Marble Bar Asset Management LLP

Est. AUM

$101.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NORFOLK SOUTHN CORP	COM	$53.1M	185000	52.13%	SOLE
2	VISTANCE NETWORKS INC	COM	$6.2M	338019	6.04%	SOLE
3	WARNER BROS DISCOVERY INC	COM SER A	$4.4M	159445	4.30%	SOLE
4	NEWS CORP NEW	CL B	$4.3M	150768	4.22%	SOLE
5	ECHOSTAR CORP	CL A	$4.2M	35880	4.12%	SOLE
6	LIBERTY MEDIA CORP DEL	COM LBTY ONE S A	$3.9M	43046	3.87%	SOLE
7	BRIGHTSTAR LOTTERY PLC	SHS USD	$2.5M	198208	2.48%	SOLE
8	ANTERIX INC	COM	$2.0M	53509	2.01%	SOLE
9	ATRIUM THERAPEUTICS INC	COM	$2.0M	147000	1.93%	SOLE
10	HOLOGIC INC	COM	$1.8M	24183	1.79%	SOLE
11	ELME COMMUNITIES	SH BEN INT	$1.8M	880000	1.74%	SOLE
12	LANDS END INC NEW	COM	$1.5M	133490	1.47%	SOLE
13	PRIORITY TECHNOLOGY HLDGS IN	COM	$1.4M	295308	1.37%	SOLE
14	THERAVANCE BIOPHARMA INC	COM	$1.4M	85074	1.36%	SOLE
15	ELECTRONIC ARTS INC	COM	$1.3M	6578	1.32%	SOLE
16	VENTURE GLOBAL INC	COM CL A	$1.3M	79314	1.23%	SOLE
17	KENVUE INC	COM	$1.1M	62843	1.06%	SOLE
18	GRINDR INC	COM	$1.1M	87448	1.04%	SOLE
19	OCULAR THERAPEUTIX INC	COM	$1.1M	123924	1.03%	SOLE
20	BIOCRYST PHARMACEUTICALS INC	COM	$899K	94388	0.88%	SOLE
21	GOLAR LNG LTD	SHS	$799K	14774	0.78%	SOLE
22	RESERVOIR MEDIA INC	COM	$574K	58648	0.56%	SOLE
23	SERVICENOW INC	COM	$552K	5280	0.54%	SOLE
24	CHARTER COMMUNICATIONS INC	CL A	$549K	2545	0.54%	SOLE
25	CHENIERE ENERGY INC	COM NEW	$538K	1896	0.53%	SOLE
26	FLEX LNG LTD	SHS	$521K	17550	0.51%	SOLE
27	KRAFT HEINZ CO	COM	$401K	17811	0.39%	SOLE
28	PAPA JOHNS INTL INC	COM	$301K	9294	0.30%	SOLE
29	LIONSGATE STUDIOS CORP	COM	$270K	28118	0.27%	SOLE
30	SURGERY PARTNERS INC	COM	$189K	15828	0.19%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.