HoldingsChannel.com
Marathon Asset Management LLP Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
Johnson and Johnson 2,047,022 -13,872 $285,059
     JNJ2,047,022-13,872$285,059
Oracle Corp 4,669,094 +55,476 $265,927
     ORCL4,669,094+55,476$265,927
Wells Fargo Co 4,538,378 +1,549,992 $214,745
     WFC4,538,378+1,549,992$214,745
Travelers Cos Inc 1,350,779 -239,908 $201,970
     TRV1,350,779-239,908$201,970
Merck & Co Inc 2,321,040 -48,797 $195,858
     MRK2,321,040-48,797$195,858
Texas Instruments Inc 1,666,299 +46,610 $191,185
     TXN1,666,299+46,610$191,185
Procter & Gamble 1,734,031 -92,897 $190,098
     PG1,734,031-92,897$190,098
Priceline.com Inc 99,369 +10,646 $186,273
     BKNG99,369+10,646$186,273
US Bancorp 3,476,699 -16,943 $183,412
     USB3,476,699-16,943$183,412
Intel Corp 3,552,186 +28,882 $170,043
     INTC3,552,186+28,882$170,043
Alphabet Inc. Class A 154,972 +5,078 $167,788
     GOOGL154,972+5,078$167,788
Facebook Inc A 830,514 +35,923 $160,287
     FB830,514+35,923$160,287
Brookfield Asset Manage CL A 2,998,061 +5,981 $143,793
     BAM2,998,061+5,981$143,793
American Express Co 1,107,110 +43,275 $136,664
     AXP1,107,110+43,275$136,664
The Hershey Company 1,002,212 -277,604 $134,308
     HSY1,002,212-277,604$134,308
Barrick Gold Corp 8,455,964 +8,455,964 $133,381
     GOLD8,455,964+8,455,964$133,381
Baidu Inc Spon ADR 1,133,149 -43,114 $132,987
     BIDU1,133,149-43,114$132,987
Loews Corp 2,382,046 +50,391 $130,224
     L2,382,046+50,391$130,224
Hartford Financial SVCS GRP 2,258,312 +136,422 $126,476
     HIG2,258,312+136,422$126,476
Archer Daniels Midland Co. 2,990,631 +57,366 $122,018
     ADM2,990,631+57,366$122,018
Alphabet Inc. Class C 112,272 +1,972 $121,352
     GOOG112,272+1,972$121,352
Berkshire Hathaway Inc      $119,830
     BRK.B562,165+10,507$119,830
Coca Cola Co 2,191,456 +50,539 $112,437
     KO2,191,456+50,539$112,437
Canadian Natural Resources 4,034,605 +30,664 $110,200
     CNQ4,034,605+30,664$110,200
Yum China Holdings Inc 2,308,352 -103,161 $106,644
     YUMC2,308,352-103,161$106,644
Bunge Ltd 1,870,751 +278,786 $104,211
     BG1,870,751+278,786$104,211
Waters Corp 475,437 -43,913 $102,329
     WAT475,437-43,913$102,329
Carmax Inc 1,130,844 +25,219 $98,186
     KMX1,130,844+25,219$98,186
Amazon.com Inc 48,282 +798 $91,371
     AMZN48,282+798$91,371
Chubb Ltd 615,623 -3,716 $91,127
     CB615,623-3,716$91,127
Aflac Inc 1,622,926 -573,131 $88,951
     AFL1,622,926-573,131$88,951
Applied Materials Inc 1,929,880 +11,164 $86,671
     AMAT1,929,880+11,164$86,671
3M Co 478,319 +92,614 $82,954
     MMM478,319+92,614$82,954
United Parcel Services Cl B 794,412 +16,289 $82,037
     UPS794,412+16,289$82,037
PPG Industries Inc 696,071 +13,018 $81,233
     PPG696,071+13,018$81,233
Colgate Palmolive Co 1,113,618 -559,448 $79,806
     CL1,113,618-559,448$79,806
Union Pacific Corp 461,914 -3,320 $78,114
     UNP461,914-3,320$78,114
Analog Devices Inc 663,062 -63,982 $74,829
     ADI663,062-63,982$74,829
Paychex Inc 877,709 -148,469 $72,227
     PAYX877,709-148,469$72,227
TE Connectivity Ltd 750,622 +370,408 $71,893
     TEL750,622+370,408$71,893
Coca Cola European Partners 1,261,021 +1,261,021 $71,196
     CCEP1,261,021+1,261,021$71,196
Linde PLC 351,035 -121,579 $70,488
     LIN351,035-121,579$70,488
Omnicom Group 831,298 +1,671 $68,652
     OMC831,298+1,671$68,652
Bank of New York Mellon Corp 1,550,270 +185,144 $68,439
     BK1,550,270+185,144$68,439
Maxim Integrated Products 1,143,088 -6,438 $68,377
     MXIM1,143,088-6,438$68,377
United Technologies Corp 518,445 -7,288 $67,496
     UTX518,445-7,288$67,496
Expeditors Intl Wash Inc 855,933 -4,865 $64,931
     EXPD855,933-4,865$64,931
PayPal Holdings Inc. 566,588 -45,203 $64,850
     PYPL566,588-45,203$64,850
Costco Wholesale Corp 232,625 -20,285 $61,470
     COST232,625-20,285$61,470
TJX Companies Inc 1,141,959 +18,611 $60,383
     TJX1,141,959+18,611$60,383

See Full List: All Stocks Held By Marathon Asset Management LLP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Marathon Asset Management LLP

Size ($ in 1000's)
At 06/30/2019: $7,785,991
At 03/31/2019: $7,499,461

Marathon Asset Management LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Marathon Asset Management LLP 13F filings. Link to 13F filings: SEC filings

Marathon Asset Management LLP Top Holdings 13F Filings | www.HoldingsChannel.com

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