Marble Bar Asset Management LLP
Marble Bar Asset Management LLP reported 42 US-listed holdings worth $144.2 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Warner Bros Discovery Inc. (33.1%), EchoStar Corp. (25.4%) and Medical Properties Trust Inc. (5.0%). Against the quarter before, it opened 19 positions, added to 12, trimmed 11 and sold out of 7.
The 14 largest of its 42 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -14.8% over the 2 quarters to 30 June 2026, against +9.5% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 19
- Medical Properties Trust Inc. MPT$7.3 million
- United Airlines Holdings, Inc. UAL$2.0 million
- Ftai Aviation Ltd FTAI$1.8 million
- Grupo Aeromexico Sab De CV AERO$1.7 million
- MGM Resorts International MGM$1.7 million
- Alaska Air Group, Inc. ALK$1.3 million
- AerCap Holdings N.V. AER$1.0 million
- QuidelOrtho Corp. QDEL$875,750
and 11 more in the table below
Added to 12
- Warner Bros Discovery Inc. WBD+1.6 million shares · +1022%
- EchoStar Corp. ECHO+324,513 shares · +904%
- Anterix Inc. ATEX+14,739 shares · +28%
- Electronic Arts Inc EA+6,537 shares · +99%
- Lionsgate Studios Corp. LION+79,068 shares · +281%
- Golar LNG Ltd GLNG+14,484 shares · +98%
- Charter Communications, Inc. CHTR+4,579 shares · +180%
- Surgery Partners Inc. SGRY+30,761 shares · +194%
and 4 more in the table below
Trimmed 11
- Norfolk Southern Corp. NSC-180,059 shares · -97%
- Liberty Media Corp. Del FWONA-16,455 shares · -38%
- Atrium Therapeutics Inc. RNA-43,151 shares · -29%
- Lands End Inc. New Com LE-38,007 shares · -28%
- Biocryst Pharmaceuticals Inc. BCRX-32,049 shares · -34%
- Priority Technology Hldgs in PRTH-43,472 shares · -15%
- Elme Communities ELME-9,898 shares · -1%
- Kenvue Inc. KVUE-765 shares · -1%
and 3 more in the table below
Sold out of 7
- News Corp. NWS$4.3 million last quarter
- Hologic Inc. HOLX$1.8 million last quarter
- Theravance Biopharma Inc. TBPH$1.4 million last quarter
- Cheniere Energy Inc. LNG$538,009 last quarter
- Flex LNG Ltd FLNG$521,411 last quarter
- Kraft Heinz Co. KHC$400,569 last quarter
- Papa John's International, Inc. PZZA$301,219 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Warner Bros Discovery Inc. WBD | 1.8M | $47.7 million | 33.08% | +1.6M |
| EchoStar Corp. ECHO | 360.4K | $36.6 million | 25.37% | +324.5K |
| Medical Properties Trust Inc. MPT | 1.6M | $7.3 million | 5.03% | new |
| Anterix Inc. ATEX | 68.2K | $7.0 million | 4.87% | +14.7K |
| Commscope Hldg Co. Inc. VISN | 340.5K | $4.4 million | 3.02% | +2.5K |
| Liberty Media Corp. Del FWONA | 26.6K | $2.7 million | 1.87% | -16.5K |
| Electronic Arts Inc EA | 13.1K | $2.7 million | 1.87% | +6.5K |
| International Game Technolog BRSL | 240.8K | $2.6 million | 1.79% | +42.6K |
| United Airlines Holdings, Inc. UAL | 15.0K | $2.0 million | 1.41% | new |
| Ftai Aviation Ltd FTAI | 6.5K | $1.8 million | 1.22% | new |
| Grupo Aeromexico Sab De CV AERO | 96.0K | $1.7 million | 1.20% | new |
| MGM Resorts International MGM | 35.4K | $1.7 million | 1.17% | new |
| Priority Technology Hldgs in PRTH | 251.8K | $1.7 million | 1.17% | -43.5K |
| Lionsgate Studios Corp. LION | 107.2K | $1.6 million | 1.14% | +79.1K |
| Norfolk Southern Corp. NSC | 4.9K | $1.6 million | 1.08% | -180.1K |
| Grindr Inc. GRND | 102.3K | $1.5 million | 1.02% | +14.8K |
| Golar LNG Ltd GLNG | 29.3K | $1.5 million | 1.01% | +14.5K |
| Atrium Therapeutics Inc. RNA | 103.8K | $1.4 million | 0.97% | -43.2K |
| Alaska Air Group, Inc. ALK | 25.8K | $1.3 million | 0.93% | new |
| Elme Communities ELME | 870.1K | $1.3 million | 0.89% | -9.9K |
| Ocular Therapeutix Inc. OCUL | 122.5K | $1.2 million | 0.83% | -1.4K |
| Kenvue Inc. KVUE | 62.1K | $1.2 million | 0.82% | -765 |
| Venture Global Inc. VG | 98.8K | $1.1 million | 0.76% | +19.5K |
| AerCap Holdings N.V. AER | 7.0K | $1.0 million | 0.71% | new |
| Charter Communications, Inc. CHTR | 7.1K | $1.0 million | 0.70% | +4.6K |
| Lands End Inc. New Com LE | 95.5K | $1.0 million | 0.69% | -38.0K |
| QuidelOrtho Corp. QDEL | 50.0K | $875,750 | 0.61% | new |
| Surgery Partners Inc. SGRY | 46.6K | $782,695 | 0.54% | +30.8K |
| United States Cellular Corp. AD | 21.1K | $766,065 | 0.53% | new |
| Forward Air Corp. FWRD | 46.7K | $631,174 | 0.44% | new |
| Biocryst Pharmaceuticals Inc. BCRX | 62.3K | $623,390 | 0.43% | -32.0K |
| Reservoir Media Inc. RSVR | 57.7K | $571,128 | 0.40% | -900 |
| Marex Group PLC MRX | 9.0K | $548,550 | 0.38% | new |
| Grail, Inc. GRAL | 7.9K | $538,992 | 0.37% | new |
| ServiceNow, Inc. NOW | 5.2K | $517,745 | 0.36% | -65 |
| Ss&c Technologies Hldgs Inc. SSNC | 7.0K | $434,350 | 0.30% | new |
| Inhibrx Biosciences Inc. INBX | 3.5K | $335,131 | 0.23% | new |
| Hilton Grand Vacations Inc. HGV | 6.0K | $314,220 | 0.22% | new |
| Perrigo Co. plc PRGO | 20.0K | $207,800 | 0.14% | new |
| Oculis Holding AG OCS | 14.8K | $205,359 | 0.14% | new |
| Manchester Utd PLC New MANU | 8.9K | $203,573 | 0.14% | new |
| Driven Brands Hldgs Inc. DRVN | 13.0K | $181,220 | 0.13% | new |