Stock Taper 
MARATHON ASSET MANAGEMENT LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Dollar Tree, Inc. | DLTR | 116.16K | $14.05M |
 Donnelley Financial Solutions, Inc. | DFIN | 120.8K | $5.07M |
 Newmont Corporation | NEM | 125.48K | $11.72M |
 Barrick Mining Corporation | B | 135.05K | $4.96M |
 The Progressive Corporation | PGR | 138.99K | $30.36M |
 Henry Schein, Inc. | HSIC | 139K | $11.61M |
 Teleflex Incorporated | TFX | 145.35K | $18.42M |
 InMode Ltd. | INMD | 154.69K | $2.26M |
 Align Technology, Inc. | ALGN | 156.95K | $26.47M |
 Visa Inc. | V | 157.96K | $54.19M |
 Microsoft Corporation | MSFT | 159.72K | $59.58M |
 Archer-Daniels-Midland Company | ADM | 174.13K | $13.3M |
 Paycom Software, Inc. | PAYC | 182.56K | $22.94M |
 Vontier Corporation | VNT | 183.83K | $5.33M |
 Baker Hughes Company | BKR | 186.53K | $10.35M |
 Freeport-McMoRan Inc. | FCX | 218.07K | $13.71M |
 Elevance Health Inc. | ELV | 219.49K | $84.88M |
 Axalta Coating Systems Ltd. | AXTA | 224.71K | $7.69M |
 Oracle Corporation | ORCL | 237.25K | $34.77M |
 Champion Homes, Inc. | SKY | 238.78K | $21.04M |