Stock Taper

MARATHON ASSET MANAGEMENT LLP

Latest 13F filing data - Q2 2021

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Hershey CompanyHSY958.78K$167M
Intel Corp.INTC1M$56.26M
Canadian Pacific Kansas City Ltd.CP1.04M$80.52M
The Progressive CorporationPGR1.05M$102.72M
CarMax, Inc.KMX1.07M$138.15M
C.H. Robinson Worldwide, Inc.CHRW1.16M$109.05M
The Hartford Insurance Group, Inc.HIG1.17M$72.9M
Tanger Inc.SKT1.18M$22.26M
The Travelers Companies, Inc.TRV1.2M$179.69M
RB Global, Inc.RBA1.24M$73.85M
Texas Instruments IncorporatedTXN1.25M$239.84M
KT CorporationKT1.4M$19.51M
Johnson & JohnsonJNJ1.53M$251.56M
Healthcare Services Group, Inc.HCSG1.55M$49.08M
Wells Fargo & CompanyWFC1.79M$80.92M
Coca-Cola Europacific Partners PLCCCEP1.82M$107.67M
Genpact LimitedG1.82M$82.61M
Fastenal CompanyFAST1.85M$96.17M
Grupo Televisa, S.A.B.TV1.86M$26.49M
Gildan Activewear Inc.GIL2M$73.75M