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Disclosery

Markin Asset Management, LP: XLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Markin Asset Management, LP on XLC, newest first. How the timeline and the estimate are built.

Markin Asset Management, LP held 33,833 XLC shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,833 shares
    Change vs previous 13F +8,230 shares

    3.1% of the 13F portfolio, value $3,624,541.

    13F-HR 0001754960-26-000487 filed by Markin Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 25,603 shares
    Change vs previous 13F +4,353 shares

    3.12% of the 13F portfolio, value $2,838,325.

    13F-HR 0001754960-26-000387 filed by Markin Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 21,250 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $2,501,602.

    13F-HR 0001754960-26-000182 filed by Markin Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).