Marble Bar Asset Management

Marble Bar Asset Management as of March 31, 2026

Portfolio Holdings for Marble Bar Asset Management

Marble Bar Asset Management holds 30 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Norfolk Southern (NSC) 52.1 $53M 185k 287.00
Commscope Hldg (VISN) 6.0 $6.2M 338k 18.20
Warner Bros Discovery Com Ser A (WBD) 4.3 $4.4M 159k 27.46
News Corp CL B (NWS) 4.2 $4.3M 151k 28.51
Echostar Corp Cl A (SATS) 4.1 $4.2M 36k 117.07
Liberty Media Corp Del Com Lbty One S A (FWONA) 3.9 $3.9M 43k 91.64
Brightstar Lottery Shs Usd (BRSL) 2.5 $2.5M 198k 12.74
Anterix Inc. Atex (ATEX) 2.0 $2.0M 54k 38.19
Atrium Therapeutics (RNA) 1.9 $2.0M 147k 13.37
Hologic 1.8 $1.8M 24k 75.59
Elme Communities Sh Ben Int (ELME) 1.7 $1.8M 880k 2.01
Lands' End (LE) 1.5 $1.5M 134k 11.24
Priority Technology Hldgs In (PRTH) 1.4 $1.4M 295k 4.72
Theravance Biopharma (TBPH) 1.4 $1.4M 85k 16.23
Electronic Arts (EA) 1.3 $1.3M 6.6k 203.87
Venture Global Com Cl A (VG) 1.2 $1.2M 79k 15.76
Kenvue (KVUE) 1.1 $1.1M 63k 17.24
Grindr (GRND) 1.0 $1.1M 87k 12.09
Ocular Therapeutix (OCUL) 1.0 $1.0M 124k 8.47
BioCryst Pharmaceuticals (BCRX) 0.9 $899k 94k 9.52
Golar Lng SHS (GLNG) 0.8 $799k 15k 54.11
Reservoir Media (RSVR) 0.6 $574k 59k 9.79
Servicenow (NOW) 0.5 $552k 5.3k 104.55
Charter Communications Cl A (CHTR) 0.5 $549k 2.5k 215.88
Cheniere Energy Com New (LNG) 0.5 $538k 1.9k 283.76
Flex Lng SHS (FLNG) 0.5 $521k 18k 29.71
Kraft Heinz (KHC) 0.4 $401k 18k 22.49
Papa John's Int'l (PZZA) 0.3 $301k 9.3k 32.41
Lionsgate Studios Corp (LION) 0.3 $270k 28k 9.59
Surgery Partners (SGRY) 0.2 $189k 16k 11.92