Marble Bar Asset Management LLP

13F filer · CIK 0001346570

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$144MU.S. long equity reported on 13F

Positions4219 new · 7 closed

Net flow last quarter+$36.4MBuys minus sells

Top 10 positions weight79.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202642 positions
WBDWarner Bros. Discovery, Inc.	$47.7M	33.08%	0.07%	+1021.9%	Q4 2025
ECHOEchoStar CORP	$36.6M	25.37%	0.76%	+904.4%	Q1 2026
MPTMedical Properties Trust Inc	$7.25M	5.03%	0.26%	New	Q2 2026
ATEXAnterix Inc.	$7.03M	4.87%	0.35%	+27.5%	Q4 2025
VISNVistance Networks, Inc.	$4.35M	3.02%	0.15%	+0.7%	Q1 2026
FWONALiberty Media Corp	$2.69M	1.87%	Not reported	-38.2%	Q1 2026
EAElectronic Arts Inc.	$2.69M	1.87%	Not reported	+99.4%	Q4 2025
BRSLBrightstar Lottery PLC	$2.58M	1.79%	0.13%	+21.5%	Q1 2026
UALUnited Airlines Holdings, Inc.	$2.04M	1.41%	0.00%	New	Q2 2026
FTAIFTAI Aviation Ltd.	$1.76M	1.22%	0.01%	New	Q2 2026
AEROGrupo Aeromexico, S.A.B. de C.V.	$1.73M	1.20%	0.01%	New	Q2 2026
MGMMGM Resorts International	$1.69M	1.17%	0.01%	New	Q2 2026
PRTHPriority Technology Holdings, Inc.	$1.68M	1.17%	0.31%	-14.7%	Q1 2026
LIONLionsgate Studios Corp.	$1.64M	1.14%	0.04%	+281.2%	Q4 2025
NSCNorfolk Southern Corp	$1.55M	1.08%	0.00%	-97.3%	Q1 2026
GRNDGrindr Inc.	$1.47M	1.02%	0.06%	+17.0%	Q4 2025
GLNGGolar LNG Ltd	$1.46M	1.01%	0.03%	+98.0%	Q1 2026
RNAAtrium Therapeutics, Inc.	$1.4M	0.97%	0.61%	-29.4%	Q1 2026
ALKAlaska Air Group, Inc.	$1.35M	0.93%	0.02%	New	Q2 2026
ELMEElme Communities	$1.29M	0.89%	0.98%	-1.1%	Q4 2025
OCULOcular Therapeutix, Inc	$1.2M	0.83%	0.06%	-1.1%	Q1 2026
KVUEKenvue Inc.	$1.19M	0.82%	0.00%	-1.2%	Q4 2025
VGVenture Global, Inc.	$1.1M	0.76%	Not reported	+24.6%	Q1 2026
AERAerCap Holdings N.V.	$1.02M	0.71%	0.00%	New	Q2 2026
CHTRCharter Communications, Inc.	$1.01M	0.70%	0.00%	+179.9%	Q1 2026
LELands' End, Inc.	$1M	0.69%	0.31%	-28.5%	Q1 2026
QDELQuidelOrtho Corp	$876K	0.61%	0.07%	New	Q2 2026
SGRYSurgery Partners, Inc.	$783K	0.54%	0.04%	+194.4%	Q4 2025
ADArray Digital Infrastructure, Inc.	$766K	0.53%	0.02%	New	Q2 2026
FWRDForward Air Corp	$631K	0.44%	0.14%	New	Q2 2026
BCRXBiocryst Pharmaceuticals Inc	$623K	0.43%	0.02%	-34.0%	Q1 2026
RSVRReservoir Media, Inc.	$571K	0.40%	0.09%	-1.5%	Q1 2026
MRXMarex Group Ltd	$549K	0.38%	0.01%	New	Q2 2026
GRALGRAIL, Inc.	$539K	0.37%	0.02%	New	Q2 2026
NOWServiceNow, Inc.	$518K	0.36%	0.00%	-1.2%	Q1 2026
SSNCSS&C Technologies Holdings Inc	$434K	0.30%	0.00%	New	Q2 2026
INBXInhibrx Biosciences, Inc.	$335K	0.23%	0.02%	New	Q2 2026
HGVHilton Grand Vacations Inc.	$314K	0.22%	0.01%	New	Q2 2026
PRGOPERRIGO Co plc	$208K	0.14%	0.01%	New	Q2 2026
