Marathon Asset Management Ltd: 13F holdings
CIK 18610262026Q2
| Positions | 74 |
|---|---|
| Reported value | $2.5bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| CNH INDL N V | 11,246,396 | $126.3m | 5.1% |
| GOOGL ALPHABET INC | 302,312 | $108.0m | 4.4% |
| COCA-COLA EUROPACIFIC PARTNE | 1,037,637 | $103.8m | 4.2% |
| AMZN AMAZON COM INC | 427,627 | $101.9m | 4.1% |
| MILLICOM INTL CELLULAR S A | 1,066,749 | $96.8m | 3.9% |
| ELV ELEVANCE HEALTH INC FORMERLY | 219,490 | $84.9m | 3.4% |
| SCCO SOUTHERN COPPER CORP | 476,533 | $83.0m | 3.4% |
| BNS BANK NOVA SCOTIA B C | 950,832 | $82.6m | 3.4% |
| BN BROOKFIELD CORP | 1,705,303 | $72.7m | 3.0% |
| COPA HOLDINGS SA | 414,473 | $64.5m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1861026")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.