Valeo Financial Advisors, LLC
Position in MAR — Marriott International Inc /Md/
CIK 1722641
CARMEL, IN
Position in MAR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,548,695
+$402,642 QoQ
Shares Held
4,179
+19.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#709
of 1,737 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MAR Over Time
Shares Held
Position Value (USD)
Derivatives in MAR
reported options exposure · as of Dec 31, 2025CallValue
$248,192
CallShares
800
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 Jun 30, 2026Valeo Financial Advisors, LLC holds $1,950,534 across 2 Lodging names. MAR ranks #1 (79.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
This page
|
4,179 | $1,548,695 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
|
1,216 | $401,839 |
All Filings in MAR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,548,695 | 4,179 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,146,053 | 3,504 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,480,465 | 4,772 | Shares | Sole | 2026-02-04 | |
| 2025-12-31 | $248,192 | 800 | Call | Sole | 2026-02-04 | |
| 2025-09-30 | $1,211,566 | 4,652 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,299,113 | 4,755 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $989,244 | 4,153 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,131,380 | 4,056 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,015,282 | 4,084 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $556,071 | 2,300 | Put | Sole | 2024-07-10 | |
| 2024-06-30 | $697,748 | 2,886 | Shares | Sole | 2024-07-10 | |
| 2024-06-30 | $556,071 | 2,300 | Call | Sole | 2024-07-10 | |
| 2024-03-31 | $715,046 | 2,834 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $495,896 | 2,199 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $314,889 | 1,602 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $218,958 | 1,192 | Shares | Sole | 2023-07-14 | |
| 2022-03-31 | $68,542 | 390 | Shares | Sole | 2022-04-28 | |
| 2022-03-31 | $509,675 | 2,900 | Put | Sole | 2022-04-28 | |
| 2022-03-31 | $509,675 | 2,900 | Call | Sole | 2022-04-28 | |
| 2021-09-30 | $296,180 | 2,000 | Put | Sole | 2021-11-02 | |
| 2021-09-30 | $34,504 | 233 | Shares | Sole | 2021-11-02 | |
| 2021-03-31 | $29,770 | 201 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $26,120 | 198 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,314 | 25 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $11,745 | 137 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $8,378 | 112 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||