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Portfolio (Quarterly) Guide ↗

Marex Group plc

· CIK 0001997464
13F Portfolio $15.8B AUM 1,464 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 338 New 341 Added 269 Reduced 294 Exited
Page 7 of 17  ·  338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ARLP ALLIANCE RESOURCE PARTNERS L Energy 22,300.0 $617K 0.00% NEW $27.65 -9.2%
122 CLS CELESTICA INC Technology 2,142.0 $603K 0.00% NEW $281.68 +20.1%
123 FLR FLUOR CORP Industrials 12,406.0 $579K 0.00% NEW $46.65 -5.1%
124 CNQ CANADIAN NAT RES LTD MED TER Energy 11,596.0 $565K 0.00% NEW $48.73 -0.2%
125 W CALL WAYFAIR INC Consumer Cyclical 7,500.0 $564K 0.00% NEW $75.21 -20.8%
126 ERO ERO COPPER CORP Basic Materials 21,031.0 $561K 0.00% NEW $26.67 +1.7%
127 BTI BRITISH AMERN TOB PLC Consumer Defensive 9,550.0 $558K 0.00% NEW $58.47 +13.2%
128 PCVX VAXCYTE INC Healthcare 9,606.0 $558K 0.00% NEW $58.11 -15.7%
129 SII SPROTT INC Financial Services 3,850.0 $550K 0.00% NEW $142.90 -8.6%
130 CEF SPROTT ASSET MANAGEMENT LP Financial Services 11,400.0 $544K 0.00% NEW $47.72 +0.5%
131 RIO RIO TINTO PLC Basic Materials 5,758.0 $537K 0.00% NEW $93.29 +11.0%
132 SWMR SWARMER INC Technology 11,300.0 $533K 0.00% NEW $47.20 -36.7%
133 ANTERIS TECHNOLOGIES GLOBAL 94,934.0 $527K 0.00% NEW $5.55
134 STIP ISHARES TR 5,000.0 $517K 0.00% NEW $103.43 +0.1%
135 LMT LOCKHEED MARTIN CORP Industrials 844.0 $510K 0.00% NEW $604.39 -13.7%
136 RBRK RUBRIK INC. Technology 10,213.0 $500K 0.00% NEW $48.97 +32.0%
137 PPLT ABRDN PLATINUM ETF TRUST Financial Services 2,768.0 $493K 0.00% NEW $178.23 -89.9%
138 RMBS RAMBUS INC DEL Technology 5,634.0 $485K 0.00% NEW $86.03 +41.6%
139 IDYA IDEAYA BIOSCIENCES INC Healthcare 14,501.0 $483K 0.00% NEW $33.32 -14.1%
140 CSTM CONSTELLIUM SE Basic Materials 19,451.0 $478K 0.00% NEW $24.58 +32.7%
Page 7 of 17  ·  338 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.9%
Financial Services 27.5%
Consumer Cyclical 8.5%
Healthcare 7.9%
Communication Services 3.5%
Utilities 2.7%
Consumer Defensive 2.4%
Industrials 2.3%
Basic Materials 1.6%
Energy 1.4%