Marble Bar Asset Management LLP — 13F Holdings & Portfolio
CIK 1346570 · latest 13F-HR filed 2026-05-14
Marble Bar Asset Management LLP manages $101.8M in 13F-reported U.S. long-equity assets across 30 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NSC (52.13%), VISN (6.04%), WBD (4.30%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 22 new positions, exited 4, added to 8, and trimmed 0.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$101.8M
Long-equity book
30
Distinct positions
2026-03-31
Filed 2026-05-14
+22 / −4 / ↑8 / ↓0
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- WARNER BROS DISCOVERY INC$4.1M +1260.9%
- ANTERIX INC$1.8M +605.6%
- ELECTRONIC ARTS INC$905.4K +207.8%
- ELME COMMUNITIES$835.3K +89.5%
- GRINDR INC$689.5K +187.5%
New Positions
- NORFOLK SOUTHN CORP$53.1M
- VISTANCE NETWORKS INC$6.2M
- NEWS CORP NEW$4.3M
- ECHOSTAR CORP$4.2M
- LIBERTY MEDIA CORP DEL$3.9M
Exited Positions
- AVIDITY BIOSCIENCES INC$416.7K
- HNI CORP$236.7K
- ILLUMINA INC$170.8K
- PAGERDUTY INC$92.0K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NORFOLK SOUTHN CORP | NSC | 655844108 | $53.1M | 52.13% | 185,000 | SH |
| 2 | VISTANCE NETWORKS INC | VISN | 20337X109 | $6.2M | 6.04% | 338,019 | SH |
| 3 | WARNER BROS DISCOVERY INC | WBD | 934423104 | $4.4M | 4.30% | 159,445 | SH |
| 4 | NEWS CORP NEW | NWS | 65249B208 | $4.3M | 4.22% | 150,768 | SH |
| 5 | ECHOSTAR CORP | SATS | 278768106 | $4.2M | 4.12% | 35,880 | SH |
| 6 | LIBERTY MEDIA CORP DEL | FWONA | 531229771 | $3.9M | 3.87% | 43,046 | SH |
| 7 | BRIGHTSTAR LOTTERY PLC | BRSL | G4863A108 | $2.5M | 2.48% | 198,208 | SH |
| 8 | ANTERIX INC | ATEX | 03676C100 | $2.0M | 2.01% | 53,509 | SH |
| 9 | ATRIUM THERAPEUTICS INC | RNA | 04965N104 | $2.0M | 1.93% | 147,000 | SH |
| 10 | HOLOGIC INC | HOLX | 436440101 | $1.8M | 1.79% | 24,183 | SH |
| 11 | ELME COMMUNITIES | ELME | 939653101 | $1.8M | 1.74% | 880,000 | SH |
| 12 | LANDS END INC NEW | LE | 51509F105 | $1.5M | 1.47% | 133,490 | SH |
| 13 | PRIORITY TECHNOLOGY HLDGS IN | PRTH | 74275G107 | $1.4M | 1.37% | 295,308 | SH |
| 14 | THERAVANCE BIOPHARMA INC | TBPH | G8807B106 | $1.4M | 1.36% | 85,074 | SH |
| 15 | ELECTRONIC ARTS INC | EA | 285512109 | $1.3M | 1.32% | 6,578 | SH |
| 16 | VENTURE GLOBAL INC | VG | 92333F101 | $1.2M | 1.23% | 79,314 | SH |
| 17 | KENVUE INC | KVUE | 49177J102 | $1.1M | 1.06% | 62,843 | SH |
| 18 | GRINDR INC | GRND | 39854F101 | $1.1M | 1.04% | 87,448 | SH |
| 19 | OCULAR THERAPEUTIX INC | OCUL | 67576A100 | $1.0M | 1.03% | 123,924 | SH |
| 20 | BIOCRYST PHARMACEUTICALS INC | BCRX | 09058V103 | $898.6K | 0.88% | 94,388 | SH |
| 21 | GOLAR LNG LTD | GLNG | G9456A100 | $799.4K | 0.78% | 14,774 | SH |
| 22 | RESERVOIR MEDIA INC | RSVR | 76119X105 | $574.2K | 0.56% | 58,648 | SH |
| 23 | SERVICENOW INC | NOW | 81762P102 | $552.0K | 0.54% | 5,280 | SH |
| 24 | CHARTER COMMUNICATIONS INC | CHTR | 16119P108 | $549.4K | 0.54% | 2,545 | SH |
| 25 | CHENIERE ENERGY INC | LNG | 16411R208 | $538.0K | 0.53% | 1,896 | SH |
| 26 | FLEX LNG LTD | FLNG | G35947202 | $521.4K | 0.51% | 17,550 | SH |
| 27 | KRAFT HEINZ CO | KHC | 500754106 | $400.6K | 0.39% | 17,811 | SH |
| 28 | PAPA JOHNS INTL INC | PZZA | 698813102 | $301.2K | 0.30% | 9,294 | SH |
| 29 | LIONSGATE STUDIOS CORP | LION | 53626N102 | $269.7K | 0.26% | 28,118 | SH |
| 30 | SURGERY PARTNERS INC | SGRY | 86881A100 | $188.7K | 0.19% | 15,828 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $101.8M | 30 | 0001346570-26-000002 |
| 2025-12-31 | 2026-02-17 | $4.3M | 12 | 0001346570-26-000001 |