MARATHON ASSET MANAGEMENT LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PAYC | 222K | $46.29M |
 | AL | 222K | $14.17M |
 | ADM | 215K | $12.86M |
 | ALGN | 191K | $23.96M |
 | INMD | 187K | $2.79M |
 | MSFT | 185K | $95.69M |
 | NEM | 175K | $14.73M |
 | ORCL | 173K | $48.54M |
 | HSIC | 172K | $11.41M |
 | B | 152K | $4.98M |
 | DFIN | 149K | $7.68M |
 | PGR | 147K | $36.27M |
 | DLTR | 144K | $13.54M |
 | V | 140K | $47.69M |
 | ROG | 129K | $10.40M |
 | IQV | 128K | $24.40M |
 | TJX | 125K | $18.13M |
 | CME | 116K | $31.40M |
 | WFC | 110K | $9.20M |
 | META | 104K | $76.23M |
Paycom Software, Inc.
PAYC
Shares Held
222K
Value
$46.29M
Air Lease Corporation
AL
Shares Held
222K
Value
$14.17M
Archer-Daniels-Midland Company
ADM
Shares Held
215K
Value
$12.86M
Align Technology, Inc.
ALGN
Shares Held
191K
Value
$23.96M
InMode Ltd.
INMD
Shares Held
187K
Value
$2.79M
Microsoft Corporation
MSFT
Shares Held
185K
Value
$95.69M
Newmont Corporation
NEM
Shares Held
175K
Value
$14.73M
Oracle Corporation
ORCL
Shares Held
173K
Value
$48.54M
Henry Schein, Inc.
HSIC
Shares Held
172K
Value
$11.41M
Barrick Mining Corporation
B
Shares Held
152K
Value
$4.98M
Donnelley Financial Solutions, Inc.
DFIN
Shares Held
149K
Value
$7.68M
The Progressive Corporation
PGR
Shares Held
147K
Value
$36.27M
Dollar Tree, Inc.
DLTR
Shares Held
144K
Value
$13.54M
Visa Inc.
V
Shares Held
140K
Value
$47.69M
Rogers Corporation
ROG
Shares Held
129K
Value
$10.40M
IQVIA Holdings Inc.
IQV
Shares Held
128K
Value
$24.40M
The TJX Companies, Inc.
TJX
Shares Held
125K
Value
$18.13M
CME Group Inc.
CME
Shares Held
116K
Value
$31.40M
Wells Fargo & Company
WFC
Shares Held
110K
Value
$9.20M
Meta Platforms, Inc.
META
Shares Held
104K
Value
$76.23M