Marble Bar Asset Management LLP
CIK: 0001346570SEC EDGAR →
Portfolio Value
$4.3M
Holdings
12
As of
Q4 2025
New Positions
12
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ELME COMMUNITIES | 53,647 | $933K | 21.63% |
| 2 | KENVUE INC | 36,461 | $628K | 14.56% |
| 3 | ELECTRONIC ARTS INC | 2,132 | $435K | 10.09% |
| 4 | AVIDITY BIOSCIENCES INC | 5,777 | $416K | 9.65% |
| 5 | GRINDR INC | 27,159 | $367K | 8.51% |
| 6 | WARNER BROS DISCOVERY INC | 11,163 | $321K | 7.44% |
| 7 | ANTERIX INC | 13,266 | $289K | 6.70% |
| 8 | LIONSGATE STUDIOS CORP | 28,118 | $256K | 5.94% |
| 9 | HNI CORP | 5,630 | $236K | 5.47% |
| 10 | ILLUMINA INC | 1,302 | $170K | 3.94% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Communication Services | 4 | $1.3M | 30.2% |
| Real Estate | 1 | $933K | 21.7% |
| Healthcare | 3 | $749K | 17.4% |
| Consumer Defensive | 1 | $628K | 14.6% |
| Technology | 1 | $367K | 8.5% |
| Industrials | 1 | $236K | 5.5% |
| Unknown | 1 | $92K | 2.1% |