Marble Bar Asset Management LLP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Marble Bar Asset Management LLP reported 42 stock positions worth $144.2 million. Its top holding was Warner Bros Discovery (WBD) at 33.1% of the portfolio, followed by Echostar Class A (ECHO, 25.4%) and Medical Properties Trust (MPT, 5.0%). Compared with Q1 2026, it opened 19 new positions, sold out of 7, added to 12 and reduced 11. The biggest buy was Warner Bros Discovery (WBD, shares +1022%) and the biggest sale Norfolk Southern (NSC, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001346570
- Portfolio Value
- $144.2M (Q2 2026)
- SEC Filing
- 0001346570-26-000007 ↗ filed Aug 14, 2026
Holdings Value
Holdings 42 stocks · $144.2M
| WBD Warner Bros Discovery Inc. | 33.08% | 1,788,868 | $47.7M | Add +1021.9% |
| ECHO Echostar Corp. Class A | 25.37% | 360,393 | $36.6M | Add +904.4% |
| MPT Medical Properties Trust Inc. | 5.03% | 1,570,000 | $7.3M | New |
| ATEX Anterix Inc. | 4.87% | 68,248 | $7.0M | Add +27.5% |
| VISN Vistance Networks Inc. | 3.02% | 340,489 | $4.4M | Add +0.7% |
| FWONA Liberty Media Corp. Class A | 1.87% | 26,591 | $2.7M | Reduce -38.2% |
| EA Electronic Arts Inc. | 1.87% | 13,115 | $2.7M | Add +99.4% |
| BRSL Brightstar Lottery PLC | 1.79% | 240,848 | $2.6M | Add +21.5% |
| UAL United Airlines Holdings Inc. | 1.41% | 15,000 | $2.0M | New |
| FTAI Ftai Aviation Ltd. | 1.22% | 6,500 | $1.8M | New |
| AERO Grupo Aeromexico Sab DE CV | 1.20% | 96,000 | $1.7M | New |
| MGM MGM Resorts International | 1.18% | 35,434 | $1.7M | New |
| PRTH Priority Technology Holdings | 1.17% | 251,836 | $1.7M | Reduce -14.7% |
| LION Lionsgate Studios Corp. | 1.14% | 107,186 | $1.6M | Add +281.2% |
| NSC Norfolk Southern Corp. | 1.08% | 4,941 | $1.6M | Reduce -97.3% |
| GRND Grindr Inc. | 1.02% | 102,268 | $1.5M | Add +16.9% |
| GLNG Golar LNG Ltd. | 1.01% | 29,258 | $1.5M | Add +98.0% |
| RNA Atrium Therapeutics Inc. | 0.97% | 103,849 | $1.4M | Reduce -29.4% |
| ALK Alaska Air Group Inc. | 0.93% | 25,800 | $1.3M | New |
| ELME Elme Communities | 0.89% | 870,102 | $1.3M | Reduce -1.1% |
| OCUL Ocular Therapeutix Inc. | 0.83% | 122,518 | $1.2M | Reduce -1.1% |
| KVUE Kenvue Inc. | 0.82% | 62,078 | $1.2M | Reduce -1.2% |
| VG Venture Global Inc. Class A | 0.76% | 98,839 | $1.1M | Add +24.6% |
| AER Aercap Holdings NV | 0.71% | 7,000 | $1.0M | New |
| CHTR Charter Communications Inc. Class A | 0.70% | 7,124 | $1.0M | Add +179.9% |
| LE Lands' End Inc. | 0.69% | 95,483 | $1.0M | Reduce -28.5% |
| QDEL Quidelortho Corp. | 0.61% | 50,000 | $876K | New |
| SGRY Surgery Partners Inc. | 0.54% | 46,589 | $783K | Add +194.3% |
| AD Array Digital Infrastructure | 0.53% | 21,127 | $766K | New |
| FWRD Forward Air Corp. | 0.44% | 46,719 | $631K | New |
| BCRX Biocryst Pharmaceuticals Inc. | 0.43% | 62,339 | $623K | Reduce -34.0% |
| RSVR Reservoir Media Inc. | 0.40% | 57,748 | $571K | Reduce -1.5% |
| MRX Marex UK Holdings Ltd. filed as MAREX GROUP PLC | 0.38% | 9,000 | $549K | New |
| GRAL Grail Inc. | 0.37% | 7,895 | $539K | New |
| NOW ServiceNow Inc. | 0.36% | 5,215 | $518K | Reduce -1.2% |
| SSNC Ss&c Technologies Holdings | 0.30% | 7,000 | $434K | New |
| INBX Inhibrx Biosciences Inc. | 0.23% | 3,537 | $335K | New |
