MARATHON ASSET MANAGEMENT LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FI | 477K | $61.51M |
 | RPRX | 426K | $15.03M |
 | WSC | 423K | $8.93M |
 | GOOGL | 378K | $91.78M |
 | CPA | 375K | $44.51M |
 | LASR | 366K | $10.85M |
 | SEE | 364K | $12.85M |
 | BAM | 346K | $19.72M |
 | NVDA | 342K | $63.85M |
 | TDC | 336K | $7.23M |
 | LYB | 329K | $16.14M |
 | WY | 313K | $7.76M |
 | FNV | 307K | $68.29M |
 | AXTA | 278K | $7.95M |
 | MU | 273K | $45.61M |
 | ELV | 267K | $86.40M |
 | BKR | 265K | $12.93M |
 | FCX | 249K | $9.78M |
 | SW | 243K | $10.36M |
 | VNT | 227K | $9.54M |
Fiserv, Inc.
FI
Shares Held
477K
Value
$61.51M
Royalty Pharma plc
RPRX
Shares Held
426K
Value
$15.03M
WillScot Holdings Corporation
WSC
Shares Held
423K
Value
$8.93M
Alphabet Inc.
GOOGL
Shares Held
378K
Value
$91.78M
Copa Holdings, S.A.
CPA
Shares Held
375K
Value
$44.51M
nLIGHT, Inc.
LASR
Shares Held
366K
Value
$10.85M
Sealed Air Corporation
SEE
Shares Held
364K
Value
$12.85M
Brookfield Asset Management Ltd.
BAM
Shares Held
346K
Value
$19.72M
NVIDIA Corporation
NVDA
Shares Held
342K
Value
$63.85M
Teradata Corporation
TDC
Shares Held
336K
Value
$7.23M
LyondellBasell Industries N.V.
LYB
Shares Held
329K
Value
$16.14M
Weyerhaeuser Company
WY
Shares Held
313K
Value
$7.76M
Franco-Nevada Corporation
FNV
Shares Held
307K
Value
$68.29M
Axalta Coating Systems Ltd.
AXTA
Shares Held
278K
Value
$7.95M
Micron Technology, Inc.
MU
Shares Held
273K
Value
$45.61M
Elevance Health Inc.
ELV
Shares Held
267K
Value
$86.40M
Baker Hughes Company
BKR
Shares Held
265K
Value
$12.93M
Freeport-McMoRan Inc.
FCX
Shares Held
249K
Value
$9.78M
Smurfit Westrock Plc
SW
Shares Held
243K
Value
$10.36M
Vontier Corporation
VNT
Shares Held
227K
Value
$9.54M