Institutions / Marble Bar Asset Management LLP

Marble Bar Asset Management LLP

CIK 1346570 · Institution · as of Mar 31, 2026
Portfolio value
$101.85M
Positions
30
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$101.85M+2261.4%
$101.85M$53.08M$4.31MQ4 '25Q1 '26

Positions

30+150.0%
302112Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 30 →
CompanyClassValueShares% of portfolio
Norfolk Southern Corp$53.09M185,00052.1%
Vistance Networks, Inc.$6.15M338,0196.0%
Warner Bros. Discovery, Inc.$4.38M159,4454.3%
News Corp$4.30M150,7684.2%
EchoStar CORP$4.20M35,8804.1%
Liberty Media Corp-Liberty Formula One$3.94M43,0463.9%
Brightstar Lottery PLC$2.53M198,2082.5%
Anterix Inc.$2.04M53,5092.0%
Atrium Therapeutics, Inc.$1.97M147,0001.9%
Hologic Inc$1.83M24,1831.8%
Elme Communities$1.77M880,0001.7%
Lands' End, Inc.LECommon Stock$1.50M133,4901.5%
Priority Technology Holdings, Inc.PRTHCommon Stock$1.39M295,3081.4%
Theravance Biopharma Inc$1.38M85,0741.4%
Electronic Arts Inc.$1.34M6,5781.3%
Venture Global, Inc.$1.25M79,3141.2%
Kenvue Inc.$1.08M62,8431.1%
Grindr Inc.GRNDCommon Stock$1.06M87,4481.0%
Ocular Therapeutix, Inc$1.05M123,9241.0%
Biocryst Pharmaceuticals Inc$898.6K94,3880.9%
Golar Lng Ltd$799.4K14,7740.8%
Reservoir Media, Inc.RSVRCommon Stock$574.2K58,6480.6%
ServiceNow Inc$552.0K5,2800.5%
Charter Communications, Inc.$549.4K2,5450.5%
Cheniere Energy, Inc.$538.0K1,8960.5%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
NewNorfolk Southern Corp
Common stock
$53.09M+185K
185,000
52.13% of portfolio
high
Q1 2026
as of
NewVistance Networks, Inc.
Common stock
$6.15M+338K
338,019
6.04% of portfolio
medium
Q1 2026
as of
NewNews Corp
Common stock
$4.30M+151K
150,768
4.22% of portfolio
low
Q1 2026
as of
NewEchoStar CORP
Common stock
$4.20M+36K
35,880
4.12% of portfolio
low
Q1 2026
as of
AddWarner Bros. Discovery, Inc.
Common stock
$4.07M+148K
+1328.33%
159,445
4.30% of portfolio
low
Q1 2026
as of
NewLiberty Media Corp-Liberty Formula One
Common stock
$3.94M+43K
43,046
3.87% of portfolio
low
Q1 2026
as of
NewBrightstar Lottery PLC
Common stock
$2.53M+198K
198,208
2.48% of portfolio
low
Q1 2026
as of
NewAtrium Therapeutics, Inc.
Common stock
$1.97M+147K
147,000
1.93% of portfolio
low
Q1 2026
as of
NewHologic Inc
Common stock
$1.83M+24K
24,183
1.79% of portfolio
low
Q1 2026
as of
AddElme Communities
Common stock
$1.66M+826K
+1540.35%
880,000
1.74% of portfolio
low