Q2 2026 13F · SEC CIK 1346570

Marble Bar Asset Management LLP

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $144.2M
Reported positions: 42
Holdings vs S&P 500, 3 yrs: —
Assets under management: $3.6B

Marble Bar Asset Management LLP is a hedge fund that reported 42 positions worth $144.2M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Warner Bros Discovery Inc (WBD, 33.1%), EchoStar Corp (ECHO, 25.4%), Medical Properties Trust Inc (MPT, 5.0%).

Marble Bar Asset Management LLP holdings all 42 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Marble Bar Asset Management LLP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
WBDWarner Bros Discovery Inc	33.1%	4.3%	1,788,868	+1021.9%	$47.7M
ECHOEchoStar Corp	25.4%	4.1%	360,393	+904.4%	$36.6M
MPTMedical Properties Trust Inc	5.0%	New	1,570,000	—	$7.3M
ATEXAnterix Inc.	4.9%	2.0%	68,248	+27.5%	$7.0M
VISNVistance Networks Inc	3.0%	6.0%	340,489	+0.7%	$4.4M
FWONALiberty Media Corp Del	1.9%	3.9%	26,591	-38.2%	$2.7M
EAElectronic Arts Inc	1.9%	1.3%	13,115	+99.4%	$2.7M
BRSLBrightstar Lottery PLC	1.8%	2.5%	240,848	+21.5%	$2.6M
UALUnited Airls Hldgs Inc	1.4%	New	15,000	—	$2.0M
FTAIFtai Aviation Ltd	1.2%	New	6,500	—	$1.8M
AEROGrupo Aeromexico Sab de Cv	1.2%	New	96,000	—	$1.7M
MGMMgm Resorts International	1.2%	New	35,434	—	$1.7M
PRTHPriority Technology Hldgs in	1.2%	1.4%	251,836	-14.7%	$1.7M
LIONLionsgate Studios Corp	1.1%	0.3%	107,186	+281.2%	$1.6M
NSCNorfolk Southn Corporation	1.1%	52.1%	4,941	-97.3%	$1.6M
GRNDGrindr Inc	1.0%	1.0%	102,268	+16.9%	$1.5M
GLNGGolar Lng Ltd Shs	1.0%	0.8%	29,258	+98.0%	$1.5M
RNAAtrium Therapeutics Ord	1.0%	1.9%	103,849	-29.4%	$1.4M
ALKAlaska Air Group Inc	0.9%	New	25,800	—	$1.3M
WREElme Communities	0.9%	1.7%	870,102	-1.1%	$1.3M
OCULOcular Therapeutix Inc	0.8%	1.0%	122,518	-1.1%	$1.2M
KVUEKenvue Inc	0.8%	1.1%	62,078	-1.2%	$1.2M
VGVenture Global Inc	0.8%	1.2%	98,839	+24.6%	$1.1M
AERAercap Holdings NV	0.7%	New	7,000	—	$1.0M
CHTRCharter Communications Inc	0.7%	0.5%	7,124	+179.9%	$1.0M
LELands End Inc Com	0.7%	1.5%	95,483	-28.5%	$1.0M
QDELQuidelortho Corp	0.6%	New	50,000	—	$876K
SGRYSurgery Partners Inc	0.5%	0.2%	46,589	+194.3%	$783K
ADArray Digital Infrastructure	0.5%	New	21,127	—	$766K
FWRDForward Air Corp	0.4%	New	46,719	—	$631K
BCRXBiocryst Pharmaceuticals Inc	0.4%	0.9%	62,339	-34.0%	$623K
RSVRReservoir Media Inc	0.4%	0.6%	57,748	-1.5%	$571K
MRXMarex Group PLC	0.4%	New	9,000	—	$549K
GRALGRAIL, Inc.	0.4%	New	7,895	—	$539K
NOWServicenow Inc	0.4%	0.5%	5,215	-1.2%	$518K
SSNCSs&c Tech Hldgs	0.3%	New	7,000	—	$434K
INBXInhibrx Biosciences Inc	0.2%	New	3,537	—	$335K
HGVHilton Grand Vacations Inc	0.2%	New	6,000	—	$314K
PRGOPerrigo Co PLC	0.1%	New	20,000	—	$208K
OCSOculis Holding AG	0.1%	New	14,806	—	$205K
MANUManchester Uni-A	0.1%	New	8,878	—	$204K
DRVNDriven Brands Hldgs Inc	0.1%	New	13,000	—	$181K

What Marble Bar Asset Management LLP bought and sold in Q2 2026, against Q1 2026.

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$144.2M	42
Q1 2026	$101.8M	30
Q4 2025	$4.3M	12

Questions about Marble Bar Asset Management LLP's portfolio

What stocks does Marble Bar Asset Management LLP own?

Marble Bar Asset Management LLP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 42 positions worth $144.2M. The largest are Warner Bros Discovery Inc (WBD) at 33.1%, EchoStar Corp (ECHO) at 25.4%, Medical Properties Trust Inc (MPT) at 5.0%, Anterix Inc. (ATEX) at 4.9% and Vistance Networks Inc (VISN) at 3.0%.

What did Marble Bar Asset Management LLP buy last quarter?

In Q2 2026, Marble Bar Asset Management LLP added a new position in Medical Properties Trust Inc (MPT), a new position in United Airls Hldgs Inc (UAL), a new position in Ftai Aviation Ltd (FTAI), a new position in Grupo Aeromexico Sab de Cv (AERO), a new position in Mgm Resorts International (MGM), Warner Bros Discovery Inc (WBD) (+1021.9% shares), EchoStar Corp (ECHO) (+904.4% shares) and Lionsgate Studios Corp (LION) (+281.2% shares), compared with its Q1 2026 filing.

What did Marble Bar Asset Management LLP sell last quarter?

In Q2 2026, Marble Bar Asset Management LLP sold all of News Corp New (NWS), sold all of Hologic Inc (HOLX), sold all of Theravance Biopharma Inc (TBPH), sold all of Cheniere Energy Inc (LNG), sold all of Flex Lng Ltd (FLNG), Norfolk Southn Corporation (NSC) (-97.3% shares), Liberty Media Corp Del (FWONA) (-38.2% shares) and Biocryst Pharmaceuticals Inc (BCRX) (-34.0% shares), compared with its Q1 2026 filing.

When is Marble Bar Asset Management LLP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Marble Bar Asset Management LLP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Marble Bar Asset Management LLP manage?

Marble Bar Asset Management LLP reported $3.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $144.2M.