Marble Bar Asset Management LLP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Marble Bar Asset Management LLP reported 30 stock positions worth $101.8 million. Its top holding was Norfolk Southern (NSC) at 52.1% of the portfolio, followed by Vistance Networks (VISN, 6.0%) and Warner Bros Discovery (WBD, 4.3%). Compared with Q4 2025, it opened 22 new positions, sold out of 4 and added to 7. The biggest buy was a new position in Norfolk Southern (NSC) and the biggest sale an exit from Avidity Biosciences (RNAM).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001346570
- Portfolio Value
- $101.8M (Q1 2026)
- SEC Filing
- 0001346570-26-000002 ↗ filed May 14, 2026
Holdings Value
Holdings 30 stocks · $101.8M
| NSC Norfolk Southern Corp. | 52.13% | 185,000 | $53.1M | New |
| VISN Vistance Networks Inc. | 6.04% | 338,019 | $6.2M | New |
| WBD Warner Bros Discovery Inc. | 4.30% | 159,445 | $4.4M | Add +1328.3% |
| NWS News Corp. Class B | 4.22% | 150,768 | $4.3M | New |
| ECHO Echostar Corp. Class A | 4.12% | 35,880 | $4.2M | New |
| FWONA Liberty Media Corp. Class A | 3.87% | 43,046 | $3.9M | New |
| BRSL Brightstar Lottery PLC | 2.48% | 198,208 | $2.5M | New |
| ATEX Anterix Inc. | 2.01% | 53,509 | $2.0M | Add +303.4% |
| RNA Atrium Therapeutics Inc. | 1.93% | 147,000 | $2.0M | New |
| HOLX Hologic Inc. | 1.79% | 24,183 | $1.8M | New |
| ELME Elme Communities | 1.74% | 880,000 | $1.8M | Add +1540.3% |
| LE Lands' End Inc. | 1.47% | 133,490 | $1.5M | New |
| PRTH Priority Technology Holdings | 1.37% | 295,308 | $1.4M | New |
| TBPH Theravance Biopharma Inc. | 1.36% | 85,074 | $1.4M | New |
| EA Electronic Arts Inc. | 1.32% | 6,578 | $1.3M | Add +208.5% |
| VG Venture Global Inc. Class A | 1.23% | 79,314 | $1.2M | New |
| KVUE Kenvue Inc. | 1.06% | 62,843 | $1.1M | Add +72.4% |
| GRND Grindr Inc. | 1.04% | 87,448 | $1.1M | Add +222.0% |
| OCUL Ocular Therapeutix Inc. | 1.03% | 123,924 | $1.0M | New |
| BCRX Biocryst Pharmaceuticals Inc. | 0.88% | 94,388 | $899K | New |
| GLNG Golar LNG Ltd. | 0.78% | 14,774 | $799K | New |
| RSVR Reservoir Media Inc. | 0.56% | 58,648 | $574K | New |
| NOW ServiceNow Inc. | 0.54% | 5,280 | $552K | New |
| CHTR Charter Communications Inc. Class A | 0.54% | 2,545 | $549K | New |
| LNG Cheniere Energy Inc. | 0.53% | 1,896 | $538K | New |
| FLNG Flex LNG Ltd. | 0.51% | 17,550 | $521K | New |
| KHC The Kraft Heinz Co. | 0.39% | 17,811 | $401K | New |
| PZZA Papa John's Intl Inc. | 0.30% | 9,294 | $301K | New |
| LION Lionsgate Studios Corp. | 0.26% | 28,118 | $270K | No change |
| SGRY Surgery Partners Inc. | 0.19% | 15,828 | $189K | Add +50.0% |
Portfolio Sells Q4 2025 → Q1 2026
| RNAM Avidity Biosciences Inc. | Sold out | 0.00% | −9.66 |
| HNI Hni Corp. | Sold out | 0.00% | −5.49 |
| ILMN Illumina Inc. | Sold out | 0.00% | −3.96 |
| PAGERDUTY INC. (PD 1.5 10/15/28 *) | Sold out | 0.00% | −2.13 |
Portfolio Buys Q4 2025 → Q1 2026
| NSC Norfolk Southern Corp. | New | 52.13% | +52.13 |
| VISN Vistance Networks Inc. | New | 6.04% | +6.04 |
| NWS News Corp. Class B | New | 4.22% | +4.22 |
| ECHO Echostar Corp. Class A | New | 4.12% | +4.12 |
| FWONA Liberty Media Corp. Class A | New | 3.87% | +3.87 |
| BRSL Brightstar Lottery PLC | New | 2.48% | +2.48 |
| RNA Atrium Therapeutics Inc. | New | 1.93% | +1.93 |
| HOLX Hologic Inc. | New | 1.79% | +1.79 |
| LE Lands' End Inc. | New | 1.47% | +1.47 |
| PRTH Priority Technology Holdings | New | 1.37% | +1.37 |
| TBPH Theravance Biopharma Inc. | New | 1.36% | +1.36 |
| VG Venture Global Inc. Class A | New | 1.23% | +1.23 |
| OCUL Ocular Therapeutix Inc. | New | 1.03% | +1.03 |
| BCRX Biocryst Pharmaceuticals Inc. | New | 0.88% | +0.88 |
| GLNG Golar LNG Ltd. | New | 0.78% | +0.78 |
| RSVR Reservoir Media Inc. | New | 0.56% | +0.56 |
| NOW ServiceNow Inc. | New | 0.54% | +0.54 |
| CHTR Charter Communications Inc. Class A | New | 0.54% | +0.54 |
| LNG Cheniere Energy Inc. | New | 0.53% | +0.53 |
| FLNG Flex LNG Ltd. | New | 0.51% | +0.51 |
| KHC The Kraft Heinz Co. | New | 0.39% | +0.39 |
| PZZA Papa John's Intl Inc. | New | 0.30% | +0.30 |
| WBD Warner Bros Discovery Inc. | Add +1328.3% | 4.30% | −3.16 |
| SGRY Surgery Partners Inc. | Add +50.0% | 0.19% | −3.59 |
| ATEX Anterix Inc. | Add +303.4% | 2.01% | −4.71 |
| GRND Grindr Inc. | Add +222.0% | 1.04% | −7.49 |
| EA Electronic Arts Inc. | Add +208.5% | 1.32% | −8.78 |
| KVUE Kenvue Inc. | Add +72.4% | 1.06% | −13.52 |
| ELME Elme Communities | Add +1540.3% | 1.74% | −19.91 |