Stock Taper

MARATHON ASSET MANAGEMENT LTD

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Weyerhaeuser CompanyWY431.52K$10.33M
Interactive Brokers Group, Inc.IBKR430.46K$37.47M
Amazon.com, Inc.AMZN427.63K$101.88M
Copa Holdings, S.A.CPA414.47K$64.48M
Smurfit Westrock plcSW322.27K$14.91M
Alphabet Inc.GOOGL302.31K$108.03M
Royalty Pharma plcRPRX285.95K$16.03M
Brookfield Asset Management Ltd.BAM283.09K$12.7M
NVIDIA CorporationNVDA280.56K$56.13M
Teradata CorporationTDC272.21K$9.43M
Franco-Nevada CorporationFNV250.99K$52.35M
Champion Homes, Inc.SKY238.78K$21.04M
Oracle CorporationORCL237.25K$34.77M
Axalta Coating Systems Ltd.AXTA224.71K$7.69M
Elevance Health Inc.ELV219.49K$84.88M
Freeport-McMoRan Inc.FCX218.07K$13.71M
Baker Hughes CompanyBKR186.53K$10.35M
Vontier CorporationVNT183.83K$5.33M
Paycom Software, Inc.PAYC182.56K$22.94M
Archer-Daniels-Midland CompanyADM174.13K$13.3M