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The Analysis of Marble Bar Asset Management LLP's Holdings & P&L

Currently, Marble Bar Asset Management LLP holds 30 types of securities in its portfolio with a total value $101.8M. In the most recent quarter, they have increased their positions in NSC (+185.0K shares, valued at $53.1M), COMM (+338.0K shares, valued at $6.2M), NWS (+150.8K shares, valued at $4.3M); initiated new positions in NSC (+185.0K shares, valued at $53.1M), COMM (+338.0K shares, valued at $6.2M), NWS (+150.8K shares, valued at $4.3M).

1M P&L

+4.0M+4.47%

3M P&L

+9.1M+10.72%

HY P&L

+9.8M+11.66%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Railroads53.1M

56.1%

2Communication Equipment10.4M

10.9%

3Entertainment9.3M

9.8%

Top Industries by Stock Count

1Oil & Gas Midstream3 stocks

11.1%

2Entertainment3 stocks

11.1%

3Telecom Services2 stocks

7.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NSC NORFOLK SOUTHN CORP185.0K sharesnew addition2026-03-312026-05-14

COMM VISTANCE NETWORKS INC338.0K sharesnew addition2026-03-312026-05-14

WBD WARNER BROS DISCOVERY INC159.4K shares1328.33%2026-03-312026-05-14

NWS NEWS CORP NEW150.8K sharesnew addition2026-03-312026-05-14

SATS ECHOSTAR CORP35.9K sharesnew addition2026-03-312026-05-14

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL43.0K sharesnew addition2026-03-312026-05-14

BRSL BRIGHTSTAR LOTTERY PLC198.2K sharesnew addition2026-03-312026-05-14

ATEX ANTERIX INC53.5K shares303.35%2026-03-312026-05-14

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ATRIUM THERAPEUTICS INC ATRIUM THERAPEUTICS INC147.0K sharesnew addition2026-03-312026-05-14

HOLX HOLOGIC INC24.2K sharesnew addition2026-03-312026-05-14

ELME ELME COMMUNITIES880.0K shares1540.35%2026-03-312026-05-14

LE LANDS END INC NEW133.5K sharesnew addition2026-03-312026-05-14

PRTH PRIORITY TECHNOLOGY HLDGS IN295.3K sharesnew addition2026-03-312026-05-14

TBPH THERAVANCE BIOPHARMA INC85.1K sharesnew addition2026-03-312026-05-14

EA ELECTRONIC ARTS INC6.6K shares208.54%2026-03-312026-05-14

VENTURE GLOBAL INC VENTURE GLOBAL INC79.3K sharesnew addition2026-03-312026-05-14

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KVUE KENVUE INC62.8K shares72.36%2026-03-312026-05-14

GRND GRINDR INC87.4K shares221.99%2026-03-312026-05-14

OCUL OCULAR THERAPEUTIX INC123.9K sharesnew addition2026-03-312026-05-14

BCRX BIOCRYST PHARMACEUTICALS INC94.4K sharesnew addition2026-03-312026-05-14

GLNG GOLAR LNG LTD14.8K sharesnew addition2026-03-312026-05-14

RSVR RESERVOIR MEDIA INC58.6K sharesnew addition2026-03-312026-05-14

NOW SERVICENOW INC5.3K sharesnew addition2026-03-312026-05-14

CHTR CHARTER COMMUNICATIONS INC2.5K sharesnew addition2026-03-312026-05-14

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LNG CHENIERE ENERGY INC1.9K sharesnew addition2026-03-312026-05-14

FLNG FLEX LNG LTD17.6K sharesnew addition2026-03-312026-05-14

KHC KRAFT HEINZ CO17.8K sharesnew addition2026-03-312026-05-14

PZZA PAPA JOHNS INTL INC9.3K sharesnew addition2026-03-312026-05-14

LION2 LIONSGATE STUDIOS CORP28.1K shares0.00%2026-03-312026-05-14

SGRY SURGERY PARTNERS INC15.8K shares50.00%2026-03-312026-05-14

NSC

NORFOLK SOUTHN CORP

New

Shares185.0K

Event2026-03-31

Filed2026-05-14

COMM

VISTANCE NETWORKS INC

New

Shares338.0K

Event2026-03-31

Filed2026-05-14

WBD

WARNER BROS DISCOVERY INC

1328.33%

Shares159.4K

Event2026-03-31

Filed2026-05-14

NWS

NEWS CORP NEW

New

Shares150.8K

Event2026-03-31

Filed2026-05-14

SATS

ECHOSTAR CORP

New

Shares35.9K

Event2026-03-31

Filed2026-05-14

LIBERTY MEDIA CORP DEL

New

Shares43.0K

Event2026-03-31

Filed2026-05-14

BRSL

BRIGHTSTAR LOTTERY PLC

New

Shares198.2K

Event2026-03-31

Filed2026-05-14

ATEX

ANTERIX INC

303.35%

Shares53.5K

Event2026-03-31

Filed2026-05-14

ATRIUM THERAPEUTICS INC

New

Shares147.0K

Event2026-03-31

Filed2026-05-14

HOLX

HOLOGIC INC

New

Shares24.2K

Event2026-03-31

Filed2026-05-14

ELME

ELME COMMUNITIES

1540.35%

Shares880.0K

Event2026-03-31

Filed2026-05-14

LANDS END INC NEW

New

Shares133.5K

Event2026-03-31

Filed2026-05-14

PRTH

PRIORITY TECHNOLOGY HLDGS IN

New

Shares295.3K

Event2026-03-31

Filed2026-05-14

TBPH

THERAVANCE BIOPHARMA INC

New

Shares85.1K

Event2026-03-31

Filed2026-05-14

ELECTRONIC ARTS INC

208.54%

Shares6.6K

Event2026-03-31

Filed2026-05-14

VENTURE GLOBAL INC

New

Shares79.3K

Event2026-03-31

Filed2026-05-14

KVUE

KENVUE INC

72.36%

Shares62.8K

Event2026-03-31

Filed2026-05-14

GRND

GRINDR INC

221.99%

Shares87.4K

Event2026-03-31

Filed2026-05-14

OCUL

OCULAR THERAPEUTIX INC

New

Shares123.9K

Event2026-03-31

Filed2026-05-14

BCRX

BIOCRYST PHARMACEUTICALS INC

New

Shares94.4K

Event2026-03-31

Filed2026-05-14

GLNG

GOLAR LNG LTD

New

Shares14.8K

Event2026-03-31

Filed2026-05-14

RSVR

RESERVOIR MEDIA INC

New

Shares58.6K

Event2026-03-31

Filed2026-05-14

NOW

SERVICENOW INC

New

Shares5.3K

Event2026-03-31

Filed2026-05-14

CHTR

CHARTER COMMUNICATIONS INC

New

Shares2.5K

Event2026-03-31

Filed2026-05-14

LNG

CHENIERE ENERGY INC

New

Shares1.9K

Event2026-03-31

Filed2026-05-14

FLNG

FLEX LNG LTD

New

Shares17.6K

Event2026-03-31

Filed2026-05-14

KHC

KRAFT HEINZ CO

New

Shares17.8K

Event2026-03-31

Filed2026-05-14

PZZA

PAPA JOHNS INTL INC

New

Shares9.3K

Event2026-03-31

Filed2026-05-14

LION2

LIONSGATE STUDIOS CORP

0.00%

Shares28.1K

Event2026-03-31

Filed2026-05-14

SGRY

SURGERY PARTNERS INC

50.00%

Shares15.8K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available