Position in MAR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,372,739
+$692,401 QoQ
Shares Held
9,101
+11.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#514
of 1,737 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MAR Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026Waverly Advisors, LLC holds $5,013,430 across 3 Lodging names. MAR ranks #1 (67.3% of the industry book) .
All Filings in MAR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,372,739 | 9,101 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,680,338 | 8,195 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,556,998 | 8,242 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,301,768 | 8,838 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,097,979 | 7,679 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,952,763 | 8,198 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,215,341 | 7,942 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,275,069 | 5,129 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,227,466 | 5,077 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $828,838 | 3,285 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $522,506 | 2,317 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $454,643 | 2,313 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $424,874 | 2,313 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $214,025 | 1,289 | Shares | Sole | 2023-05-16 | |
| 2022-03-31 | $211,075 | 1,201 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $196,966 | 1,192 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||