Compound Planning, Inc.

Position in MAR — Marriott International Inc /Md/

CIK 1978879 NEW YORK, NY

Position in MAR

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,566,113

+$283,018 QoQ

Shares Held

4,226

+7.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#701

of 1,737 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Compound Planning, Inc. holds $3,596,547 across 5 Lodging names. MAR ranks #1 (43.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAR	Marriott International Inc /Md/ This page	4,226	$1,566,113
2	HLT	Hilton Worldwide Holdings Inc.	3,474	$1,148,017
3	IHG	Intercontinental Hotels Group PLC /New/	1,910	$330,658
4	HTHT	H World Group Ltd	6,939	$289,494
5	H	Hyatt Hotels Corp	1,353	$262,265

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,566,113	4,226	+7.7%	Shares	Other	2026-08-04
2026-03-31	$1,283,095	3,923	+22.1%	Shares	Sole	2026-05-14
2025-12-31	$996,801	3,213	+23.5%	Shares	Defined	2026-02-19
2025-09-30	$677,404	2,601	+10.5%	Shares	Sole	2025-11-10
2025-06-30	$643,136	2,354	+18.4%	Shares	Sole	2025-08-14
2025-03-31	$473,541	1,988	-1.4%	Shares	Sole	2025-05-14
2024-12-31	$562,343	2,016	+14.0%	Shares	Sole	2025-01-17
2024-09-30	$439,773	1,769	-18.3%	Shares	Sole	2024-10-08
2024-06-30	$523,673	2,166	+14.0%	Shares	Sole	2024-07-26
2024-03-31	$479,389	1,900	+17.5%	Shares	Sole	2024-05-07
2023-12-31	$364,649	1,617	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.