MARINER INVESTMENT GROUP LLC

data from 30/09/2025

Capitalization

$ 330.632 M 17.37 %

Average holding period

2 ans

Performance

$ 351.098 M 102 044.26 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in MARINER INVESTMENT GROUP LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 39.62% 130.981 M $ 2015094 2025/06/30 3.152 M $ 6.19 %
2025/09/30 SPY SPDR S&P 500 ETF TR 7.74% 25.596 M $ 38422 2023/12/31 6.252 M $ 7.82 %
2025/09/30 LQD ISHARES TR 6.34% 20.956 M $ 188000 2025/06/30 229.151 K $ 1.70 %
2025/09/30 JFR NUVEEN FLOATING RATE INCOME 5.58% 18.464 M $ 2257194 2025/03/31 -1.148 M $ -3.42 %
2025/09/30 NEXTERA ENERGY CAP HLDGS INC 3.58% 11.835 M $ 10000000 2025/09/30 0.000 $ 0.00 %
2025/09/30 RITM RITHM CAPITAL CORP 3.36% 11.105 M $ 975000 2025/06/30 5.000 K $ 0.89 %
2025/09/30 JD.COM INC 3.26% 10.770 M $ 10000000 2025/09/30 0.000 $ 0.00 %
2025/09/30 FORD MTR CO 3.07% 10.160 M $ 10000000 2025/09/30 0.000 $ 0.00 %
2025/09/30 ALIBABA GROUP HLDG LTD 2.78% 9.198 M $ 5000000 2025/09/30 0.000 $ 0.00 %
2025/09/30 SNOWFLAKE INC 2.30% 7.594 M $ 5000000 2025/09/30 0.000 $ 0.00 %
2025/09/30 BHF BRIGHTHOUSE FINL INC 2.18% 7.219 M $ 136000 2025/09/30 0.000 $ 0.00 %
2025/09/30 FLUOR CORP 1.83% 6.064 M $ 5100000 2025/09/30 0.000 $ 0.00 %
2025/09/30 DUK DUKE ENERGY CORP NEW 1.50% 4.950 M $ 40000 2025/06/30 287.500 K $ 4.87 %
2025/09/30 RWT REDWOOD TRUST INC 1.48% 4.907 M $ 847411 2025/03/31 -24.000 K $ -2.03 %
2025/09/30 ON SEMICONDUCTOR CORP 1.40% 4.626 M $ 5000000 2025/09/30 0.000 $ 0.00 %
2025/09/30 ETR ENTERGY CORP NEW 1.27% 4.194 M $ 45000 2024/12/31 503.499 K $ 12.12 %
2025/09/30 LECO LINCOLN ELEC HLDGS INC 1.07% 3.537 M $ 15000 2025/06/30 199.570 K $ 13.75 %
2025/09/30 FOUR SHIFT4 PMTS INC 1.05% 3.483 M $ 45000 2025/09/30 0.000 $ 0.00 %
2025/09/30 REDWOOD TRUST INC 1.00% 3.310 M $ 3300000 2025/06/30 12.363 K $ 0.96 %
2025/09/30 VST VISTRA CORP 0.89% 2.939 M $ 15000 2024/06/30 52.749 K $ 1.09 %
2025/09/30 CEG CONSTELLATION ENERGY CORP 0.81% 2.665 M $ 8100 2024/12/31 18.930 K $ 1.96 %
2025/09/30 WMB WILLIAMS COS INC 0.77% 2.534 M $ 40000 2025/03/31 29.699 K $ 0.86 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.61% 2.022 M $ 12500 2025/09/30 0.000 $ 0.00 %
2025/09/30 REDFIN CORP 0.46% 1.527 M $ 1645000 2024/12/31 42.605 K $ 2.87 %
2025/09/30 CIM CHIMERA INVT CORP 0.46% 1.520 M $ 115000 2025/09/30 0.000 $ 0.00 %
2025/09/30 EIM EATON VANCE MUN BD FD 0.35% 1.161 M $ 116847 2025/06/30 53.999 K $ 2.79 %
2025/09/30 ARRAY DIGITAL INFRASTRUCTURE 0.32% 1.065 M $ 21292 2024/12/31 -628.269 K $ -21.82 %
2025/09/30 PENNYMAC CORP 0.31% 1.034 M $ 1000000 2025/09/30 0.000 $ 0.00 %
2025/09/30 CC CHEMOURS CO 0.26% 871.200 K $ 55000 2025/09/30 0.000 $ 0.00 %
2025/09/30 LYB LYONDELLBASELL INDUSTRIES N 0.26% 862.500 K $ 200000 2025/06/30 -441.000 K $ -705.60 %
