Marble Bar Asset Management LLP
13F Reported Value
ⓘ$144.2M
Holdings
42
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Marble Bar Asset Management LLP disclosed 42 positions worth $144.2M in its Form 13F-HR for Q2 2026, led by $WBD (Warner Bros. Discovery, Inc.) at 33.1% of the equity portfolio, followed by $ECHO and $MPT. During the quarter the fund opened 19 new positions and exited 7 — including a new stake in $MPT and a full exit from $NWS. The portfolio is most concentrated in Communication Services (69.9% of disclosed assets). All figures are sourced directly from Marble Bar Asset Management LLP’s Form 13F-HR filing with the SEC under CIK 1346570.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 41.4#2,060
Quality
$47.7M1,788,868 sh - 32.8#2,411
Quality
$36.6M360,393 sh - 38.2#2,245
Quality
$7.3M1,570,000 sh - 61.4
Quality
$7.0M68,248 sh - 33.8
Quality
$4.4M340,489 sh - 63.2
Quality
$2.7M26,591 sh - 62.9
Quality
$2.7M13,115 sh - —
Quality
$2.6M240,848 sh - 60.8
Quality
$2.0M15,000 sh - —
Quality
$1.8M6,500 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Warner Bros. Discovery, Inc.$WBD | 41.4#2,060 | $47.7M | 1,788,868 |
 EchoStar CORP$ECHO | 32.8#2,411 | $36.6M | 360,393 |
 MEDICAL PROPERTIES TRUST INC$MPT | 38.2#2,245 | $7.3M | 1,570,000 |
 Anterix Inc.$ATEX | 61.4 | $7.0M | 68,248 |
 Vistance Networks, Inc.$VISN | 33.8 | $4.4M | 340,489 |
 Liberty Media Corp$FWONA | 63.2 | $2.7M | 26,591 |
 ELECTRONIC ARTS INC.$EA | 62.9 | $2.7M | 13,115 |
 Brightstar Lottery PLC$BRSL | — | $2.6M | 240,848 |
 United Airlines Holdings, Inc.$UAL | 60.8 | $2.0M | 15,000 |
 FTAI Aviation Ltd.$FTAI | — | $1.8M | 6,500 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Marble Bar Asset Management LLP's 42 positions.
Showing top 10 of 42 holdings.
Sector Allocation
Communication Services
$100.8M
Industrials
$13.2M
Technology
$9.5M
Real Estate
$8.5M
Healthcare
$6.2M
Consumer Discretionary
$3.2M
Consumer Staples
$1.2M
Energy
$1.1M
Full Holdings — Marble Bar Asset Management LLP (Q2 2026)
All 42 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $WBD | Warner Bros. Discovery, Inc. | $47.7M | 33.1% | +1022% | 41.4 |
| 2 | $ECHO | EchoStar CORP | $36.6M | 25.4% | +904% | 32.8 |
| 3 | $MPT | MEDICAL PROPERTIES TRUST INC | $7.3M | 5.0% | NEW | 38.2 |
| 4 | $ATEX | Anterix Inc. | $7.0M | 4.9% | +28% | 61.4 |
| 5 | $VISN | Vistance Networks, Inc. | $4.4M | 3.0% | +1% | 33.8 |
| 6 | $FWONA | Liberty Media Corp | $2.7M | 1.9% | -38% | 63.2 |
| 7 | $EA | ELECTRONIC ARTS INC. | $2.7M | 1.9% | +99% | 62.9 |
| 8 | $BRSL | Brightstar Lottery PLC | $2.6M | 1.8% | +22% | — |
| 9 | $UAL | United Airlines Holdings, Inc. | $2.0M | 1.4% | NEW | 60.8 |
| 10 | $FTAI | FTAI Aviation Ltd. | $1.8M | 1.2% | NEW | — |
| 11 |  $AERO | Grupo Aeromexico, S.A.B. de C.V. | $1.7M | 1.2% | NEW | — |
