MARINER INVESTMENT GROUP LLC LUMN — LUMEN TECHNOLOGIES INC

Ownership history in MARINER INVESTMENT GROUP LLC  ·  7 quarters on record

AI Ownership Summary

MARINER INVESTMENT GROUP LLC reported LUMEN TECHNOLOGIES INC (LUMN) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.29% in 2026 Q2. The latest visible filing shows LUMN at 0.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LUMN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MARINER INVESTMENT GROUP LLC's position in LUMEN TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

LUMN was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LUMN stock page MARINER INVESTMENT GROUP LLC fund profile MARINER INVESTMENT GROUP LLC full holdings
How MARINER INVESTMENT GROUP LLC held LUMN — position size vs. price
% of Fund (quarterly)    LUMN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 175,000 +100,000 +133.3% 0.29% $1.3M 2026-07-27 $6.26
2026 Q1 UNCHANGED — — — 75,000 — 0% 0.15% $521K 2026-05-05 $9.23
2025 Q4 UNCHANGED — — — 75,000 — 0% 0.03% $583K 2026-02-25 $7.10
2025 Q3 UNCHANGED — — — 75,000 — 0% 0.14% $459K 2025-11-14 $7.99
2025 Q2 ADDED — — — 75,000 +50,000 +200.0% 0.12% $328K 2025-07-16 $4.51
2025 Q1 REDUCED 75.0% +11.7% ❌ 25,000 -75,000 -75.0% 0.04% $98K 2025-05-05 $4.23
2024 Q4 INITIATED — — — 100,000 — — 0.11% $531K 2025-01-22 $5.75

🏢 Other funds also holding LUMN

As of 2026 Q2 — sorted by position size

LM Asset Management Inc. 20.01% Front Street Capital Management, Inc. 3Y 7Y 10.61% LM Asset Management Inc. 10.43% VAN DEN BERG MANAGEMENT I, INC 3Y 7Y 3.87% CapWealth Advisors, LLC 3Y 7Y 3.75% October Effect Ltd 1.99% WESTERLY CAPITAL MANAGEMENT, LLC 3Y 7Y 1.98% Sentinel Dome Partners, LLC 1.86% Soviero Asset Management, LP 3Y 1.45% PLUSTICK MANAGEMENT LLC 3Y 1.43%

FAQ About MARINER INVESTMENT GROUP LLC and LUMN

These are the practical questions this page is built to answer before you even open the full history table.

How long has MARINER INVESTMENT GROUP LLC reported owning LUMN?

MARINER INVESTMENT GROUP LLC reported LUMN across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported LUMN position in MARINER INVESTMENT GROUP LLC's portfolio?

The largest reported portfolio weight for LUMN was 0.29% in 2026 Q2.

What is the latest reported LUMN position on this page?

The most recent filing on this page is 2026 Q2, when MARINER INVESTMENT GROUP LLC reported 175,000 shares, equal to 0.29% of portfolio, with an estimated market value of $1.3M.

What does the chart on this LUMN ownership page compare?

The chart compares MARINER INVESTMENT GROUP LLC's quarterly LUMN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MARINER INVESTMENT GROUP LLC time their LUMN position?

Based on 13F filing dates vs. subsequent LUMN price moves, MARINER INVESTMENT GROUP LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on LUMN relative to SPY over the holding period was +333.2%.

← Back to MARINER INVESTMENT GROUP LLC Holdings