Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Marble Bar Asset Management LLP 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Marble Bar Asset Management LLP (CIK 1346570) reported $144.2M across 42 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: WBD ($47.7M, 33.08%), SATS ($36.6M, 25.37%), MPT ($7.3M, 5.03%), ATEX ($7.0M, 4.87%), VISN ($4.4M, 3.02%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1WBDWARNER BROS DISCOVERY INC$47.7M33.08%1.8MAdded
2SATSECHOSTAR CORP$36.6M25.37%360,393Added
3MPTMEDICAL PROPERTIES TRUST INC$7.3M5.03%1.6MNew
4ATEXANTERIX INC$7.0M4.87%68,248Added
5VISNVISTANCE NETWORKS INC$4.4M3.02%340,489Added
6FWONALIBERTY MEDIA CORP DEL$2.7M1.87%26,591Trimmed
7EAELECTRONIC ARTS INC$2.7M1.87%13,115Added
8BRSLBRIGHTSTAR LOTTERY PLC$2.6M1.79%240,848Added
9UALUNITED AIRLS HLDGS INC$2.0M1.41%15,000New
10FTAIFTAI AVIATION LTD$1.8M1.22%6,500New
11AEROGRUPO AEROMEXICO SAB DE CV$1.7M1.20%96,000New
12PRTHPRIORITY TECHNOLOGY HLDGS IN$1.7M1.17%251,836Trimmed
13MGMMGM RESORTS INTERNATIONAL$1.7M1.17%35,434New
14LIONLIONSGATE STUDIOS CORP$1.6M1.14%107,186Added
15NSCNORFOLK SOUTHN CORP$1.6M1.08%4,941Trimmed
16GRNDGRINDR INC$1.5M1.02%102,268Added
17GLNGGOLAR LNG LTD$1.5M1.01%29,258Added
18RNAATRIUM THERAPEUTICS INC$1.4M0.97%103,849Trimmed
19ALKALASKA AIR GROUP INC$1.3M0.93%25,800New
20ELMEELME COMMUNITIES$1.3M0.89%870,102Trimmed
21OCULOCULAR THERAPEUTIX INC$1.2M0.83%122,518Trimmed
22KVUEKENVUE INC$1.2M0.82%62,078Trimmed
23VGVENTURE GLOBAL INC$1.1M0.76%98,839Added
24AERAERCAP HOLDINGS NV$1.0M0.71%7,000New
25CHTRCHARTER COMMUNICATIONS INC$1.0M0.70%7,124Added

Source: SEC Form 13F filings · as of 2026-06-30