account_balance
Investment manager · 13F filer · SEC CIK 1965207
Quarry LP
Reported value$633Mas of Jun 30, 2026
Positions2367 1291 new, 279 sold out
Top 10 weight39%MRVL alone is 9%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MRVL
Marvell Technology INC
8.7%Added
CLM
Cornerstone Strategic Invest
4.1%
GTLS
Chart Inds INC
4.1%Added
WBD
Warner Bros Discovery INC
3.5%Added
KVUE
Kenvue INC
3.5%Added
PEN
Penumbra INC
3.3%Added
NSC
Norfolk Southn Corp
3.0%Added
CRF
Cornerstone Total Return Fd
2.9%
ROKU
Roku INC
2.7%Added
UNF
Unifirst Corp Mass
2.7%Added
2357 others
61.5%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed