Mariner Investment Group Q2 Portfolio Changes: Significant Buys & Sells in Emerging Tech
Mariner Investment Group's portfolio saw notable shifts this quarter, including substantial purchases of SPY and MUB ETFs alongside significant reductions in holdings like CSCO and MCD.
As reported by Mariner Investment Group Llc, the portfolio experienced considerable changes during Q2 ending June 30, 2026. The total portfolio value stood at $259,858,018 as of this date.
Major Purchases This Quarter
The most significant buying activity involved institutional funds and utilities:
- Mariner Investment Group Llc increased its position in SPY (SPDR S&P 500 ETF Trust) by a staggering 100%, adding 76,475 shares.
- The investor also significantly boosted MUB holdings by 100% through the purchase of 45,454 shares.
- Furthermore, purchases were noted in SHY (iShares Short Treasury Bond ETF) with a 33.48% increase and LECO (Lincoln Electric Holdings Inc.) with a substantial 22.22% increase through the acquisition of 10,000 shares.
Significant Reductions in Holdings
The portfolio also saw notable exits from several large-cap stocks:
- CSCO (Cisco Systems Inc.) experienced a near-total reduction of its position, with a -99.64% change.
- MCD (McDonald's Corp) was sold down by almost the entirety of its stake (-99.08%).
- FOUR (Shift4 Payments Inc.) saw a significant reduction of over 65%, with shares decreasing by -95,000.
New Positions and Minor Adjustments
Beyond the major shifts, Mariner Investment Group Llc established new positions in several stocks:
- LUMN (Lumen Technologies Inc.) was added to the portfolio with a +133.33% increase.
- Several other companies like BHF, CIFR, ETR, and VCSH were included in this quarter's filings but show minimal change (-0%, or no activity disclosed).
The overall portfolio allocation remains dominated by the SPY ETF at approximately 13.4% (holding $57M). Other substantial positions include MCD ($4.05M), LUMN ($1.34M), and FOUR ($2.43M).