StockDriftsStockDriftsTop 41 Marble Bar Asset Management LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WBD | WARNER BROS DISCOVERY INC | 33.08% | 1.79M | $47.7M | +1021.93%(+1.63M) | $26.96(+2.92%) | 2026-06-30 | |
| SATS | ECHOSTAR CORP | 25.37% | 360.4K | $36.6M | +904.44%(+324.51K) | $107.46(-13.92%) | 2026-06-30 | |
| MPT | MEDICAL PROPERTIES TRUST INC | 5.03% | 1.57M | $7.3M | new | $4.59(-8.50%) | 2026-06-30 | |
| ATEX | ANTERIX INC | 4.87% | 68.2K | $7.0M | +27.54%(+14.74K) | $36.96(+146.62%) | 2026-06-30 | |
| VISN | VISTANCE NETWORKS INC | 3.02% | 340.5K | $4.4M | +0.73%(+2.47K) | $18.14(-36.12%) | 2026-06-30 | |
| FWONA | LIBERTY MEDIA CORP DEL | 1.87% | 26.6K | $2.7M | -38.23%(-16.45K) | $83.73(+13.10%) | 2026-06-30 | |
| EA | ELECTRONIC ARTS INC | 1.87% | 13.1K | $2.7M | +99.38%(+6.54K) | $203.78(+2.91%) | 2026-06-30 | |
| BRSL | BRIGHTSTAR LOTTERY PLC | 1.79% | 240.8K | $2.6M | +21.51%(+42.64K) | $13.67(-14.46%) | 2026-06-30 | |
| UAL | UNITED AIRLS HLDGS INC | 1.41% | 15.0K | $2.0M | new | $110.60(+14.24%) | 2026-06-30 | |
| FTAI | FTAI AVIATION LTD | 1.22% | 6.5K | $1.8M | new | $249.64(-11.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -15.19% |
| Top 20 Holdings Unweighted | — | — | — | — | -4.58% |
Marble Bar Asset Management LLP reports $144.18M in US-listed equity holdings across 42 positions in its most recent 13F filing. Its largest disclosed positions are WBD (33.1%), SATS (25.4%) and MPT (5.0%). The top 20 holdings account for 89.97% of reported assets. Its disclosed equity book has returned -15.19% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Marble Bar Asset Management LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1346570). View Marble Bar Asset Management LLP’s 13F filings on SEC