Stock Taper

MARATHON ASSET MANAGEMENT LTD

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Franco-Nevada CorporationFNV250.99K$52.35M
Teradata CorporationTDC272.21K$9.43M
NVIDIA CorporationNVDA280.56K$56.13M
Brookfield Asset Management Ltd.BAM283.09K$12.7M
Royalty Pharma plcRPRX285.95K$16.03M
Alphabet Inc.GOOGL302.31K$108.03M
Smurfit Westrock plcSW322.27K$14.91M
Copa Holdings, S.A.CPA414.47K$64.48M
Amazon.com, Inc.AMZN427.63K$101.88M
Interactive Brokers Group, Inc.IBKR430.46K$37.47M
Weyerhaeuser CompanyWY431.52K$10.33M
Warner Music Group Corp.WMG454.28K$12.3M
Canadian Pacific Kansas City Ltd.CP459.75K$39.93M
Southern Copper CorporationSCCO476.53K$83.04M
Fiserv, Inc.FISV479.07K$23.5M
Rayonier Inc. REITRYN483.26K$10.28M
WillScot Holdings CorporationWSC487.41K$14.07M
Envista Holdings CorpNVST565.68K$14.91M
TransUnionTRU641.35K$46.27M
Healthcare Services Group, Inc.HCSG759.82K$18.66M