Marble Bar Asset Management LLP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Marble Bar Asset Management LLP disclosed 12 US equity positions worth $4.3m in its Q4 2025 13F filing. The largest position was ELME at 21.6% of the reported book, followed by KVUE and EA.
What did Marble Bar Asset Management LLP own in Q4 2025? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | ELME ELME COMMUNITIES | Real Estate | 21.6% | $933.5k | 53,647 | – | |
| 2 | KVUE KENVUE INC | Consumer Defensive | 14.6% | $629.0k | 36,461 | – | |
| 3 | EA ELECTRONIC ARTS INC | Communication Services | 10.1% | $435.6k | 2,132 | – | |
| 4 | RNAGBP AVIDITY BIOSCIENCES INC | 9.7% | $416.7k | 5,777 | – | ||
| 5 | GRND GRINDR INC | Technology | 8.5% | $367.7k | 27,159 | – | |
| 6 | WBD WARNER BROS DISCOVERY INC | Communication Services | 7.5% | $321.7k | 11,163 | – | |
| 7 | ATEX ANTERIX INC | 6.7% | $289.6k | 13,266 | – | ||
| 8 | LION LIONSGATE STUDIOS CORP | 6.0% | $256.7k | 28,118 | – | ||
| 9 | HNI HNI CORP | Consumer Cyclical | 5.5% | $236.7k | 5,630 | – | |
| 10 | ILMN ILLUMINA INC | Healthcare | 4.0% | $170.8k | 1,302 | – | |
| 11 | SGRY SURGERY PARTNERS INC | Healthcare | 3.8% | $163.0k | 10,552 | – | |
| 12 | PD PAGERDUTY INC | 2.1% | $92.0k | 7,020 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.