OCSOculis Holding AG	$205K	0.14%	Not reported	New	Q2 2026
MANUManchester United plc	$204K	0.14%	Not reported	New	Q2 2026
DRVNDriven Brands Holdings Inc.	$181K	0.13%	0.01%	New	Q2 2026
Q1 2026Reported May 14, 202630 positions
NSCNorfolk Southern Corp	$53.1M	52.13%	0.08%	New	Q1 2026
VISNVistance Networks, Inc.	$6.15M	6.04%	0.15%	New	Q1 2026
WBDWarner Bros. Discovery, Inc.	$4.38M	4.30%	0.01%	+1328.3%	Q4 2025
NWSNews Corp	$4.3M	4.22%	Not reported	New	Q1 2026
ECHOEchoStar CORP	$4.2M	4.12%	0.08%	New	Q1 2026
FWONALiberty Media Corp	$3.94M	3.87%	Not reported	New	Q1 2026
BRSLBrightstar Lottery PLC	$2.53M	2.48%	0.11%	New	Q1 2026
ATEXAnterix Inc.	$2.04M	2.01%	0.28%	+303.4%	Q4 2025
RNAAtrium Therapeutics, Inc.	$1.97M	1.93%	0.86%	+25345.7%	Q1 2026
HOLXHologic Inc	$1.83M	1.79%	0.01%	New	Q1 2026
ELMEElme Communities	$1.77M	1.74%	0.99%	+1540.4%	Q4 2025
LELands' End, Inc.	$1.5M	1.47%	0.43%	New	Q1 2026
PRTHPriority Technology Holdings, Inc.	$1.39M	1.37%	0.36%	New	Q1 2026
TBPHTheravance Biopharma, Inc.	$1.38M	1.36%	0.17%	New	Q1 2026
EAElectronic Arts Inc.	$1.34M	1.32%	Not reported	+208.5%	Q4 2025
VGVenture Global, Inc.	$1.25M	1.23%	Not reported	New	Q1 2026
KVUEKenvue Inc.	$1.08M	1.06%	0.00%	+72.4%	Q4 2025
GRNDGrindr Inc.	$1.06M	1.04%	0.05%	+222.0%	Q4 2025
OCULOcular Therapeutix, Inc	$1.05M	1.03%	0.06%	New	Q1 2026
BCRXBiocryst Pharmaceuticals Inc	$899K	0.88%	0.04%	New	Q1 2026
GLNGGolar LNG Ltd	$799K	0.78%	0.01%	New	Q1 2026
RSVRReservoir Media, Inc.	$574K	0.56%	0.09%	New	Q1 2026
NOWServiceNow, Inc.	$552K	0.54%	0.00%	New	Q1 2026
CHTRCharter Communications, Inc.	$549K	0.54%	0.00%	New	Q1 2026
LNGCheniere Energy, Inc.	$538K	0.53%	0.00%	New	Q1 2026
FLNGFlex LNG Ltd.	$521K	0.51%	0.03%	New	Q1 2026
KHCKraft Heinz Co	$401K	0.39%	0.00%	New	Q1 2026
PZZAPapa Johns International Inc	$301K	0.30%	0.03%	New	Q1 2026
LIONLionsgate Studios Corp.	$270K	0.26%	0.01%	Not reported	Q4 2025
SGRYSurgery Partners, Inc.	$189K	0.19%	0.01%	+50.0%	Q4 2025
Q4 2025Reported Feb 17, 202611 positions
ELMEElme Communities	$933K	21.64%	0.06%	New	Q4 2025
KVUEKenvue Inc.	$629K	14.58%	0.00%	New	Q4 2025
EAElectronic Arts Inc.	$436K	10.10%	Not reported	New	Q4 2025
RNAMAvidity Biosciences, Inc.	$417K	9.66%	0.00%	New	Q4 2025
GRNDGrindr Inc.	$368K	8.53%	0.01%	New	Q4 2025
WBDWarner Bros. Discovery, Inc.	$322K	7.46%	0.00%	New	Q4 2025
ATEXAnterix Inc.	$290K	6.71%	0.07%	New	Q4 2025
LIONLionsgate Studios Corp.	$257K	5.95%	0.01%	New	Q4 2025
HNIHni Corp	$237K	5.49%	0.01%	New	Q4 2025
ILMNIllumina, Inc.	$171K	3.96%	0.00%	New	Q4 2025
SGRYSurgery Partners, Inc.	$163K	3.78%	0.01%	New	Q4 2025

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