| HGV Hilton Grand Vacations Inc. | 0.22% | 6,000 | $314K | New |
| PRGO Perrigo Co. PLC | 0.14% | 20,000 | $208K | New |
| OCS Oculis Holding AG | 0.14% | 14,806 | $205K | New |
| MANU Manchester United PLC Class A | 0.14% | 8,878 | $204K | New |
| DRVN Driven Brands Holdings Inc. | 0.13% | 13,000 | $181K | New |
Portfolio Sells Q1 2026 → Q2 2026
| NSC Norfolk Southern Corp. | Reduce -97.3% | 1.08% | −51.05 |
| NWS News Corp. Class B | Sold out | 0.00% | −4.22 |
| FWONA Liberty Media Corp. Class A | Reduce -38.2% | 1.87% | −2.01 |
| HOLX Hologic Inc. | Sold out | 0.00% | −1.79 |
| TBPH Theravance Biopharma Inc. | Sold out | 0.00% | −1.36 |
| RNA Atrium Therapeutics Inc. | Reduce -29.4% | 0.97% | −0.96 |
| ELME Elme Communities | Reduce -1.1% | 0.89% | −0.84 |
| LE Lands' End Inc. | Reduce -28.5% | 0.69% | −0.78 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.53 |
| FLNG Flex LNG Ltd. | Sold out | 0.00% | −0.51 |
| BCRX Biocryst Pharmaceuticals Inc. | Reduce -34.0% | 0.43% | −0.45 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.39 |
| PZZA Papa John's Intl Inc. | Sold out | 0.00% | −0.30 |
| KVUE Kenvue Inc. | Reduce -1.2% | 0.82% | −0.24 |
| PRTH Priority Technology Holdings | Reduce -14.7% | 1.17% | −0.20 |
| OCUL Ocular Therapeutix Inc. | Reduce -1.1% | 0.83% | −0.20 |
| NOW ServiceNow Inc. | Reduce -1.2% | 0.36% | −0.18 |
| RSVR Reservoir Media Inc. | Reduce -1.5% | 0.40% | −0.17 |
Portfolio Buys Q1 2026 → Q2 2026
| WBD Warner Bros Discovery Inc. | Add +1021.9% | 33.08% | +28.78 |
| ECHO Echostar Corp. Class A | Add +904.4% | 25.37% | +21.25 |
| MPT Medical Properties Trust Inc. | New | 5.03% | +5.03 |
| ATEX Anterix Inc. | Add +27.5% | 4.87% | +2.87 |
| UAL United Airlines Holdings Inc. | New | 1.41% | +1.41 |
| FTAI Ftai Aviation Ltd. | New | 1.22% | +1.22 |
| AERO Grupo Aeromexico Sab DE CV | New | 1.20% | +1.20 |
| MGM MGM Resorts International | New | 1.18% | +1.18 |
| ALK Alaska Air Group Inc. | New | 0.93% | +0.93 |
| LION Lionsgate Studios Corp. | Add +281.2% | 1.14% | +0.87 |
| AER Aercap Holdings NV | New | 0.71% | +0.71 |
| QDEL Quidelortho Corp. | New | 0.61% | +0.61 |
| EA Electronic Arts Inc. | Add +99.4% | 1.87% | +0.55 |
| AD Array Digital Infrastructure | New | 0.53% | +0.53 |
| FWRD Forward Air Corp. | New | 0.44% | +0.44 |
| MRX Marex UK Holdings Ltd. | New | 0.38% | +0.38 |
| GRAL Grail Inc. | New | 0.37% | +0.37 |
| SGRY Surgery Partners Inc. | Add +194.3% | 0.54% | +0.36 |
| SSNC Ss&c Technologies Holdings | New | 0.30% | +0.30 |
| INBX Inhibrx Biosciences Inc. | New | 0.23% | +0.23 |
| GLNG Golar LNG Ltd. | Add +98.0% | 1.01% | +0.23 |
| HGV Hilton Grand Vacations Inc. | New | 0.22% | +0.22 |
| CHTR Charter Communications Inc. Class A | Add +179.9% | 0.70% | +0.16 |
| PRGO Perrigo Co. PLC | New | 0.14% | +0.14 |
| OCS Oculis Holding AG | New | 0.14% | +0.14 |
| MANU Manchester United PLC Class A | New | 0.14% | +0.14 |
| DRVN Driven Brands Holdings Inc. | New | 0.13% | +0.13 |
| GRND Grindr Inc. | Add +16.9% | 1.02% | −0.02 |
| VG Venture Global Inc. Class A | Add +24.6% | 0.76% | −0.46 |
| BRSL Brightstar Lottery PLC | Add +21.5% | 1.79% | −0.69 |
| VISN Vistance Networks Inc. | Add +0.7% | 3.02% | −3.02 |