Marble Bar Asset Management LLP holds a concentrated book of 42 stocks worth $144.2M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Medical Properties Trust Inc and trimmed Liberty Media Corp-Formula-A. Their largest long position is Warner Bros Discovery Inc at 33% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Marble Bar Asset Management LLP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 51 / 42 | $54.2B |
| MORGAN STANLEY | 51 / 42 | $10.3B |
| JPMORGAN CHASE & CO | 51 / 42 | $8.4B |
| UBS Group AG | 51 / 42 | $6.2B |
| GOLDMAN SACHS GROUP INC | 51 / 42 | $6.2B |
| BANK OF AMERICA CORP /DE/ | 51 / 42 | $5.5B |
| BNP PARIBAS FINANCIAL MARKETS | 51 / 42 | $1.6B |
| CITIGROUP INC | 51 / 42 | $1.4B |
Ranked by how many of Marble Bar Asset Management LLP's top 42 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Warner Bros Discovery Inc COM SER A | $47.7M | 1.79M | 33.1% | ▲11× Added · +1.6M sh | |
| 2 | Echostar Corp CL A | $36.6M | 360.4K | 25.4% | ▲10× Added · +325K sh | |
| 3 | Medical Properties Trust Inc COM | $7.3M | 1.57M | 5.0% | ▲New New position | |
| 4 | Anterix Inc COM | $7.0M | 68.2K | 4.9% | ▲+28% Added · +15K sh | |
| 5 | Vistance Networks Inc COM | $4.4M | 340.5K | 3.0% | ▲+0.7% Added · +2K sh | |
| 6 | Liberty Media Corp Del COM LBTY ONE S A | $2.7M | 26.6K | 1.9% | ▼−38% Reduced · −16K sh | |
| 7 | Electronic Arts Inc COM | $2.7M | 13.1K | 1.9% | ▲+99% Added · +7K sh | |
| 8 | Brightstar Lottery PLC SHS USD | $2.6M | 240.8K | 1.8% | ▲+22% Added · +43K sh | |
| 9 | United Airls Hldgs Inc COM | $2.0M | 15.0K | 1.4% | ▲New New position | |
| 10 | Ftai Aviation Ltd SHS | $1.8M | 6.5K | 1.2% | ▲New New position | |
| 11 | Grupo Aeromexico SAB De CV SPONSORED ADS | $1.7M | 96.0K | 1.2% | ▲New New position | |
| 12 | MGM Resorts International COM | $1.7M | 35.4K | 1.2% | ▲New New position | |
| 13 | Priority Technology Hldgs In COM | $1.7M | 251.8K | 1.2% | ▼−15% Reduced · −43K sh | |
| 14 | Lionsgate Studios Corp COM | $1.6M | 107.2K | 1.1% | ▲+281% Added · +79K sh | |
| 15 | Norfolk Southn Corp COM | $1.6M | 4.9K | 1.1% | ▼−97% Reduced · −180K sh | |
| 16 | Grindr Inc COM | $1.5M | 102.3K | 1.0% | ▲+17% Added · +15K sh | |
| 17 | Golar LNG Ltd SHS | $1.5M | 29.3K | 1.0% | ▲+98% Added · +14K sh | |
| 18 | Atrium Therapeutics Inc COM | $1.4M | 103.8K | 1.0% | ▼−29% Reduced · −43K sh | |
| 19 | Alaska Air Group Inc COM | $1.3M | 25.8K | 0.9% | ▲New New position | |
| 20 | Elme Communities SH BEN INT | $1.3M | 870.1K | 0.9% | ▼−1.1% Reduced · −10K sh | |
| 21 | Ocular Therapeutix Inc COM | $1.2M | 122.5K | 0.8% | ▼−1.1% Reduced · −1K sh | |
| 22 | Kenvue Inc COM | $1.2M | 62.1K | 0.8% | ▼−1.2% Reduced · −765 sh | |
| 23 | Venture Global Inc COM CL A | $1.1M | 98.8K | 0.8% | ▲+25% Added · +20K sh | |
| 24 | Aercap Holdings NV SHS | $1.0M | 7.0K | 0.7% | ▲New New position | |
| 25 | Charter Communications Inc CL A | $1.0M | 7.1K | 0.7% | ▲+180% Added · +5K sh | |
| 26 | Lands End Inc New COM | $1.0M | 95.5K | 0.7% | ▼−28% Reduced · −38K sh | |
| 27 | Quidelortho Corp COM | $876K | 50.0K | 0.6% | ▲New New position | |
| 28 | Surgery Partners Inc COM | $783K | 46.6K | 0.5% | ▲+194% Added · +31K sh | |
| 29 | Array Digital Infrastructure COM | $766K | 21.1K | 0.5% | ▲New New position | |
| 30 | Forward Air Corp COM | $631K | 46.7K | 0.4% | ▲New New position | |
| 31 | Biocryst Pharmaceuticals Inc COM | $623K | 62.3K | 0.4% | ▼−34% Reduced · −32K sh | |
| 32 | Reservoir Media Inc COM | $571K | 57.7K | 0.4% | ▼−1.5% Reduced · −900 sh | |
| 33 | Marex Group PLC ORD | $549K | 9.0K | 0.4% | ▲New New position | |
| 34 | Grail Inc COM | $539K | 7.9K | 0.4% | ▲New New position | |
| 35 | Servicenow Inc COM | $518K | 5.2K | 0.4% | ▼−1.2% Reduced · −65 sh | |
| 36 | SS&C Tech Hldgs COM | $434K | 7.0K | 0.3% | ▲New New position | |
| 37 | Inhibrx Biosciences Inc COM | $335K | 3.5K | 0.2% | ▲New New position | |
| 38 | Hilton Grand Vacations Inc COM | $314K | 6.0K | 0.2% | ▲New New position | |
| 39 | Perrigo Co PLC SHS | $208K | 20.0K | 0.1% | ▲New New position | |
| 40 | Oculis Holding AG ORDINARY SHARES | $205K | 14.8K | 0.1% | ▲New New position | |
| 41 | Manchester Utd PLC New ORD CL A | $204K | 8.9K | 0.1% | ▲New New position | |
| 42 | Driven Brands Hldgs Inc COM | $181K | 13.0K | 0.1% | ▲New New position |
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Use Arkolith to show Marble Bar Asset Management LLP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.