MARATHON ASSET MANAGEMENT LLP
Latest 13F filing data - Q2 2021
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TRV | 1.20M | $179.69M |
 | SKT | 1.18M | $22.26M |
 | HIG | 1.17M | $72.90M |
 | CHRW | 1.16M | $109.05M |
 | BK | 1.16M | $59.22M |
 | KMX | 1.07M | $138.15M |
 | PGR | 1.05M | $102.72M |
 | CP | 1.04M | $80.52M |
 | INTC | 1.00M | $56.26M |
 | HSY | 959K | $167.00M |
 | EA | 957K | $137.63M |
 | KMB | 952K | $127.83M |
 | RYN | 934K | $33.57M |
 | AXP | 927K | $153.16M |
 | BIDU | 912K | $185.93M |
 | FCN | 867K | $118.50M |
 | PCAR | 819K | $73.06M |
 | FMX | 815K | $68.91M |
 | NOV | 814K | $12.48M |
 | GMED | 789K | $61.15M |
The Travelers Companies, Inc.
TRV
Shares Held
1.20M
Value
$179.69M
Tanger Inc.
SKT
Shares Held
1.18M
Value
$22.26M
The Hartford Financial Services Group, Inc.
HIG
Shares Held
1.17M
Value
$72.90M
C.H. Robinson Worldwide, Inc.
CHRW
Shares Held
1.16M
Value
$109.05M
The Bank of New York Mellon Corporation
BK
Shares Held
1.16M
Value
$59.22M
CarMax, Inc.
KMX
Shares Held
1.07M
Value
$138.15M
The Progressive Corporation
PGR
Shares Held
1.05M
Value
$102.72M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
1.04M
Value
$80.52M
Intel Corporation
INTC
Shares Held
1.00M
Value
$56.26M
The Hershey Company
HSY
Shares Held
959K
Value
$167.00M
Electronic Arts Inc.
EA
Shares Held
957K
Value
$137.63M
Kimberly-Clark Corporation
KMB
Shares Held
952K
Value
$127.83M
Rayonier Inc.
RYN
Shares Held
934K
Value
$33.57M
American Express Company
AXP
Shares Held
927K
Value
$153.16M
Baidu, Inc.
BIDU
Shares Held
912K
Value
$185.93M
FTI Consulting, Inc.
FCN
Shares Held
867K
Value
$118.50M
PACCAR Inc
PCAR
Shares Held
819K
Value
$73.06M
Fomento Económico Mexicano, S.A.B. de C.V.
FMX
Shares Held
815K
Value
$68.91M
NOV Inc.
NOV
Shares Held
814K
Value
$12.48M
Globus Medical, Inc.
GMED
Shares Held
789K
Value
$61.15M