2025/09/30 UPS UNITED PARCEL SERVICE INC 0.25% 835.300 K $ 10000 2025/09/30 0.000 $ 0.00 %
2025/09/30 GLW CORNING INC 0.24% 805.000 K $ 200000 2025/09/30 0.000 $ 0.00 %
2025/09/30 VMI VALMONT INDS INC 0.23% 775.460 K $ 2000 2025/06/30 122.320 K $ 18.73 %
2025/09/30 WOLF WOLFSPEED INC 0.22% 715.000 K $ 25000 2025/09/30 0.000 $ 0.00 %
2025/09/30 DOW DOW INC 0.21% 688.388 K $ 433500 2025/06/30 -532.500 K $ -128.16 %
2025/09/30 KR KROGER CO 0.20% 674.100 K $ 10000 2024/12/31 -43.200 K $ -6.02 %
2025/09/30 SVXY PROSHARES TR II 0.19% 636.750 K $ 12500 2025/09/30 0.000 $ 0.00 %
2025/09/30 RRC RANGE RES CORP 0.17% 564.600 K $ 15000 2024/09/30 -106.050 K $ -7.45 %
2025/09/30 APA APA CORPORATION 0.15% 500.000 K $ 100000 2025/06/30 599.000 K $ 363.03 %
2025/09/30 BLDR BUILDERS FIRSTSOURCE INC 0.15% 495.000 K $ 100000 2025/06/30 684.000 K $ 136.12 %
2025/09/30 LUMN LUMEN TECHNOLOGIES INC 0.14% 459.000 K $ 75000 2024/12/31 130.500 K $ 39.73 %
2025/09/30 UPS UNITED PARCEL SERVICE INC 0.13% 445.000 K $ 100000 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.12% 384.825 K $ 335000 2023/12/31 3.383 M $ 3 940.71 %
2025/09/30 VST VISTRA CORP 0.11% 363.750 K $ 50000 2025/06/30 105.499 K $ 11.79 %
2025/09/30 CCOI COGENT COMMUNICATIONS HLDGS 0.11% 362.250 K $ 105000 2025/09/30 0.000 $ 0.00 %
2025/09/30 CRH CRH PLC 0.11% 359.700 K $ 3000 2025/06/30 84.300 K $ 30.61 %
2025/09/30 MTZ MASTEC INC 0.10% 340.496 K $ 1600 2025/06/30 211.899 K $ 24.87 %
2025/09/30 SSTK SHUTTERSTOCK INC 0.10% 335.977 K $ 16114 2025/09/30 0.000 $ 0.00 %
2025/09/30 RRC RANGE RES CORP 0.10% 334.125 K $ 285000 2025/06/30 -909.000 K $ -127.58 %
2025/09/30 FSK FS KKR CAP CORP 0.10% 332.500 K $ 200000 2025/09/30 0.000 $ 0.00 %
2025/09/30 MLM MARTIN MARIETTA MATLS INC 0.10% 315.140 K $ 500 2025/06/30 40.659 K $ 14.81 %
2025/09/30 VMC VULCAN MATLS CO 0.09% 307.620 K $ 1000 2025/06/30 46.800 K $ 17.94 %
2025/09/30 FERG FERGUSON ENTERPRISES INC 0.09% 294.500 K $ 70000 2025/09/30 0.000 $ 0.00 %
2025/09/30 NE NOBLE CORP PLC 0.09% 282.800 K $ 10000 2025/06/30 17.300 K $ 6.52 %
2025/09/30 CRWV COREWEAVE INC 0.08% 273.700 K $ 2000 2025/09/30 0.000 $ 0.00 %
2025/09/30 XPRO EXPRO GROUP HOLDINGS NV 0.07% 237.600 K $ 20000 2025/09/30 0.000 $ 0.00 %
2025/09/30 DAN DANA INC 0.06% 200.400 K $ 10000 2025/06/30 28.900 K $ 16.85 %
2025/09/30 OKE ONEOK INC NEW 0.05% 175.000 K $ 50000 2025/06/30 -1.299 M $ -511.92 %
2025/09/30 CMCSA COMCAST CORP NEW 0.05% 161.400 K $ 120000 2025/09/30 0.000 $ 0.00 %
2025/09/30 OLN OLIN CORP 0.05% 161.250 K $ 100000 2025/09/30 0.000 $ 0.00 %
2025/09/30 HYG ISHARES TR 0.04% 124.132 K $ 506400 2024/06/30 224.585 K $ 3 517.40 %
2025/09/30 IGV ISHARES TR 0.03% 97.500 K $ 50000 2025/09/30 0.000 $ 0.00 %
2025/09/30 EQNR EQUINOR ASA 0.03% 97.500 K $ 100000 2025/09/30 0.000 $ 0.00 %
2025/09/30 TAC TRANSALTA CORP 0.02% 60.000 K $ 100000 2025/09/30 0.000 $ 0.00 %
