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Marble Bar Asset Management LLP

Q2 2026 13F filing

Updated 27 days ago

42 disclosed positions worth $144.2M

Portfolio value
$144.2M
Total holdings
42
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

W
1.WMT

WARNER BROS DISCOVERY INC

Value
$47.7M
Shares
1.79M
% Port
33.08%
E

ECHOSTAR CORP

Value
$36.6M
Shares
360.4K
% Port
25.37%
M
3.MPT

MEDICAL PROPERTIES TRUST INC

Value
$7.3M
Shares
1.57M
% Port
5.03%
A

ANTERIX INC

Value
$7M
Shares
68.2K
% Port
4.87%
V

VISTANCE NETWORKS INC

Value
$4.4M
Shares
340.5K
% Port
3.02%
F

LIBERTY MEDIA CORP DEL

Value
$2.7M
Shares
26.6K
% Port
1.87%
E
7.EA

ELECTRONIC ARTS INC

Value
$2.7M
Shares
13.1K
% Port
1.87%
B

BRIGHTSTAR LOTTERY PLC

Value
$2.6M
Shares
240.8K
% Port
1.79%
U
9.UAL

UNITED AIRLS HLDGS INC

Value
$2M
Shares
15.0K
% Port
1.41%
F

FTAI AVIATION LTD

Value
$1.8M
Shares
6.5K
% Port
1.22%
?
11.N/A

GRUPO AEROMEXICO SAB DE CV

Value
$1.7M
Shares
96.0K
% Port
1.20%
M
12.MGM

MGM RESORTS INTERNATIONAL

Value
$1.7M
Shares
35.4K
% Port
1.18%
P

PRIORITY TECHNOLOGY HLDGS IN

Value
$1.7M
Shares
251.8K
% Port
1.17%
L
14.LION

LIONSGATE STUDIOS CORP

Value
$1.6M
Shares
107.2K
% Port
1.14%
N
15.NSC

NORFOLK SOUTHN CORP

Value
$1.6M
Shares
4.9K
% Port
1.08%
G
16.GRND

GRINDR INC

Value
$1.5M
Shares
102.3K
% Port
1.02%
G
17.GLNG

GOLAR LNG LTD

Value
$1.5M
Shares
29.3K
% Port
1.01%
R
18.RNA

ATRIUM THERAPEUTICS INC

Value
$1.4M
Shares
103.8K
% Port
0.97%
A
19.ALK

ALASKA AIR GROUP INC

Value
$1.3M
Shares
25.8K
% Port
0.93%
E
20.ELME

ELME COMMUNITIES

Value
$1.3M
Shares
870.1K
% Port
0.89%
O
21.OCFC

OCULAR THERAPEUTIX INC

Value
$1.2M
Shares
122.5K
% Port
0.83%
K
22.KVUE

KENVUE INC

Value
$1.2M
Shares
62.1K
% Port
0.82%
V
23.VG

VENTURE GLOBAL INC

Value
$1.1M
Shares
98.8K
% Port
0.76%
A
24.AER

AERCAP HOLDINGS NV

Value
$1M
Shares
7.0K
% Port
0.71%
C
25.CHTR

CHARTER COMMUNICATIONS INC

Value
$1M
Shares
7.1K
% Port
0.70%
L
26.LSTR

LANDS END INC NEW

Value
$1M
Shares
95.5K
% Port
0.69%
Q
27.QDEL

QUIDELORTHO CORP

Value
$876K
Shares
50.0K
% Port
0.61%
S
28.SGRY

SURGERY PARTNERS INC

Value
$783K
Shares
46.6K
% Port
0.54%
U
29.UZF

ARRAY DIGITAL INFRASTRUCTURE

Value
$766K
Shares
21.1K
% Port
0.53%
F
30.FWRD

FORWARD AIR CORP

Value
$631K
Shares
46.7K
% Port
0.44%
B
31.BCRX

BIOCRYST PHARMACEUTICALS INC

Value
$623K
Shares
62.3K
% Port
0.43%
R

RESERVOIR MEDIA INC

Value
$571K
Shares
57.7K
% Port
0.40%
M
33.MRX

MAREX GROUP PLC

Value
$549K
Shares
9.0K
% Port
0.38%
G
34.GRAL

GRAIL INC

Value
$539K
Shares
7.9K
% Port
0.37%
N
35.NOW

SERVICENOW INC

Value
$518K
Shares
5.2K
% Port
0.36%
S
36.SSNC

SS&C TECH HLDGS

Value
$434K
Shares
7.0K
% Port
0.30%
I
37.INBX

INHIBRX BIOSCIENCES INC

Value
$335K
Shares
3.5K
% Port
0.23%
H
38.HGV

HILTON GRAND VACATIONS INC

Value
$314K
Shares
6.0K
% Port
0.22%
P
39.PRGO

PERRIGO CO PLC

Value
$208K
Shares
20.0K
% Port
0.14%
O

OCULIS HOLDING AG

Value
$205K
Shares
14.8K
% Port
0.14%
M
41.MANU

MANCHESTER UTD PLC NEW

Value
$204K
Shares
8.9K
% Port
0.14%
D
42.DRVN

DRIVEN BRANDS HLDGS INC

Value
$181K
Shares
13.0K
% Port
0.13%