Marble Bar Asset Management LLP

Marble Bar Asset Management LLP reported 42 holdings worth US$144M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Marble Bar Asset Management LLP reported 42 holdings worth US$144M as of Jun 30, 2026. Largest: Warner Bros. Discovery, Inc. - Series A, Echostar Corporation and Medical Properties Trust, Inc. Filed Aug 14, 2026 (Form 13F).

Holdings
42
Value as reported
US$144M

The filing in full

CompanySharesValue as reported% of portfolio
Warner Bros. Discovery, Inc. - Series A1.79MUS$47.7M33.1%
Echostar Corporation360KUS$36.6M25.4%
Medical Properties Trust, Inc.1.57MUS$7.25M5.0%
Anterix Inc.68,248US$7.03M4.9%
Vistance Networks, Inc.340KUS$4.35M3.0%
Liberty Media Corporation - Series A Liberty Formula One24,467US$2.69M1.9%
Electronic Arts Inc.13,115US$2.69M1.9%
United Airlines Holdings, Inc.15,000US$2.04M1.4%
Ftai Aviation Ltd.6,500US$1.76M1.2%
Grupo Aeromexico, S.a.b. De C.v.96,000US$1.73M1.2%
Mgm Resorts International35,434US$1.69M1.2%
Priority Technology Holdings, Inc.252KUS$1.68M1.2%
Lionsgate Studios Corp107KUS$1.64M1.1%
Norfolk Southern Corporation4,941US$1.55M1.1%
Grindr Inc.102KUS$1.47M1.0%
Golar Lng Limited29,258US$1.46M1.0%
Atrium Therapeutics, Inc.104KUS$1.4M0.97%
Alaska Air Group, Inc.25,800US$1.35M0.93%
Elme Communities870KUS$1.29M0.89%
Ocular Therapeutix, Inc.123KUS$1.2M0.83%
Kenvue Inc.62,078US$1.19M0.82%
Venture Global, Inc.98,839US$1.1M0.76%
Charter Communications, Inc.7,124US$1.01M0.70%
Lands' End Inc95,483US$1M0.69%
Quidelortho Corporation50,000US$876K0.61%
Surgery Partners, Inc.46,589US$783K0.54%
Array Digital Infrastructure, Inc.21,127US$766K0.53%
Forward Air Corporation46,719US$631K0.44%
Biocryst Pharmaceuticals, Inc.62,339US$623K0.43%
Reservoir Media, Inc..57,748US$571K0.40%
Grail, Inc.7,895US$539K0.37%
Servicenow, Inc.5,215US$518K0.36%
Ss&c Technologies Holdings, Inc.7,000US$434K0.30%
Inhibrx Biosciences, Inc.3,537US$335K0.23%
Hilton Grand Vacations Inc.6,000US$314K0.22%
Manchester8,878US$204K0.14%
Driven Brands Holdings Inc.13,000US$181K0.13%
The Kraft Heinz Company0US$00.00%
News Corporation0US$00.00%
Papa John's International, Inc.0US$00.00%
Theravance Biopharma, Inc.0US$00.00%
Cheniere Energy, Inc.0US$00.00%
Flex Lng Ltd.0US$00.00%

Source

View original at SEC

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