marathon asset management llp
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Contact Information
marathon asset management llp
ORION HOUSE
LONDON X0 WC2H 9EA
Business Phone: 00442074972399 13F Sector Allocation 03/31/2013
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13F Activity for 03/31/2013
[1]Market Value: $3,957,444,494 [1]Prior Market Value: $4,351,998,642 New Purchases: 24 stocks Additional Purchases: 12 stocks Sold out of: 88 stocks Reduced holdings in: 42 stocks Top 10 Holdings %: 11.30% [1] - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification. -
13F Holdings Summary
Top 13F Holdings on 03/31/2013 Stock % of Portfolio The Goldman Sachs Group, Inc. 1.09% Discovery Communications, Inc. 0.06% Paychex Inc. 1.48% Kansas City Southern 1.09% The Scotts Miracle-Gro Co. 0.59% Major new positions on 03/31/2013 Stock % of Portfolio McDonald's Corp. 3.42% The Coca-Cola Company 3.12% Johnson & Johnson 3.08% Procter & Gamble Co. 3.0% Colgate-Palmolive Co. 2.09%
View All HoldingsMajor positions closed on 03/31/2013 Stock Prior % of Portfolio Amazon.com Inc. 4.34% Liberty Global Inc. 3.84% Bank of America Corporation 2.61% Cablevision Systems Corporation 2.5% Liberty Global Inc. 2.44% -
Recent SEC Filings
Recent filings Form 13F-HR 2013-04-10 Form SC 13G 2013-01-24 Form SC 13G 2013-01-18 Form SC 13G 2013-01-09 Form 13F-HR 2013-01-08