Marble Bar Asset Management LLP 13F Holdings · Q2 2026
Marble Bar Asset Management LLP reported 42 securities worth $144.18M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: WBD (33.08%), ECHO (25.37%), MPT (5.03%). Among its top 25 positions this quarter: 7 new, 11 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WBD | WARNER BROS DISCOVERY INC | $47.7M | 33.08% | 1.8M | Added |
| 2 | ECHO | ECHOSTAR CORP | $36.6M | 25.37% | 360,393 | Added |
| 3 | MPT | MEDICAL PROPERTIES TRUST INC | $7.3M | 5.03% | 1.6M | New |
| 4 | ATEX | ANTERIX INC | $7.0M | 4.87% | 68,248 | Added |
| 5 | VISN | VISTANCE NETWORKS INC | $4.4M | 3.02% | 340,489 | Added |
| 6 | EA | ELECTRONIC ARTS INC | $2.7M | 1.87% | 13,115 | Added |
| 7 | FWONA | LIBERTY MEDIA CORP DEL | $2.7M | 1.87% | 26,591 | Trimmed |
| 8 | BRSL | BRIGHTSTAR LOTTERY PLC | $2.6M | 1.79% | 240,848 | Added |
| 9 | UAL | UNITED AIRLS HLDGS INC | $2.0M | 1.41% | 15,000 | New |
| 10 | FTAI | FTAI AVIATION LTD | $1.8M | 1.22% | 6,500 | New |
| 11 | AERO | GRUPO AEROMEXICO SAB DE CV | $1.7M | 1.20% | 96,000 | New |
| 12 | MGM | MGM RESORTS INTERNATIONAL | $1.7M | 1.17% | 35,434 | New |
| 13 | PRTH | PRIORITY TECHNOLOGY HLDGS IN | $1.7M | 1.17% | 251,836 | Trimmed |
| 14 | LION | LIONSGATE STUDIOS CORP | $1.6M | 1.14% | 107,186 | Added |
| 15 | NSC | NORFOLK SOUTHN CORP | $1.6M | 1.08% | 4,941 | Trimmed |
| 16 | GRND | GRINDR INC | $1.5M | 1.02% | 102,268 | Added |
| 17 | GLNG | GOLAR LNG LTD | $1.5M | 1.01% | 29,258 | Added |
| 18 | RNA | ATRIUM THERAPEUTICS INC | $1.4M | 0.97% | 103,849 | Trimmed |
| 19 | ALK | ALASKA AIR GROUP INC | $1.3M | 0.93% | 25,800 | New |
| 20 | ELME | ELME COMMUNITIES | $1.3M | 0.89% | 870,102 | Trimmed |
| 21 | OCUL | OCULAR THERAPEUTIX INC | $1.2M | 0.83% | 122,518 | Trimmed |
| 22 | KVUE | KENVUE INC | $1.2M | 0.82% | 62,078 | Trimmed |
| 23 | VG | VENTURE GLOBAL INC | $1.1M | 0.76% | 98,839 | Added |
| 24 | AER | AERCAP HOLDINGS NV | $1.0M | 0.71% | 7,000 | New |
| 25 | CHTR | CHARTER COMMUNICATIONS INC | $1.0M | 0.70% | 7,124 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR