Arkolith/Funds/Mariner Investment Group LLC

Mariner Investment Group LLC

CIK 1096978
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

Mariner Investment Group LLC holds a focused book of 75 stocks worth $426.3M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened SS SPDR S&P 500 ETF Trust-US and trimmed Shift4 Payments Inc-Class A. Their largest long position is Ishares Bitcoin Trust ETF at 24% of the equity book. They also disclosed $5.6M in put options (a bearish bet) and $31.2M in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be -15% (-9.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Mariner Investment Group LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1096978/holdings"
Ask your agent
Use Arkolith to show MARINER INVESTMENT GROUP LLC's latest
holdings, largest changes, and filing provenance.
Opened
100
new positions
Added to
15
existing
Trimmed
4
reduced
Sold out
7
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
-15.1%
-9.0%/yr · since Oct '24
Their reported book
-4.8%
held from quarter-end
S&P 500
+29.3%
same window
$8K$10K$11K$12K$13KOct '24Mar '25Jul '25Nov '25Mar '26Jul '26
Mariner Investment Group LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned -4.8%, a 10.3-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Mariner Investment Group LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
60%
Top 10 holdings
76%
Top 20 holdings
86%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

43% mapped to company sectors

ETF / fund or unclassified
57%
Financials
25%
Real Estate
6%
Industrials
5%
Utilities
2%
Information Technology
1%
Materials
1%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Mariner Investment Group LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.73 / 75$178.3B
WELLS FARGO & COMPANY/MN72 / 75$22.3B
MORGAN STANLEY71 / 75$77.8B
UBS Group AG70 / 75$26.8B
JPMORGAN CHASE & CO69 / 75$84.4B
ROYAL BANK OF CANADA69 / 75$17.9B
CITIGROUP INC69 / 75$8.7B
GOLDMAN SACHS GROUP INC68 / 75$46.0B

Ranked by how many of Mariner Investment Group LLC's top 75 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

