Investments: Marble Bar Asset Management LLP

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Marble Bar Asset Management LLP
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q22026/Q12025/Q4
Investment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. Fonds
144.180.527 $+51.599.602 $
+125,4 %
42101.849.273 $+98.452.438 $
+305,6 %
304.313.017 $+4.313.017 $12
NORFOLK SOUTHERN CORPNSC→ 0Neutral1.554.389 $-51.540.611 $
-97,1 %
153.095.000 $+53.095.000 $1
Warner Bros. Discovery, Inc.WBD→ 0Neutral47.691.221 $+43.312.861 $
+989,2 %
14.378.360 $+4.056.642 $
+1.260,9 %
1321.718 $+321.718 $1
EchoStar CORPSATS→ 0Schwach36.579.890 $+32.379.418 $
+770,9 %
14.200.472 $+4.200.472 $1
MEDICAL PROPERTIES TRUST INCMPT→ 0Neutral7.253.400 $+7.253.400 $1
Anterix Inc.ATEX→ 0Schwach7.025.449 $+4.981.940 $
+243,8 %
12.043.509 $+1.753.912 $
+605,6 %
1289.597 $+289.597 $1
Vistance Networks, Inc.VISN→ 0Sehr stark4.351.449 $-1.800.497 $
-29,3 %
16.151.946 $+6.151.946 $1
NEWS CORPNWSA→ 0Stark4.298.396 $+4.298.396 $1
Liberty Media CorpFWONA→ 0Neutral2.692.605 $-1.252.130 $
-31,7 %
13.944.735 $+3.944.735 $1
ELECTRONIC ARTS INC.EA→ 02.689.100 $+1.348.043 $
+100,5 %
11.341.057 $+905.425 $
+207,8 %
1435.632 $+435.632 $1
Brightstar Lottery PLCBRSL→ 02.581.891 $+56.721 $
+2,2 %
12.525.170 $+2.525.170 $1
United Airlines Holdings, Inc.UAL→ 0Sehr stark2.039.850 $+2.039.850 $1
Atrium Therapeutics, Inc.RNA→ 0Neutral1.396.769 $-568.621 $
-28,9 %
11.965.390 $+1.965.390 $1
HOLOGIC INCHOLX→ 01.827.993 $+1.827.993 $1
Elme CommunitiesELME→ 0Neutral1.287.751 $-481.049 $
-27,2 %
11.768.800 $+835.342 $
+89,5 %
1933.458 $+933.458 $1
FTAI Finance Holdco Ltd.→ 01.758.445 $+1.758.445 $1
Grupo Aeromexico, S.A.B. de C.V.AERO→ 0Stark1.728.000 $+1.728.000 $1
MGM Resorts InternationalMGM→ 0Neutral1.694.100 $+1.694.100 $1
Priority Technology Holdings, Inc.PRTH→ 0Stark1.679.746 $+285.892 $
+20,5 %
11.393.854 $+1.393.854 $1
Lionsgate Studios Corp.LION→ 0Neutral1.641.018 $+1.371.366 $
+508,6 %
1269.652 $+12.935 $
+5,0 %
1256.717 $+256.717 $1
LANDS' END, INC.LE→ 0Neutral1.000.662 $-499.766 $
-33,3 %
11.500.428 $+1.500.428 $1
Grindr Inc.GRND→ 0Neutral1.469.591 $+412.345 $
+39,0 %
11.057.246 $+689.513 $
+187,5 %
1367.733 $+367.733 $1
GOLAR LNG LTDGLNG→ 0Stark1.458.219 $+658.798 $
+82,4 %
1799.421 $+799.421 $1
Theravance Biopharma, Inc.TBPH→ 0Stark1.380.751 $+1.380.751 $1
ALASKA AIR GROUP, INC.ALK→ 0Schwach1.346.760 $+1.346.760 $1
Venture Global, Inc.VG→ 0Neutral1.100.078 $-149.911 $
-12,0 %
11.249.989 $+1.249.989 $1
OCULAR THERAPEUTIX, INCOCUL→ 0Schwach1.203.127 $+153.491 $
+14,6 %
11.049.636 $+1.049.636 $1
Kenvue Inc.KVUE→ 0Neutral1.186.311 $+102.898 $
+9,5 %
11.083.413 $+454.461 $
+72,3 %
1628.952 $+628.952 $1
AerCap Holdings N.V.AER→ 01.020.460 $+1.020.460 $1
CHARTER COMMUNICATIONS, INC. /MO/CHTR→ 0Neutral1.013.104 $+463.689 $
+84,4 %
1549.415 $+549.415 $1
BIOCRYST PHARMACEUTICALS INCBCRX→ 0Stark623.390 $-275.184 $
-30,6 %
1898.574 $+898.574 $1
QuidelOrtho CorpQDEL→ 0Schwach875.750 $+875.750 $1
Surgery Partners, Inc.SGRY→ 0Neutral782.695 $+594.025 $
+314,8 %
1188.670 $+25.642 $
+15,7 %
1163.028 $+163.028 $1
ARRAY DIGITAL INFRASTRUCTURE, INC.AD→ 0Neutral766.065 $+766.065 $1
FORWARD AIR CORPFWRD→ 0Neutral631.174 $+631.174 $1
Reservoir Media, Inc.RSVR→ 0Stark571.128 $-3.036 $
-0,5 %
1574.164 $+574.164 $1
ServiceNow, Inc.NOW→ 0Schwach517.745 $-34.279 $
-6,2 %
1552.024 $+552.024 $1
Marex Group LtdMRX→ 0548.550 $+548.550 $1
GRAIL, Inc.GRAL→ 0Schwach538.992 $+538.992 $1
Cheniere Energy, Inc.LNG→ 0Neutral538.009 $+538.009 $1
Flex LNG Ltd.FLNG→ 0Stark521.411 $+521.411 $1
SS&C Technologies Holdings IncSSNC→ 0Neutral434.350 $+434.350 $1
Avidity Biosciences, Inc.RNA→ 0416.695 $+416.695 $1
Kraft Heinz CoKHC→ 0Stark400.569 $+400.569 $1
Inhibrx Biosciences, Inc.INBX→ 0Sehr schwach335.131 $+335.131 $1
Hilton Grand Vacations Inc.HGV→ 0Schwach314.220 $+314.220 $1
PAPA JOHNS INTERNATIONAL INCPZZA→ 0Neutral301.219 $+301.219 $1
HNI CORPHNI→ 0Stark236.685 $+236.685 $1
PERRIGO Co plcPRGO→ 0Neutral207.800 $+207.800 $1
Oculis Holding AGOCS→ 0Sehr stark205.359 $+205.359 $1
Manchester United plcMANU→ 0203.573 $+203.573 $1
Driven Brands Holdings Inc.DRVN→ 0Neutral181.220 $+181.220 $1
ILLUMINA, INC.ILMN→ 0Neutral170.770 $+170.770 $1
PagerDuty, Inc.PD→ 0Sehr stark92.032 $+92.032 $1
144.180.527 $+51.599.602 $
+125,4 %
42101.849.273 $+98.452.438 $
+305,6 %
304.313.017 $+4.313.017 $12
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