Institutional
Marble Bar Asset Management LLP
CIK 0001346570
$101.8M
Reported AUM
30
Positions
Q1 2026
Period
2026-05-14
Filed
The Brief · Marble Bar Asset Management LLP · Q1 2026
AI · grounded in 13F
Marble Bar Asset Management LLP established a new position in NSC valued at $53.1M. The fund also opened new stakes in VISN for $6.2M and NWS for $4.3M. Additionally, the manager increased its holding in WBD by 1,328.3%. These additions occurred alongside the closure of four positions, including RNAGBP and HNI.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NSC | NORFOLK SOUTHN CORP | $333.93 | -0.54% | 23.15% | 45.69% | $53.1M | 52.13% | — | HELD |
| 2 | VISN | VISTANCE NETWORKS INC | $11.71 | 1.39% | 203.85% | 49.81% | $6.2M | 6.04% | — | HELD |
| 3 | WBD | WARNER BROS DISCOVERY INC | $25.47 | -0.66% | 97.90% | -11.69% | $4.4M | 4.30% | — | HELD |
| 4 | NWS | NEWS CORP NEW | $31.80 | -2.57% | -3.71% | 50.73% | $4.3M | 4.22% | — | HELD |
| 5 | SATS | ECHOSTAR CORP | — | — | — | — | $4.2M | 4.12% | — | HELD |
| 6 | FWONA | LIBERTY MEDIA CORP DEL | $91.99 | -1.61% | 3.57% | 110.29% | $3.9M | 3.87% | — | HELD |
| 7 | BRSL | BRIGHTSTAR LOTTERY PLC | $10.17 | -1.74% | -26.08% | -30.54% | $2.5M | 2.48% | — | HELD |
| 8 | ATEX | ANTERIX INC | $93.58 | 6.10% | 328.09% | 58.56% | $2.0M | 2.01% | — | HELD |
| 9 | RNA | ATRIUM THERAPEUTICS INC | $11.46 | 2.50% | -22.31% | -14.29% | $2.0M | 1.93% | — | HELD |
| 10 | HO1 | HOLOGIC INC | — | — | — | — | $1.8M | 1.79% | — | HELD |
| 11 | ELME | ELME COMMUNITIES | $1.62 | -0.61% | -29.40% | -50.13% | $1.8M | 1.74% | — | HELD |
| 12 | LE | LANDS END INC NEW | $12.01 | -2.44% | 4.16% | -64.52% | $1.5M | 1.47% | — | HELD |
| 13 | PRTH | PRIORITY TECHNOLOGY HLDGS IN | $6.61 | -1.78% | -1.93% | 9.62% | $1.4M | 1.37% | — | HELD |
| 14 | TBPH | THERAVANCE BIOPHARMA INC | $16.85 | 0.00% | 54.72% | 103.19% | $1.4M | 1.36% | — | HELD |
| 15 | EA | ELECTRONIC ARTS INC | $209.59 | 0.33% | 33.52% | 47.52% | $1.3M | 1.32% | — | HELD |
| 16 | VG | VENTURE GLOBAL INC | $13.24 | 1.46% | -11.71% | -12.44% | $1.2M | 1.23% | — | HELD |
| 17 | KVUE | KENVUE INC | $19.31 | -2.43% | -4.07% | -15.37% | $1.1M | 1.06% | — | HELD |
| 18 | GRND | GRINDR INC | $16.95 | -1.51% | -0.63% | 70.45% | $1.1M | 1.04% | — | HELD |
| 19 | OCUL | OCULAR THERAPEUTIX INC | $8.47 | 1.32% | -29.99% | -20.98% | $1.0M | 1.03% | — | HELD |
| 20 | BCRX | BIOCRYST PHARMACEUTICALS INC | $9.24 | -3.04% | 16.54% | -41.80% | $899K | 0.88% | — | HELD |
| 21 | GLNG | GOLAR LNG LTD | $48.24 | 1.88% | 19.64% | 368.23% | $799K | 0.78% | — | HELD |
| 22 | RSVR | RESERVOIR MEDIA INC | $10.77 | -2.53% | 39.87% | 19.93% | $574K | 0.56% | — | HELD |
| 23 | NOW | SERVICENOW INC | $110.07 | -4.92% | -39.81% | -14.49% | $552K | 0.54% | — | HELD |
| 24 | CHTR | CHARTER COMMUNICATIONS INC | $142.00 | -2.20% | -46.35% | -82.61% | $549K | 0.54% | — | HELD |
| 25 | LNG | CHENIERE ENERGY INC | $258.06 | -0.21% | 9.35% | 209.46% | $538K | 0.53% | — | HELD |
| 26 | FLNG | FLEX LNG LTD | $31.10 | -0.54% | 38.84% | 264.78% | $521K | 0.51% | — | HELD |
| 27 | KHC | KRAFT HEINZ CO | $26.38 | -4.49% | 2.70% | -7.14% | $401K | 0.39% | — | HELD |
| 28 | PZZA | PAPA JOHNS INTL INC | $30.23 | -1.18% | -24.13% | -72.50% | $301K | 0.30% | — | HELD |
| 29 | LION | LIONSGATE STUDIOS CORP | $13.38 | 2.45% | 120.79% | 37.51% | $270K | 0.26% | — | HELD |
| 30 | SGRY | SURGERY PARTNERS INC | $15.90 | -3.11% | -24.98% | -67.55% | $189K | 0.19% | — | HELD |
Source: SEC EDGAR · accession 0001346570-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.