Marble Bar Asset Management LLP reported 40 positions worth $93.80M for the quarter ended Jun 30, 2026, up 0.9% on the prior quarter. It opened 19 new positions, added to 10, trimmed 11 and exited 5. Its largest holding is EchoStar CORP at 39% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ECHO EchoStar CORP | +324.5K | +904.4% | $32.94M | 39% |
| MPT Medical Properties Trust Inc | +1.57M | – | $7.25M | 7.73% |
| UAL United Airlines Holdings, Inc. | +15.0K | – | $2.04M | 2.17% |
| FTAI FTAI Aviation Ltd. | +6,500 | – | $1.76M | 1.87% |
| AERO Grupo Aeromexico, S.A.B. de C.V. | +96.0K | – | $1.73M | 1.84% |
| MGM MGM Resorts International | +35.4K | – | $1.69M | 1.81% |
| ATEX Anterix Inc. | +14.7K | +27.5% | $1.52M | 7.49% |
| ALK Alaska Air Group, Inc. | +25.8K | – | $1.35M | 1.44% |
| LION Lionsgate Studios Corp. | +79.1K | +281.2% | $1.21M | 1.75% |
| AER AerCap Holdings N.V. | +7,000 | – | $1.02M | 1.09% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NSC Norfolk Southern Corp | -180.1K | -97.3% | $56.64M | 1.66% |
| NWS News Corp | -150.8K | -100.0% | $4.30M | Exited |
| FWONA Liberty Media Corp | -16.5K | -38.2% | $1.67M | 2.87% |
| RNA Atrium Therapeutics, Inc. | -43.2K | -29.4% | $580.38K | 1.49% |
| LNG Cheniere Energy, Inc. | -1,896 | -100.0% | $538.01K | Exited |
| FLNG Flex LNG Ltd. | -17.6K | -100.0% | $521.41K | Exited |
| KHC Kraft Heinz Co | -17.8K | -100.0% | $400.57K | Exited |
| LE Lands' End, Inc. | -38.0K | -28.5% | $398.31K | 1.07% |
| BCRX Biocryst Pharmaceuticals Inc | -32.0K | -34.0% | $320.49K | 0.665% |
| PZZA Papa Johns International Inc | -9,294 | -100.0% | $301.22K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MPT Medical Properties Trust Inc | +1.57M | $7.25M | 7.73% |
| UAL United Airlines Holdings, Inc. | +15.0K | $2.04M | 2.17% |
| FTAI FTAI Aviation Ltd. | +6,500 | $1.76M | 1.87% |
| AERO Grupo Aeromexico, S.A.B. de C.V. | +96.0K | $1.73M | 1.84% |
| MGM MGM Resorts International | +35.4K | $1.69M | 1.81% |
| ALK Alaska Air Group, Inc. | +25.8K | $1.35M | 1.44% |
| AER AerCap Holdings N.V. | +7,000 | $1.02M | 1.09% |
| QDEL QuidelOrtho Corp | +50.0K | $875.75K | 0.934% |
| AD Array Digital Infrastructure, Inc. | +21.1K | $766.07K | 0.817% |
| FWRD Forward Air Corp | +46.7K | $631.17K | 0.673% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | ECHO EchoStar CORP | Communication Services | 360.4K | $36.58M | 39% | +324.5K | +904.4% | Added | 0.12% |
| 2 | MPT Medical Properties Trust Inc | Real Estate | 1.57M | $7.25M | 7.73% | +1.57M | – | New | 0.26% |
| 3 | ATEX Anterix Inc. | Communication Services | 68.2K | $7.03M | 7.49% | +14.7K | +27.5% | Added | 0.35% |
| 4 | VISN Vistance Networks, Inc. | Technology | 340.5K | $4.35M | 4.64% | +2,470 | +0.7% | Added | 0.15% |
| 5 | FWONA Liberty Media Corp | Communication Services | 26.6K | $2.69M | 2.87% | -16.5K | -38.2% | Reduced | 0.01% |
| 6 | BRSL Brightstar Lottery PLC | Technology | 240.8K | $2.58M | 2.75% | +42.6K | +21.5% | Added | 0.12% |
| 7 | UAL United Airlines Holdings, Inc. | Industrials | 15.0K | $2.04M | 2.17% | +15.0K | – | New | 0% |
| 8 | FTAI FTAI Aviation Ltd. | Industrials | 6,500 | $1.76M | 1.87% | +6,500 | – | New | 0.01% |
| 9 | AERO Grupo Aeromexico, S.A.B. de C.V. | Industrials | 96.0K | $1.73M | 1.84% | +96.0K | – | New | 0.07% |
| 10 | MGM MGM Resorts International | Consumer Discretionary | 35.4K | $1.69M | 1.81% | +35.4K | – | New | 0.01% |
| 11 | PRTH Priority Technology Holdings, Inc. | Technology | 251.8K | $1.68M | 1.79% | -43.5K | -14.7% | Reduced | 0.31% |
| 12 | LION Lionsgate Studios Corp. | Communication Services | 107.2K | $1.64M | 1.75% | +79.1K | +281.2% | Added | 0.04% |
| 13 | NSC Norfolk Southern Corp | Industrials | 4,941 | $1.55M | 1.66% | -180.1K | -97.3% | Reduced | 0% |
| 14 | GRND Grindr Inc. | Technology | 102.3K | $1.47M | 1.57% | +14.8K | +16.9% | Added | 0.06% |
| 15 | GLNG Golar Lng Ltd | Energy | 29.3K | $1.46M | 1.55% | +14.5K | +98.0% | Added | 0.03% |
Tip. Select a row to see that position’s full history at Marble Bar Asset Management LLP.
As of its Q2 2026 13F filing, Marble Bar Asset Management LLP’s five largest positions were EchoStar CORP (ECHO) at 39.0%, Medical Properties Trust Inc (MPT) at 7.7%, Anterix Inc. (ATEX) at 7.5%, Vistance Networks, Inc. (VISN) at 4.6%, Liberty Media Corp (FWONA) at 2.9% of the reported portfolio.
Marble Bar Asset Management LLP reported a 13F portfolio worth $93.80M across 40 positions for Q2 2026. That is up 0.9% from the previous quarter.
Its largest purchases by value were EchoStar CORP ($32.94M), Medical Properties Trust Inc ($7.25M), United Airlines Holdings, Inc. ($2.04M). It opened 19 new positions.
Its largest sales by value were Norfolk Southern Corp ($56.64M), News Corp ($4.30M), Liberty Media Corp ($1.67M). It exited 5 positions entirely.
From the Form 13F-HR reports Marble Bar Asset Management LLP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.