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Marnell Management LLC

Location
FARMINGTON HILLS, MI
Portfolio Value
Small $267,314,284
Diversification
Diversified
Filing Date
Global Rank
#3,614 / 8,621 ▲ 648 · as of Mar 2026
Top Industry
Oil & Gas Midstream 18.6%
3Y Alpha vs SPY
+28.5%
Period ended 4 months ago
Filed May 14, 2026 · 3mo
2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+16.4%
SPY
+9.0%
Annualised alpha
+18.9%
Max drawdown
−7.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 60% of reported value on average across 2 quarters. Past performance does not predict future results.

Portfolio Concentration

66 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
31.6%
−1.5 pts
Top 5
50.0%
+1.9 pts
Top 10
61.5%
−0.0 pts
HHI
1,156
Dec 2025 → Mar 2026 · range 1,156 – 1,245
Diversified−89

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Unclassified 38.8% $103,632,825
Energy 17.6% $47,117,374
Industrials 12.7% $33,844,820
Real Estate 9.3% $24,932,829
Basic Materials 7.2% $19,300,386
Financial Services 7.1% $18,874,146
Consumer Cyclical 2.7% $7,174,731
Technology 1.9% $5,200,253
Utilities 1.6% $4,234,266
Communication Services 1.1% $3,002,654

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
21 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
17 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
9 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
66 positions · $267,314,284 total · as of Mar 31, 2026
Showing 1–50 of 66 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History