $7.75M | 2.7% | $1.11M | Added$1.72M |
| Torm Plc | TRMD | 247.8K | $6.91M | 2.4% | $2.05M | Added$2.1M |
| Jbg Smith Pptys | — | 451.9K | $6.6M | 2.3% | −$925.1K | Added$45.1K |
| Warrior Met Coal, Inc. | HCC | 55.9K | $5.21M | 1.8% | $278.4K | Cut−$1.33M |
| First Ctzns Bancshares Inc D | — | 2.5K | $4.71M | 1.6% | −$550.5K | Added$192.1K |
| Tidewater Inc New | — | 55.1K | $4.61M | 1.6% | $1.82M | Cut$82.3K |
| Ardmore Shipping Corp | ASC | 299.4K | $4.57M | 1.6% | $1.4M | Cut$687.8K |
| Talen Energy Corp | TLN | 13.3K | $4.23M | 1.5% | −$320.3K | Added$2.08M |
| Douglas Emmett Inc | DEI | 436.3K | $4.11M | 1.4% | — | New |
| Navios Maritime Partners L.P. | NMM | 57.7K | $3.89M | 1.4% | $868.1K | Cut−$1.13M |
| Alexanders Inc | ALX | 15.8K | $3.74M | 1.3% | $219.8K | Added$1.12M |
| Vornado Rlty Tr | — | 142.6K | $3.71M | 1.3% | −$91.1K | Added$3.29M |
| Nexpoint Residential Tr Inc | — | 135.6K | $3.39M | 1.2% | −$691.6K | Cut−$1.83M |
| Garrett Motion Inc. | GTX | 181.9K | $3.3M | 1.1% | $134.6K | Cut−$634.2K |
| Sherwin Williams Co | SHW | 9.34K | $2.99M | 1.0% | −$30.8K | Added$120.5K |
| Okeanis Eco Tankers Cor | — | 53.3K | $2.69M | 0.9% | $135K | Added$2.42M |
| Century Alum Co | — | 45.3K | $2.66M | 0.9% | $883.8K | Cut−$1.54M |
| Cipher Mining Inc | CIFR | 205.9K | $2.65M | 0.9% | — | New |
| Core Scientific Inc New | — | 170.5K | $2.55M | 0.9% | $68.2K | Cut−$680.1K |
| Nebius Group N.V. | NBIS | 23.4K | $2.42M | 0.8% | $468.4K | Cut−$1.28M |
| Eagle Matls Inc | — | 11.9K | $2.26M | 0.8% | −$155.9K | Added$391.4K |
| Transocean Ltd. | RIG | 339.3K | $2.25M | 0.8% | $724.7K | Added$1.05M |
| Himalaya Shipping Ltd. | HSHP | 164K | $2.18M | 0.8% | — | New |
| Cleanspark Inc | — | 254.4K | $2.16M | 0.8% | — | New |
| Frontline Plc | FRO | 59.3K | $2.07M | 0.7% | $773.1K | Cut−$318.6K |
| Compass, Inc. | COMP | 271.8K | $1.99M | 0.7% | — | New |
| Scorpio Tankers Inc. | STNG | 26.3K | $1.97M | 0.7% | $627.5K | Cut$540.5K |
| Genco Shipping & Trading Ltd | GNK | 86K | $1.94M | 0.7% | $354.4K | Cut−$3.24M |
| Fortune Brands Innovations I | — | 48.1K | $1.87M | 0.7% | — | New |
| Ramaco Res Inc | — | 117.7K | $1.82M | 0.6% | — | New |
| International Seaways, Inc. | INSW | 24.6K | $1.79M | 0.6% | $598.4K | Cut−$4.22M |
| Cmb.Tech Nv | CMBT | 140.6K | $1.78M | 0.6% | $421.8K | Cut$472 |
| Spdr Gold Tr | — | 4.12K | $1.77M | 0.6% | $140K | Cut−$882.1K |
| Teekay Tankers Ltd. | TNK | 23.6K | $1.73M | 0.6% | $459.2K | Added$495.4K |
| Valaris Ltd | — | 17.1K | $1.67M | 0.6% | $813.5K | Cut$734.2K |
| Lennar Corp | — | 19K | $1.65M | 0.6% | — | New |
| Builders FirstSource, Inc. | BLDR | 19.8K | $1.63M | 0.6% | — | New |
| DHT Holdings, Inc. | DHT | 75.4K | $1.38M | 0.5% | $457.1K | Cut−$414.2K |
| Hafnia Ltd | HAFN | 165.2K | $1.26M | 0.4% | $375.1K | Cut−$899.1K |
| Navigator Hldgs Ltd | — | 50K | $966.5K | 0.3% | — | New |
| Kkr & Co Inc | — | 10.2K | $945.3K | 0.3% | −$318.3K | Added−$214.8K |
| Martin Marietta Matls Inc | — | 1.49K | $877.7K | 0.3% | −$44K | Added$71.4K |
| Hut 8 Corp. | HUT | 17.1K | $804.2K | 0.3% | $16.6K | Cut−$2.68M |
| Qxo Inc | — | 38.7K | $751.6K | 0.3% | — | New |
| Hudson Pac Pptys Inc | — | 118.9K | $702.8K | 0.2% | — | New |
| Seaport Entmt Group Inc | — | 32.3K | $693.8K | 0.2% | $55.2K | Held |
| Arcelormittal Sa Luxembourg | — | 12.9K | $669.9K | 0.2% | $82.6K | Cut−$8.53K |
| Alpha Metallurgical Resour I | — | 3.08K | $631.6K | 0.2% | $16.6K | Cut−$484.5K |
| Celanese Corp Del | — | 9.3K | $611.7K | 0.2% | — | New |
| Echostar Corp | ECHO | 4.95K | $579K | 0.2% | $41.4K | Cut−$355.8K |
| Seanergy Maritime Hldgs Corp | — | 39.6K | $510.7K | 0.2% | — | New |
| Olin Corp | OLN | 16.3K | $484.9K | 0.2% | $145.2K | Cut−$467.1K |
| Peabody Energy Corp | BTU | 14.3K | $471.6K | 0.2% | $46.5K | Cut−$204.3K |
| Westlake Corp | WLK | 3.8K | $444.1K | 0.2% | $163K | Cut−$420.9K |
| Owens Corning New | — | 3.59K | $388.5K | 0.1% | — | New |
| Wyndham Hotels & Resorts, Inc. | WH | 4.65K | $377.5K | 0.1% | $22.9K | Added$71.7K |
| Berkshire Hathaway Inc Del | — | 710 | $340.2K | 0.1% | −$16.6K | Cut−$56.9K |
| Cleveland-Cliffs Inc New | — | 39.6K | $334.7K | 0.1% | −$137.7K | Added−$43.9K |
| Caesars Entertainment Inc Ne | — | 12.7K | $334.4K | 0.1% | $38.5K | Cut−$178.9K |
| Lennar Corp | — | 3.72K | $312.7K | 0.1% | −$35.2K | Added$8.29K |
| West Fraser Timber Co., Ltd | WFG | 4.68K | $305.3K | 0.1% | $19.5K | Cut−$177.5K |
| Tsakos Energy Navigation Ltd | — | 5.69K | $224.6K | 0.1% | $97K | Cut−$537.5K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.