account_balance
Investment manager · 13F filer · SEC CIK 1965207
Quarry LP
Reported value$633Mas of Jun 30, 2026
Positions2,367 1,291 new, 279 sold out
Top 10 weight38.5%MRVL alone is 9%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MRVLMarvell Technology Inc
8.7%Added +15246%
CLMCornerstone Strategic Invest
4.1%
GTLSChart Inds Inc
4.1%Added +54%
WBDWarner Bros Discovery Inc
3.5%Added +56%
KVUEKenvue Inc
3.5%Added +105%
PENPenumbra Inc
3.3%Added +66%
NSCNorfolk Southn Corp
3.0%Added +11%
CRFCornerstone Total Return Fd
2.9%
ROKURoku Inc
2.7%Added +38225%
UNFUnifirst Corp Mass
2.7%Added +200%
BLDTopbuild Cor
2.5%New
MRVLMarvell Technology Inc
8.7%Added +15246%
CLM4.1%GTLSChart Inds Inc
4.1%Added +54%
WBDWarner Bros Discovery Inc
3.5%Added +56%
KVUEKenvue Inc
3.5%Added +105%
PEN3.3%NSC3.0%CRF2.9%ROKU2.7%UNF2.7%BLD2.5%
CEPO1.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MRVL Marvell Technology Inc 8.7% Added +15246%CLM Cornerstone Strategic Invest 4.1% Held
GTLS Chart Inds Inc 4.1% Added +54%
WBD Warner Bros Discovery Inc 3.5% Added +56%
KVUE Kenvue Inc 3.5% Added +105%PEN Penumbra Inc 3.3% Added +66%NSC Norfolk Southn Corp 3.0% Added +11%CRF Cornerstone Total Return Fd 2.9% HeldROKU Roku Inc 2.7% Added +38225%UNF Unifirst Corp Mass 2.7% Added +200%BLD Topbuild Cor 2.5% New
CEPO Cantor Equity Partners I Inc 1.6% Added +163%What changed