Marble Bar Asset Management Llp Portfolio Stock Holdings
Marble Bar Asset Management Llp disclosed 30 stock positions valued at approximately $101.8 million in its latest SEC 13F filing. The largest holdings include NORFOLK SOUTHN CORP, VISTANCE NETWORKS INC, and WARNER BROS DISCOVERY INC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 30
- Portfolio Value
- $101.8M
Holdings by Sector
Marble Bar Asset Management Llp Portfolio Holdings in Q1 2026
24 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NORFOLK SOUTHN CORP | NSC | Industrials | 52.13% | 185,000 | +185,000 | +100.00% | $53,095,000 |
| VISTANCE NETWORKS INC | COMM | Technology | 6.04% | 338,019 | +338,019 | +100.00% | $6,151,946 |
| WARNER BROS DISCOVERY INC | WBD | Communication Services | 4.30% | 159,445 | +148,282 | +1328.33% | $4,378,360 |
| NEWS CORP NEW | NWS | Communication Services | 4.22% | 150,768 | +150,768 | +100.00% | $4,298,396 |
| ECHOSTAR CORP | SATS | Technology | 4.12% | 35,880 | +35,880 | +100.00% | $4,200,472 |
| LIBERTY MEDIA CORP DEL | FWONA | Communication Services | 3.87% | 43,046 | +43,046 | +100.00% | $3,944,735 |
| ANTERIX INC | ATEX | Communication Services | 2.01% | 53,509 | +40,243 | +303.35% | $2,043,509 |
| HOLOGIC INC | HOLX | Healthcare | 1.79% | 24,183 | +24,183 | +100.00% | $1,827,993 |
| ELME COMMUNITIES | ELME | Real Estate | 1.74% | 880,000 | +826,353 | +1540.35% | $1,768,800 |
| LANDS END INC NEW | LE | Consumer Cyclical | 1.47% | 133,490 | +133,490 | +100.00% | $1,500,428 |
| PRIORITY TECHNOLOGY HLDGS IN | PRTH | Technology | 1.37% | 295,308 | +295,308 | +100.00% | $1,393,854 |
| ELECTRONIC ARTS INC | EA | Communication Services | 1.32% | 6,578 | +4,446 | +208.54% | $1,341,057 |
| KENVUE INC | KVUE | Consumer Defensive | 1.06% | 62,843 | +26,382 | +72.36% | $1,083,413 |
| GRINDR INC | GRND | Technology | 1.04% | 87,448 | +60,289 | +221.99% | $1,057,246 |
| OCULAR THERAPEUTIX INC | OCUL | Healthcare | 1.03% | 123,924 | +123,924 | +100.00% | $1,049,636 |
| BIOCRYST PHARMACEUTICALS INC | BCRX | Healthcare | 0.88% | 94,388 | +94,388 | +100.00% | $898,574 |
| GOLAR LNG LTD | G9456A100 | Other | 0.78% | 14,774 | +14,774 | +100.00% | $799,421 |
| RESERVOIR MEDIA INC | RSVR | Communication Services | 0.56% | 58,648 | +58,648 | +100.00% | $574,164 |
| SERVICENOW INC | NOW | Technology | 0.54% | 5,280 | +5,280 | +100.00% | $552,024 |
| CHARTER COMMUNICATIONS INC | CHTR | Communication Services | 0.54% | 2,545 | +2,545 | +100.00% | $549,415 |
| CHENIERE ENERGY INC | LNG | Energy | 0.53% | 1,896 | +1,896 | +100.00% | $538,009 |
| KRAFT HEINZ CO | KHC | Consumer Defensive | 0.39% | 17,811 | +17,811 | +100.00% | $400,569 |
| PAPA JOHNS INTL INC | PZZA | Consumer Cyclical | 0.30% | 9,294 | +9,294 | +100.00% | $301,219 |
| SURGERY PARTNERS INC | SGRY | Healthcare | 0.19% | 15,828 | +5,276 | +50.00% | $188,670 |