Position in MAR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$57,302,990
+$75,811 QoQ
Shares Held
175,201
-5.0% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.307075872854607.ToString("F0")%
Shared 0.ToString("F0")%
None 99.69292412714539.ToString("F0")%
Common Shares in MAR Over Time
Shares Held
Position Value (USD)
Derivatives in MAR
reported options exposure · as of Mar 31, 2021CallValue
$236,976
CallShares
1,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Lodging
Consumer Cyclical · as of Mar 31, 2026Creative Planning holds $89,651,093 across 7 Lodging names. MAR ranks #1 (63.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
This page
|
175,201 | $57,302,990 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
|
56,608 | $17,213,360 | |
| 3 | HTHT |
H World Group Ltd
|
103,588 | $5,209,440 | |
| 4 | IHG |
Intercontinental Hotels Group PLC /New/
|
33,924 | $4,527,497 | |
| 5 | H |
Hyatt Hotels Corp
|
18,633 | $2,679,239 | |
| 6 | WH |
Wyndham Hotels & Resorts, Inc.
|
18,277 | $1,484,640 | |
| 7 | CHH |
Choice Hotels International Inc /De
|
11,922 | $1,233,927 |
All Filings in MAR
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,302,990 | 175,201 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $57,227,179 | 184,461 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $43,666,932 | 167,666 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $32,028,134 | 117,229 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $22,177,134 | 93,103 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $25,637,375 | 91,910 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $24,194,249 | 97,322 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $22,601,134 | 93,482 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $19,827,780 | 78,585 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $17,030,063 | 75,518 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $10,188,490 | 51,834 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $9,661,174 | 52,595 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $9,091,851 | 54,757 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,009,984 | 53,798 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,799,312 | 48,518 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,428,512 | 47,265 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,447,740 | 36,687 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,927,489 | 35,872 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,261,933 | 35,532 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,436,498 | 39,822 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $236,976 | 1,600 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $5,711,714 | 38,564 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $158,304 | 1,200 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $4,989,742 | 37,824 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,774,344 | 29,967 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,491,999 | 29,068 | Shares | Sole | 2020-07-23 | |
| 2020-06-30 | $25,719 | 300 | Call | Sole | 2020-07-23 | |
| 2020-03-31 | $2,466,336 | 32,968 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||