Marble Bar Asset Management LLP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Marble Bar Asset Management LLP disclosed 30 US equity positions worth $101.8m in its Q1 2026 13F filing. The largest position was NSC at 52.1% of the reported book, followed by VISN and WBD.
What did Marble Bar Asset Management LLP own in Q1 2026? Top 30 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | NSC NORFOLK SOUTHN CORP | Industrials | 52.1% | $53.1m | 185,000 | – | |
| 2 | VISN VISTANCE NETWORKS INC | Technology | 6.0% | $6.2m | 338,019 | – | |
| 3 | WBD WARNER BROS DISCOVERY INC | Communication Services | 4.3% | $4.4m | 159,445 | – | |
| 4 | NWS NEWS CORP NEW | Communication Services | 4.2% | $4.3m | 150,768 | – | |
| 5 | ECHO ECHOSTAR CORP | Communication Services | 4.1% | $4.2m | 35,880 | – | |
| 6 | FWONA LIBERTY MEDIA CORP DEL | Communication Services | 3.9% | $3.9m | 43,046 | – | |
| 7 | BRSL BRIGHTSTAR LOTTERY PLC | Consumer Cyclical | 2.5% | $2.5m | 198,208 | – | |
| 8 | ATEX ANTERIX INC | Communication Services | 2.0% | $2.0m | 53,509 | – | |
| 9 | RNA ATRIUM THERAPEUTICS INC | 1.9% | $2.0m | 147,000 | – | ||
| 10 | HO1 HOLOGIC INC | 1.8% | $1.8m | 24,183 | – | ||
| 11 | ELME ELME COMMUNITIES | Real Estate | 1.7% | $1.8m | 880,000 | – | |
| 12 | LE LANDS END INC NEW | 1.5% | $1.5m | 133,490 | – | ||
| 13 | PRTH PRIORITY TECHNOLOGY HLDGS IN | 1.4% | $1.4m | 295,308 | – | ||
| 14 | TBPH THERAVANCE BIOPHARMA INC | Healthcare | 1.4% | $1.4m | 85,074 | – | |
| 15 | EA ELECTRONIC ARTS INC | Communication Services | 1.3% | $1.3m | 6,578 | – | |
| 16 | VG VENTURE GLOBAL INC | Energy | 1.2% | $1.2m | 79,314 | – | |
| 17 | KVUE KENVUE INC | Consumer Defensive | 1.1% | $1.1m | 62,843 | – | |
| 18 | GRND GRINDR INC | Technology | 1.0% | $1.1m | 87,448 | – | |
| 19 | OCUL OCULAR THERAPEUTIX INC | Healthcare | 1.0% | $1.0m | 123,924 | – | |
| 20 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 0.9% | $898.6k | 94,388 | – | |
| 21 | GLNG GOLAR LNG LTD | Energy | 0.8% | $799.4k | 14,774 | – | |
| 22 | RSVR RESERVOIR MEDIA INC | 0.6% | $574.2k | 58,648 | – | ||
| 23 | NOW SERVICENOW INC | Technology | 0.5% | $552.0k | 5,280 | – | |
| 24 | CHTR CHARTER COMMUNICATIONS INC | Communication Services | 0.5% | $549.4k | 2,545 | – | |
| 25 | LNG CHENIERE ENERGY INC | Energy | 0.5% | $538.0k | 1,896 | – | |
| 26 | FLNG FLEX LNG LTD | Energy | 0.5% | $521.4k | 17,550 | – | |
| 27 | KHC KRAFT HEINZ CO | Consumer Defensive | 0.4% | $400.6k | 17,811 | – | |
| 28 | PZZA PAPA JOHNS INTL INC | Consumer Cyclical | 0.3% | $301.2k | 9,294 | – | |
| 29 | LION LIONSGATE STUDIOS CORP | 0.3% | $269.7k | 28,118 | – | ||
| 30 | SGRY SURGERY PARTNERS INC | Healthcare | 0.2% | $188.7k | 15,828 | – |
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.