MARATHON ASSET MANAGEMENT LTD
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CX | 4.97M | $57.11M |
 | VIPS | 2.94M | $52.05M |
 | TME | 2.31M | $40.41M |
 | BN | 1.96M | $90.25M |
 | CNQ | 1.60M | $54.94M |
 | LAUR | 1.51M | $50.78M |
 | CCEP | 1.13M | $102.23M |
 | TIGO | 1.10M | $61.07M |
 | ATS | 1.10M | $30.28M |
 | BNS | 1.09M | $80.81M |
 | KAR | 974K | $28.99M |
 | HDB | 973K | $35.56M |
 | HCSG | 856K | $16.37M |
 | GIL | 745K | $46.62M |
 | MBC | 743K | $8.20M |
 | SCCO | 647K | $92.81M |
 | NVST | 637K | $13.84M |
 | CP | 529K | $39.08M |
 | TRU | 528K | $45.25M |
 | AMZN | 507K | $116.93M |
CEMEX, S.A.B. de C.V.
CX
Shares Held
4.97M
Value
$57.11M
Vipshop Holdings Limited
VIPS
Shares Held
2.94M
Value
$52.05M
Tencent Music Entertainment Group
TME
Shares Held
2.31M
Value
$40.41M
Brookfield Corporation
BN
Shares Held
1.96M
Value
$90.25M
Canadian Natural Resources Limited
CNQ
Shares Held
1.60M
Value
$54.94M
Laureate Education, Inc.
LAUR
Shares Held
1.51M
Value
$50.78M
Coca-Cola Europacific Partners PLC
CCEP
Shares Held
1.13M
Value
$102.23M
Millicom International Cellular S.A.
TIGO
Shares Held
1.10M
Value
$61.07M
ATS Corporation
ATS
Shares Held
1.10M
Value
$30.28M
The Bank of Nova Scotia
BNS
Shares Held
1.09M
Value
$80.81M
OPENLANE, Inc.
KAR
Shares Held
974K
Value
$28.99M
HDFC Bank Limited
HDB
Shares Held
973K
Value
$35.56M
Healthcare Services Group, Inc.
HCSG
Shares Held
856K
Value
$16.37M
Gildan Activewear Inc.
GIL
Shares Held
745K
Value
$46.62M
MasterBrand, Inc.
MBC
Shares Held
743K
Value
$8.20M
Southern Copper Corporation
SCCO
Shares Held
647K
Value
$92.81M
Envista Holdings Corp
NVST
Shares Held
637K
Value
$13.84M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
529K
Value
$39.08M
TransUnion
TRU
Shares Held
528K
Value
$45.25M
Amazon.com, Inc.
AMZN
Shares Held
507K
Value
$116.93M