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§ 13F · FUND PROFILE

Marathon Asset Management Ltd.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3.1B (13F)Positions · 79Turnover · · Q1Filed · Apr 24, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$22M deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED APR 24, 2026
#TickerNameShares$ value% portΔ Q1
1CNHCNH INDL N V11.66M$128M4.9%−2%
2AMZNAMAZON COM INC553K$115M4.4%+9%
3GOOGLALPHABET INC368K$106M4.1%+7%
4CCEPCOCA-COLA EUROPACIFIC PARTNE1.11M$101M3.9%−2%
5SCCOSOUTHERN COPPER CORP499K$86M3.3%−23%
6TIGOMILLICOM INTL CELLULAR S A1.11M$83M3.2%+1%
7BNBROOKFIELD CORP1.96M$79M3.0%±0%
8ELVELEVANCE HEALTH INC FORMERLY268K$79M3.0%+9%
9CNQCANADIAN NAT RES LTD MED TER1.60M$78M3.0%±0%
10BNSBANK NOVA SCOTIA B C1.09M$75M2.9%±0%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE MARATHON SIGNAL

AC read

Marathon Asset Management Ltd is a Other fund managing $3.1 billion in assets. The fund runs a portfolio of 79 positions.

Read the full dossier →
§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q1 2026
Steady book
+0 buys · 0 exits · 0 changed
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed
Marathon Asset Management Ltd 13F Holdings & Portfolio Analysis | Acid Capitalist