Data as of Q4 2025 (Dec 31, 2025)

Marble Bar Asset Management LLP

โ€ขCIK: 1346570โ€ขFiling: Q4 2025

**Marble Bar Asset Management LLP** is a focused, actively managed fund currently overseeing $4M in assets. The portfolio maintains concentrated exposure across 12 distinct positions, with top holdings including ELME at $0.9M and KVUE at $0.6M. Notable allocations also feature EA, RNAM, and GRND, each representing a $0.4M commitment. This structure suggests a tactical, high-conviction approach to market opportunities.

Total AUM
$4.3M
QoQ Performance
N/A
Positions
12
Top 10 Concentration
94.1%
Latest Filing
Q4 2025

Top Holdings Allocation

ELME
KVUE
EA
RNAGBP
GRND
WBD
ATEX
LION
ELME21.6%
KVUE14.6%
EA10.1%
RNAGBP9.7%
GRND8.5%
WBD7.5%
ATEX6.7%
LION6.0%

๐Ÿ“ˆ Biggest Buys

ELME
ELME COMMUNITIES
NEW
21.6% of portfolio
KVUE
KENVUE INC
NEW
14.6% of portfolio
EA
ELECTRONIC ARTS INC
NEW
10.1% of portfolio
RNAGBP
AVIDITY BIOSCIENCES INC
NEW
9.7% of portfolio
GRND
GRINDR INC
NEW
8.5% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other100.0%