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MAMNY

Marathon Asset Management (New York) Portfolio holdings

AUM $12M
1-Year Est. Return 8.79%
This Fund
S&P 500
This Quarter Est. Return
-41.14%
1 Year Est. Return
-8.79%
3 Year Est. Return
+28.43%
5 Year Est. Return
-5.12%
10 Year Est. Return
+122.29%
AUM
$12M
AUM Growth
-$52.3M
Cap. Flow
-$41.7M
Cap. Flow %
-347.1%
Top 10 Hldgs %
100%
Holding
13
New
Increased
1
Reduced
1
Closed
10

Top Buys

No buys this quarter

Sector Composition

Rank Sector Weight
1 Industrials 68.38%
2 Communication Services 0%
3 Consumer Discretionary 0%
4 Financials 0%
5 Healthcare 0%

No holdings matched the selected filter criteria.

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Marathon Asset Management (New York)'s Q1 2026 Portfolio in Review

As of Q1 2026, Marathon Asset Management (New York) held 13 positions worth $12M, down 81% from $64.3M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Marathon Asset Management (New York) withdrew a net $41.7M in Q1 2026, closing 10 positions and reducing 1 holding. Its most notable exit was State Street SPDR S&P 500 ETF Trust, an estimated $24.2M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 68% of assets, up from 31% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Marathon Asset Management (New York)'s biggest Q1 2026 reduction was GrafTech, cutting an estimated $1.25M.
  • Marathon Asset Management (New York) fully exited State Street SPDR S&P 500 ETF Trust in Q1 2026, selling an estimated $24.2M.
  • Marathon Asset Management (New York)'s ten largest holdings make up 100% of its $12M portfolio in Q1 2026.
  • Marathon Asset Management (New York) opened 0 new positions and closed 10 in Q1 2026.
  • Marathon Asset Management (New York)'s portfolio value fell 81% quarter-over-quarter to $12M.

Based on Marathon Asset Management (New York)'s 13F filing for Q1 2026, filed 15 May 2026.