Marble Bar Asset Management LLP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Marble Bar Asset Management LLP disclosed 42 US equity positions worth $144.2m in its Q2 2026 13F filing. The largest position was WBD at 33.1% of the reported book, followed by ECHO and MPT. Against the Q1 2026 filing, it opened 19 new positions, added to 12 and reduced 11 among the top 42 holdings.
What did Marble Bar Asset Management LLP own in Q2 2026? Top 42 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | WBD WARNER BROS DISCOVERY INC | Communication Services | 33.1% | $47.7m | 1,788,868 | 1022% | added |
| 2 | ECHO ECHOSTAR CORP | Communication Services | 25.4% | $36.6m | 360,393 | 904% | added |
| 3 | MPT MEDICAL PROPERTIES TRUST INC | Real Estate | 5.0% | $7.3m | 1,570,000 | – | new |
| 4 | ATEX ANTERIX INC | Communication Services | 4.9% | $7.0m | 68,248 | 28% | added |
| 5 | VISN VISTANCE NETWORKS INC | Technology | 3.0% | $4.4m | 340,489 | 1% | added |
| 6 | FWONA LIBERTY MEDIA CORP DEL | Communication Services | 1.9% | $2.7m | 26,591 | -38% | reduced |
| 7 | EA ELECTRONIC ARTS INC | Communication Services | 1.9% | $2.7m | 13,115 | 99% | added |
| 8 | BRSL BRIGHTSTAR LOTTERY PLC | Consumer Cyclical | 1.8% | $2.6m | 240,848 | 22% | added |
| 9 | UAL UNITED AIRLS HLDGS INC | Industrials | 1.4% | $2.0m | 15,000 | – | new |
| 10 | FTAI AVIATION LTD | 1.2% | $1.8m | 6,500 | – | new | |
| 11 | GRUPO AEROMEXICO SAB DE CV | 1.2% | $1.7m | 96,000 | – | new | |
| 12 | MGM MGM RESORTS INTERNATIONAL | Consumer Cyclical | 1.2% | $1.7m | 35,434 | – | new |
| 13 | PRTH PRIORITY TECHNOLOGY HLDGS IN | 1.2% | $1.7m | 251,836 | -15% | reduced | |
| 14 | LION LIONSGATE STUDIOS CORP | 1.1% | $1.6m | 107,186 | 281% | added | |
| 15 | NSC NORFOLK SOUTHN CORP | Industrials | 1.1% | $1.6m | 4,941 | -97% | reduced |
| 16 | GRND GRINDR INC | Technology | 1.0% | $1.5m | 102,268 | 17% | added |
| 17 | GLNG GOLAR LNG LTD | Energy | 1.0% | $1.5m | 29,258 | 98% | added |
| 18 | RNA ATRIUM THERAPEUTICS INC | 1.0% | $1.4m | 103,849 | -29% | reduced | |
| 19 | ALK ALASKA AIR GROUP INC | Industrials | 0.9% | $1.3m | 25,800 | – | new |
| 20 | ELME ELME COMMUNITIES | Real Estate | 0.9% | $1.3m | 870,102 | -1% | reduced |
| 21 | OCUL OCULAR THERAPEUTIX INC | Healthcare | 0.8% | $1.2m | 122,518 | -1% | reduced |
| 22 | KVUE KENVUE INC | Consumer Defensive | 0.8% | $1.2m | 62,078 | -1% | reduced |
| 23 | VG VENTURE GLOBAL INC | Energy | 0.8% | $1.1m | 98,839 | 25% | added |
| 24 | AERCAP HOLDINGS NV | 0.7% | $1.0m | 7,000 | – | new | |
| 25 | CHTR CHARTER COMMUNICATIONS INC | Communication Services | 0.7% | $1.0m | 7,124 | 180% | added |
| 26 | LE LANDS END INC NEW | 0.7% | $1.0m | 95,483 | -28% | reduced | |
| 27 | QDEL QUIDELORTHO CORP | Healthcare | 0.6% | $875.8k | 50,000 | – | new |
| 28 | SGRY SURGERY PARTNERS INC | Healthcare | 0.5% | $782.7k | 46,589 | 194% | added |
| 29 | AD ARRAY DIGITAL INFRASTRUCTURE | Communication Services | 0.5% | $766.1k | 21,127 | – | new |
| 30 | FWRD FORWARD AIR CORP | 0.4% | $631.2k | 46,719 | – | new | |
| 31 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 0.4% | $623.4k | 62,339 | -34% | reduced |
| 32 | RSVR RESERVOIR MEDIA INC | 0.4% | $571.1k | 57,748 | -2% | reduced | |
| 33 | MRX MAREX GROUP PLC | Financial Services | 0.4% | $548.5k | 9,000 | – | new |
| 34 | GRAL GRAIL INC | Healthcare | 0.4% | $539.0k | 7,895 | – | new |
| 35 | NOW SERVICENOW INC | Technology | 0.4% | $517.7k | 5,215 | -1% | reduced |
| 36 | SSNC SS&C TECH HLDGS | Technology | 0.3% | $434.4k | 7,000 | – | new |
| 37 | INBX INHIBRX BIOSCIENCES INC | Healthcare | 0.2% | $335.1k | 3,537 | – | new |
| 38 | HGV HILTON GRAND VACATIONS INC | Consumer Cyclical | 0.2% | $314.2k | 6,000 | – | new |
| 39 | PRGO PERRIGO CO PLC | Healthcare | 0.1% | $207.8k | 20,000 | – | new |
| 40 | OCULIS HOLDING AG | 0.1% | $205.4k | 14,806 | – | new | |
| 41 | MANCHESTER UTD PLC NEW | 0.1% | $203.6k | 8,878 | – | new | |
| 42 | DRVN DRIVEN BRANDS HLDGS INC | Consumer Cyclical | 0.1% | $181.2k | 13,000 | – | new |
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.