| 12 |  $MGM | MGM Resorts International | $1.7M | 1.2% | NEW | 55.2 |
| 13 |  $PRTH | Priority Technology Holdings, Inc. | $1.7M | 1.2% | -15% | 60.4 |
| 14 |  $LION | Lionsgate Studios Corp. | $1.6M | 1.1% | +281% | 43.4 |
| 15 |  $NSC | NORFOLK SOUTHERN CORP | $1.6M | 1.1% | -97% | 63.2 |
| 16 |  $GRND | Grindr Inc. | $1.5M | 1.0% | +17% | 72 |
| 17 |  $GLNG | GOLAR LNG LTD | $1.5M | 1.0% | +98% | — |
| 18 |  $RNA.R1599901 | Avidity Biosciences, Inc. | $1.4M | 1.0% | -29% | — |
| 19 |  $ALK | ALASKA AIR GROUP, INC. | $1.3M | 0.9% | NEW | 61.3 |
| 20 |  $ELME | Elme Communities | $1.3M | 0.9% | -1% | 27.8 |
| 21 |  $OCUL | OCULAR THERAPEUTIX, INC | $1.2M | 0.8% | -1% | 8.4 |
| 22 |  $KVUE | Kenvue Inc. | $1.2M | 0.8% | -1% | 60.3 |
| 23 |  $VG | Venture Global, Inc. | $1.1M | 0.8% | +25% | 69.5 |
| 24 |  $AER | AerCap Holdings N.V. | $1.0M | 0.7% | NEW | — |
| 25 |  $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | $1.0M | 0.7% | +180% | 59 |
| 26 |  $LE | LANDS' END, INC. | $1.0M | 0.7% | -28% | 48.8 |
| 27 |  $QDEL | QuidelOrtho Corp | $875,750 | 0.6% | NEW | 28.2 |
| 28 |  $SGRY | Surgery Partners, Inc. | $782,695 | 0.5% | +194% | 53.1 |
| 29 |  $AD | ARRAY DIGITAL INFRASTRUCTURE, INC. | $766,065 | 0.5% | NEW | 34.8 |
| 30 |  $FWRD | FORWARD AIR CORP | $631,174 | 0.4% | NEW | 41.7 |
| 31 |  $BCRX | BIOCRYST PHARMACEUTICALS INC | $623,390 | 0.4% | -34% | 53.2 |
| 32 |  $RSVR | Reservoir Media, Inc. | $571,128 | 0.4% | -2% | 54.9 |
| 33 |  $MRX | Marex Group Ltd | $548,550 | 0.4% | NEW | — |
| 34 |  $GRAL | GRAIL, Inc. | $538,992 | 0.4% | NEW | 31.6 |
| 35 |  $NOW | ServiceNow, Inc. | $517,745 | 0.4% | -1% | 72.9 |
| 36 |  $SSNC | SS&C Technologies Holdings Inc | $434,350 | 0.3% | NEW | 68.2 |
| 37 |  $INBX | Inhibrx Biosciences, Inc. | $335,131 | 0.2% | NEW | 30 |
| 38 |  $HGV | Hilton Grand Vacations Inc. | $314,220 | 0.2% | NEW | 56.1 |
| 39 |  $PRGO | PERRIGO Co plc | $207,800 | 0.1% | NEW | — |
| 40 |  $OCS | Oculis Holding AG | $205,359 | 0.1% | NEW | — |
| 41 |  $MANU | Manchester United plc | $203,573 | 0.1% | NEW | — |
| 42 |  $DRVN | Driven Brands Holdings Inc. | $181,220 | 0.1% | NEW | 54.9 |
New Positions (19)
$MPT MEDICAL PROPERTIES TRUST INC$7.3M$UAL United Airlines Holdings, Inc.$2.0M$FTAI FTAI Aviation Ltd.$1.8M$AERO Grupo Aeromexico, S.A.B. de C.V.$1.7M$MGM MGM Resorts International$1.7M$ALK ALASKA AIR GROUP, INC.$1.3M$AER AerCap Holdings N.V.$1.0M$QDEL QuidelOrtho Corp$875,750$AD ARRAY DIGITAL INFRASTRUCTURE, INC.$766,065$FWRD FORWARD AIR CORP$631,174$MRX Marex Group Ltd$548,550$GRAL GRAIL, Inc.$538,992$SSNC SS&C Technologies Holdings Inc$434,350$INBX Inhibrx Biosciences, Inc.$335,131$HGV Hilton Grand Vacations Inc.$314,220
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