Marble Bar Asset Management LLP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Marble Bar Asset Management LLP reported 12 stock positions worth $4.3 million. Its top holding was Elme Communities (ELME) at 21.6% of the portfolio, followed by Kenvue (KVUE, 14.6%) and Electronic Arts (EA, 10.1%).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001346570
- Portfolio Value
- $4.3M (Q4 2025)
- SEC Filing
- 0001346570-26-000001 ↗ filed Feb 17, 2026
Holdings Value
Holdings 12 stocks · $4.3M
| ELME Elme Communities | 21.64% | 53,647 | $933K | — |
| KVUE Kenvue Inc. | 14.58% | 36,461 | $629K | — |
| EA Electronic Arts Inc. | 10.10% | 2,132 | $436K | — |
| RNAM Avidity Biosciences Inc. | 9.66% | 5,777 | $417K | — |
| GRND Grindr Inc. | 8.53% | 27,159 | $368K | — |
| WBD Warner Bros Discovery Inc. | 7.46% | 11,163 | $322K | — |
| ATEX Anterix Inc. | 6.71% | 13,266 | $290K | — |
| LION Lionsgate Studios Corp. | 5.95% | 28,118 | $257K | — |
| HNI Hni Corp. | 5.49% | 5,630 | $237K | — |
| ILMN Illumina Inc. | 3.96% | 1,302 | $171K | — |
| SGRY Surgery Partners Inc. | 3.78% | 10,552 | $163K | — |
| PAGERDUTY INC. (PD 1.5 10/15/28 *) | 2.13% | 7,020 | $92K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.