Marble Bar Asset Management LLP
Top Portfolio Positions
29 positions ·
$96,967,155 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NSC |
Norfolk Southern Corp
Industrials
|
185,000 | $53,095,000 | 54.76% |
| VISN |
Vistance Networks, Inc.
Technology
|
338,019 | $6,151,945 | 6.34% |
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
159,445 | $4,378,359 | 4.52% |
| SATS |
EchoStar CORP
Communication Services
|
35,880 | $4,200,471 | 4.33% |
| FWONA |
Liberty Media Corp
Communication Services
|
43,046 | $3,361,031 | 3.47% |
| BRSL |
Brightstar Lottery PLC
Consumer Cyclical
|
198,208 | $2,525,169 | 2.60% |
| ATEX |
Anterix Inc.
Communication Services
|
53,509 | $2,043,508 | 2.11% |
| RNA |
Atrium Therapeutics, Inc.
Healthcare
|
147,000 | $1,965,390 | 2.03% |
| HOLX |
HOLOGIC INC
Healthcare
|
24,183 | $1,827,992 | 1.89% |
| ELME |
Elme Communities
Real Estate
|
880,000 | $1,768,800 | 1.82% |
Portfolio Trend
Holdings in GRND
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,057,246 | 87,448 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $367,732 | 27,159 | Shares | Sole | 2026-02-17 | |
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