75 positions
#SecurityValueShares% PortLast moveHistory
1Ishares Bitcoin Trust ETF
SHS BEN INT
$104.2M3.13M
24.4%
Held
2State STR SPDR S&P 500 ETF T
TR UNIT
$57.1M76.5K
13.4%
New
New position
3Alibaba Group Hldg Ltd
NOTE 0.500% 6/0
$35.4M30.00M
8.3%
+20%
Added · +5.0M sh
4Fluor Corp
NOTE 1.125% 8/1
$33.3M25.10M
7.8%
Held
5Doordash Inc
NOTE 5/1
$24.7M25.00M
5.8%
New
New position
6Global PMTS Inc
NOTE 1.500% 3/0
$22.5M25.00M
5.3%
Held
7Rivian Automotive Inc
NOTE 3.625%10/1
$16.0M15.00M
3.8%
New
New position
8Rithm Capital Corp
COM NEW
$12.5M1.33M
2.9%
Held
9Akamai Technologies Inc
NOTE 0.250% 5/1
$11.0M7.50M
2.6%
New
New position
10Ishares TR
1 3 YR TREAS BD
$8.3M101.2K
1.9%
+33%
Added · +25K sh
11Live Nation Entertainment In
NOTE 2.875% 1/1
$6.0M5.00M
1.4%
Held
12Chimera Invt Corp
COM SHS
$5.1M378.9K
1.2%
Held
13Ishares TR
NATIONAL MUN ETF
$4.9M45.5K
1.1%
New
New position
14Entergy Corp New
COM
$4.6M40.0K
1.1%
Held
15Vanguard Scottsdale FDS
SHRT TRM CORP BD
$4.2M53.3K
1.0%
+1.9%
Added · +996 sh
16Lincoln Elec Hldgs Inc
COM
$4.2M15.7K
1.0%
+162%
Added · +10K sh
17Williams Cos Inc
COM
$4.1M55.0K
1.0%
+22%
Added · +10K sh
18Corning Inc
COM
$3.6M14.0K
0.8%
New
New position
19Shift4 PMTS Inc
6 SER A CNV PREF
$3.4M55.0K
0.8%
New
New position
20Mastec Inc
COM
$3.3M8.0K
0.8%
+33%
Added · +2K sh
21Grupo Aeromexico SAB De CV
SPONSORED ADS
$3.0M169.3K
0.7%
Held
22Ferguson Enterprises Inc
COMMON STOCK NEW
$2.8M12.0K
0.7%
New
New position
23Ishares Inc
MSCI BRAZIL ETF
$2.8M80.0K
0.6%
New
New position
24Redwood Trust Inc
COM
$2.6M550.4K
0.6%
Held
25Shift4 PMTS Inc
CL A
$2.4M50.0K
0.6%
−66%
Reduced · −95K sh
26Ishares TR
3 7 YR TREAS BD
$2.4M20.6K
0.6%
+169%
Added · +13K sh
27Ishares TR
7-10 YR TRSY BD
$2.1M22.6K
0.5%
New
New position
28Pennymac Corp
NOTE 8.500% 6/0
$2.0M2.00M
0.5%
+100%
Added · +1.0M sh
29Mfa Finl Inc
COM
$2.0M210.0K
0.5%
Held
30Pennymac MTG Invt TR
COM
$2.0M180.0K
0.5%
Held
31Ishares TR
IBOXX HI YD ETF
$2.0M24.6K
0.5%
New
New position
32Redwood Trust Inc
NOTE 7.750% 6/1
$1.8M1.80M
0.4%
Held
33Toll Brothers Inc
COM
$1.6M10.0K
0.4%
New
New position
34Redfin Corp
NOTE 0.500% 4/0
$1.6M1.65M
0.4%
Held
35Brighthouse Finl Inc
COM
$1.6M25.0K
0.4%
New
New position
36Ishares TR
20 YR TR BD ETF
$1.6M18.1K
0.4%
New
New position
37Comfort Sys USA Inc
COM
$1.5M750
0.3%
New
New position
38Iren Limited
ORDINARY SHARES
$1.4M30.0K
0.3%
New
New position
39Lumen Technologies Inc
COM
$1.3M175.0K
0.3%
+133%
Added · +100K sh
40Dynex Cap Inc
COM
$1.2M95.0K
0.3%
Held
41Ge Vernova Inc
COM
$1.2M1.0K
0.3%
New
New position
42Ishares TR
EXPANDED TECH
$1.1M12.5K
0.3%
Held
43Range Res Corp
COM
$1.1M30.0K
0.3%
Held
44Eqt Corp
COM
$1.1M20.0K
0.2%
Held
45Sabre Corp
COM
$836K400.0K
0.2%
New
New position
46Walmart Inc
COM
$823K7.3K
0.2%
Held
47Wix Com Ltd
SHS
$778K17.1K
0.2%
+90%
Added · +8K sh
48Karman Hldgs Inc
COMMON STOCK
$749K15.0K
0.2%
+200%
Added · +10K sh
49Qnity Electronics Inc
COMMON STOCK
$653K4.0K
0.2%
New
New position
50Core Scientific Inc New
COM
$640K25.0K
0.2%
+25%
Added · +5K sh
Showing 50 of 75 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$5.6M
Call notional (bullish)$31.2M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishINVESCO QQQ TRUST SERIES 1QQQ$19.5M1.4M
CALL · bullishCOHERENT CORPCOHR$2.4M37K
CALL · bullishCIENA CORPCIEN$2.1M36K
CALL · bullishQNITY ELECTRONICS INCQ$1.6M100K
CALL · bullishENTEGRIS INCENTG$1.1M50K
PUT · bearishLYONDELLBASELL INDUSTRIES NV$1.0M200K
CALL · bullishGE VERNOVA INCGEV$846K10K
CALL · bullishCATERPILLAR INCCAT$790K16K
CALL · bullishSHIFT4 PAYMENTS INC-CLASS AFOUR$668K150K
PUT · bearishOLIN CORPOLN$665K254K
PUT · bearishDOW INCDOW$621K269K
CALL · bullishQUANTA SERVICES INCPWR$608K30K
CALL · bullishSOLSTICE ADV MATERIALS INCSOLS$503K94K
PUT · bearishISHR IBX USD HIYLD CB ETF-UIHYG$492K1.9M
PUT · bearishINVESCO SENIOR LOAN ETFBKLN$421K1.4M
CALL · bullishNOKIA CORP-SPON ADRNOK$365K500K
PUT · bearishAPOLLO GLOBAL MANAGEMENT INCAPO$286K40K
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$276K170K
PUT · bearishPOST HOLDINGS INCPOST$266K75K
PUT · bearishFS KKR CAPITAL CORPFSK$258K700K
CALL · bullishHOWMET AEROSPACE INCHWM$236K70K
PUT · bearishARES MANAGEMENT CORP - AARES$222K40K
CALL · bullishSTMICROELECTRONICS NV-NY SHSSTM$161K29K
PUT · bearishINVESCO QQQ TRUST SERIES 1QQQ$152K27K
PUT · bearishLENNAR CORP-ALEN$152K124K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above. Showing the largest 25 of 49 option legs.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 2026124$463.1M13F-HR
Q1 2026Mar 31, 2026May 5, 2026108$345.9M13F-HR
Q4 2025Dec 31, 2025Feb 25, 2026111$1.7B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202576$330.6M13F-HR
Q2 2025Jun 30, 2025Jul 16, 202566$281.7M13F-HR
Q1 2025Mar 31, 2025May 5, 202536$254.2M13F-HR
Q4 2024Dec 31, 2024Jan 22, 202546$504.6M13F-HR
Q3 2024Sep 30, 2024Oct 29, 202431$371.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.