13F HOLDINGS REPORT
Marble Bar Asset Management LLP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001346570-26-000001
Total Value
$4.3M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ELME COMMUNITIES | ELME | 53,647 | $933,458 | 21.64% |
| 2 | KENVUE INC | KVUE | 36,461 | $628,952 | 14.58% |
| 3 | ELECTRONIC ARTS INC | EA | 2,132 | $435,632 | 10.10% |
| 4 | AVIDITY BIOSCIENCES INC | 05370A108 | 5,777 | $416,695 | 9.66% |
| 5 | GRINDR INC | GRND | 27,159 | $367,733 | 8.53% |
| 6 | WARNER BROS DISCOVERY INC | WBD | 11,163 | $321,718 | 7.46% |
| 7 | ANTERIX INC | ATEX | 13,266 | $289,597 | 6.71% |
| 8 | LIONSGATE STUDIOS CORP | LION | 28,118 | $256,717 | 5.95% |
| 9 | HNI CORP | HNI | 5,630 | $236,685 | 5.49% |
| 10 | ILLUMINA INC | ILMN | 1,302 | $170,770 | 3.96% |
| 11 | SURGERY PARTNERS INC | SGRY | 10,552 | $163,028 | 3.78% |
| 12 | PAGERDUTY INC | PD | 7,020 | $92,032 | 2.13% |