2025/09/30 POST POST HLDGS INC 0.02% 55.000 K $ 50000 2025/09/30 0.000 $ 0.00 %
2025/09/30 DOCS DOXIMITY INC 0.01% 47.002 K $ 40100 2025/09/30 0.000 $ 0.00 %
2025/09/30 WMB WILLIAMS COS INC 0.01% 43.750 K $ 50000 2025/09/30 0.000 $ 0.00 %
2025/09/30 CC CHEMOURS CO 0.01% 40.000 K $ 50000 2025/09/30 0.000 $ 0.00 %
2025/09/30 AR ANTERO RESOURCES CORP 0.01% 37.500 K $ 50000 2025/09/30 0.000 $ 0.00 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.01% 31.000 K $ 200000 2024/12/31 0.000 $ 0.00 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.01% 20.000 K $ 25000 2025/09/30 0.000 $ 0.00 %
2025/09/30 EIX EDISON INTL 0.00% 5.063 K $ 22500 2025/06/30 193.199 K $ 121.13 %
2025/09/30 NVDA NVIDIA CORPORATION 0.00% 2.500 K $ 100000 2025/03/31 2.859 M $ 22 872.00 %
2025/09/30 BRLSW BOREALIS FOODS INC 0.00% 1.782 K $ 23300 2024/03/31 -316.000 $ -15.10 %
2025/09/30 WAVSW CYCURION INC 0.00% 1.212 K $ 30000 2023/12/31 0.000 $ 0.00 %
2025/09/30 BSLKW BOLT PROJS HLDGS INC 0.00% 766.000 $ 19150 2024/09/30 270.000 $ 54.44 %
2025/09/30 VLO VALERO ENERGY CORP 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 CNM CORE & MAIN INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 DHI D R HORTON INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 CEG CONSTELLATION ENERGY CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 ULCC FRONTIER GROUP HLDGS INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 DAN DANA INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 HYG ISHARES TR 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/09/30 FERG FERGUSON ENTERPRISES INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 EXP EAGLE MATLS INC 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/09/30 WOLFSPEED INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 PWR QUANTA SVCS INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 COMM COMMSCOPE HLDG CO INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 EQT EQT CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 CNM CORE & MAIN INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 EQT EQT CORP 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/09/30 LEN LENNAR CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 TLT ISHARES TR 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 TRGP TARGA RES CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 VOO VANGUARD INDEX FDS 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 PSX PHILLIPS 66 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 ODFL OLD DOMINION FREIGHT LINE IN 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 EXE EXPAND ENERGY CORPORATION 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 GLW CORNING INC 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/09/30 PEG PUBLIC SVC ENTERPRISE GRP IN 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %