Institutional Fund
Marble Bar Asset Management LLP
London, United KingdomCIK 13465702 filings on record
Portfolio Value
$101.85M
Q1 2026
Holdings
30
Reported positions
New Buys
22
Opened this quarter
QoQ Change
+2261.4%
from $4.31M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Norfolk Southn Corp52.1%
- Commscope Hldg Co Inc6.0%
- Warner Bros Discovery Inc4.3%
- News Corp New4.2%
- Echostar Corp4.1%
- Liberty Media Corp Del3.9%
- Other25.3%
Portfolio Holdings
30 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Norfolk Southn Corp | 185.0K | $53.09M | 52.1% | +185.0K | New |
| 2 | Commscope Hldg Co Inc | 338.0K | $6.15M | 6.0% | +338.0K | New |
| 3 | Warner Bros Discovery Inc | 159.4K | $4.38M | 4.3% | +148.3K | Added |
| 4 | News Corp New | 150.8K | $4.30M | 4.2% | +150.8K | New |
| 5 | Echostar Corp | 35.9K | $4.20M | 4.1% | +35.9K | New |
| 6 | Liberty Media Corp Del | 43.0K | $3.94M | 3.9% | +43.0K | New |
| 7 | Brightstar Lottery PLC | 198.2K | $2.53M | 2.5% | +198.2K | New |
| 8 | Anterix Inc | 53.5K | $2.04M | 2.0% | +40.2K | Added |
| 9 | Atrium Therapeutics Inc | 147.0K | $1.97M | 1.9% | +147.0K | New |
| 10 | Hologic Inc | 24.2K | $1.83M | 1.8% | +24.2K | New |
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