Managers / Q1 2026
Marble Bar Asset Management LLP
CIK 0001346570 · 7TH FLOOR, SOUTH BLOCK, 55 BAKER STREET, LONDON, W1U 8EW · 00442030238100
Summary
Marble Bar Asset Management LLP reported $102M in U.S.-listed holdings across 30 positions for Q1 2026.
The portfolio is heavily concentrated: NSC alone accounts for 52.1% of reported value.
Compared with Q4 2025, the fund opened 22 new positions and exited 4.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 89.3% · $91M
- Other · 5.1% · $5M
- Tracking Stk · 3.9% · $4M
- REIT · 1.7% · $2M
Quarter-over-Quarter Changes full breakdown →
vs Q4 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| NSCNORFOLK SOUTHN CORP | NEW | +185.0K | 185.0K | +$53M | $53M |
| VISNVISTANCE NETWORKS INC | NEW | +338.0K | 338.0K | +$6M | $6M |
| NWSNEWS CORP NEW | NEW | +150.8K | 150.8K | +$4M | $4M |
| ECHOECHOSTAR CORP | NEW | +35.9K | 35.9K | +$4M | $4M |
| FWONALIBERTY MEDIA CORP DEL | NEW | +43.0K | 43.0K | +$4M | $4M |
| BRIGHTSTAR LOTTERY PLC | NEW | +198.2K | 198.2K | +$3M | $3M |
| RNAATRIUM THERAPEUTICS INC | NEW | +147.0K | 147.0K | +$2M | $2M |
| HO1HOLOGIC INC | NEW | +24.2K | 24.2K | +$2M | $2M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2026
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.