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
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NSC | NORFOLK SOUTHN CORP | $313.45 | 2.04% | 27.32% | 35.06% | $53.1M | 52.13% | +185,000 | NEW |
| 2 | VISN | VISTANCE NETWORKS INC | $11.73 | -0.17% | 297.35% | 13.80% | $6.2M | 6.04% | +338,019 | NEW |
| 3 | WBD | WARNER BROS DISCOVERY INC | $26.24 | -2.81% | 167.21% | -9.55% | $4.4M | 4.30% | +148,282 | +1328.3% |
| 4 | NWS | NEWS CORP NEW | $30.67 | -1.65% | -1.41% | 38.53% | $4.3M | 4.22% | +150,768 | NEW |
| 5 | SATS | ECHOSTAR CORP | $116.28 | -6.71% | 565.22% | 421.43% | $4.2M | 4.12% | +35,880 | NEW |
| 6 | FWONA | LIBERTY MEDIA CORP DEL | $81.32 | 0.48% | -9.82% | 103.91% | $3.9M | 3.87% | +43,046 | NEW |
| 7 | BRSL | BRIGHTSTAR LOTTERY PLC | $11.32 | 0.76% | -1.45% | -12.01% | $2.5M | 2.48% | +198,208 | NEW |
| 8 | ATEX | ANTERIX INC | $66.64 | -1.93% | 139.37% | 14.27% | $2.0M | 2.01% | +40,243 | +303.4% |
| 9 | RNA | ATRIUM THERAPEUTICS INC | $11.81 | 0.13% | -20.00% | -11.74% | $2.0M | 1.93% | +147,000 | NEW |
| 10 | HO1 | HOLOGIC INC | — | — | — | — | $1.8M | 1.79% | +24,183 | NEW |
| 11 | ELME | ELME COMMUNITIES | $2.03 | -0.98% | -16.41% | -35.32% | $1.8M | 1.74% | +826,353 | +1540.4% |
| 12 | LE | LANDS END INC NEW | $10.66 | -3.88% | 24.60% | -71.20% | $1.5M | 1.47% | +133,490 | NEW |
| 13 | PRTH | PRIORITY TECHNOLOGY HLDGS IN | $5.82 | -3.96% | -30.80% | -4.90% | $1.4M | 1.37% | +295,308 | NEW |
| 14 | TBPH | THERAVANCE BIOPHARMA INC | $16.29 | -0.49% | 44.80% | 25.50% | $1.4M | 1.36% | +85,074 | NEW |
| 15 | EA | ELECTRONIC ARTS INC | $203.00 | -0.20% | 36.26% | 44.76% | $1.3M | 1.32% | +4,446 | +208.5% |
| 16 | VG | VENTURE GLOBAL INC | $12.80 | -2.74% | -15.36% | -14.47% | $1.2M | 1.23% | +79,314 | NEW |
| 17 | KVUE | KENVUE INC | $17.71 | 4.92% | -14.71% | -24.27% | $1.1M | 1.06% | +26,382 | +72.4% |
| 18 | GRND | GRINDR INC | $10.90 | 1.87% | -53.30% | 8.57% | $1.1M | 1.04% | +60,289 | +222.0% |
| 19 | OCUL | OCULAR THERAPEUTIX INC | $8.25 | -6.25% | -8.54% | -25.07% | $1.0M | 1.03% | +123,924 | NEW |
| 20 | BCRX | BIOCRYST PHARMACEUTICALS INC | $8.35 | -0.71% | -23.82% | -47.83% | $899K | 0.88% | +94,388 | NEW |
| 21 | GLNG | GOLAR LNG LTD | $51.13 | 0.92% | 24.26% | 405.11% | $799K | 0.78% | +14,774 | NEW |
| 22 | RSVR | RESERVOIR MEDIA INC | $10.32 | 0.88% | 41.37% | 14.67% | $574K | 0.56% | +58,648 | NEW |
| 23 | NOW | SERVICENOW INC | $112.45 | -5.79% | -45.42% | -4.36% | $552K | 0.54% | +5,280 | NEW |
| 24 | CHTR | CHARTER COMMUNICATIONS INC | $132.12 | 2.38% | -66.67% | -82.24% | $549K | 0.54% | +2,545 | NEW |
| 25 | LNG | CHENIERE ENERGY INC | — | — | -0.79% | 194.92% | $538K | 0.53% | +1,896 | NEW |
| 26 | FLNG | FLEX LNG LTD | $29.77 | 0.54% | 47.45% | 301.10% | $521K | 0.51% | +17,550 | NEW |
| 27 | KHC | KRAFT HEINZ CO | $22.58 | 0.49% | -9.86% | -24.81% | $401K | 0.39% | +17,811 | NEW |
| 28 | PZZA | PAPA JOHNS INTL INC | $31.65 | -0.85% | -32.92% | -67.46% | $301K | 0.30% | +9,294 | NEW |
| 29 | LION | LIONSGATE STUDIOS CORP | $13.40 | -0.74% | 107.43% | 37.72% | $270K | 0.26% | — | HELD |
| 30 | SGRY | SURGERY PARTNERS INC | $13.71 | 0.22% | -40.88% | -74.87% | $189K | 0.19% | +5,276 | +50.0% |
| 31 | RNAGBP | AVIDITY BIOSCIENCES INC | — | — | — | — | — | — | −5,777 | EXITED |
| 32 | HNI | HNI CORP | $31.14 | 3.46% | — | — | — | — | −5,630 | EXITED |
| 33 | ILMN | ILLUMINA INC | $158.85 | -2.14% | — | — | — | — | −1,302 | EXITED |
| 34 | PD 1.5 10/15/28 * | PAGERDUTY INC | — | — | — | — | — | — | −7,020 | EXITED |
Source: SEC EDGAR · accession 0001346570-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.