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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
-1.9%
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
$340M
AUM Growth
+$120M
Cap. Flow
+$136M
Cap. Flow %
39.96%
Top 10 Hldgs %
89.12%
Holding
29
New
14
Increased
2
Reduced
2
Closed
3

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 15.28%
2 Energy 6.78%
3 Materials 4.73%
4 Financials 4.24%
5 Real Estate 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPY icon
1
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$783B
$103M 30.23%
+500,000
New +$105M
CQH
2
DELISTED
Cheniere Energy Partners LP Holdings LLC
CQH
$59.1M 17.37%
2,525,352
NOV icon
3
PUT
NOV
NOV
$7.11B
$38.6M 11.34%
800,000
GM icon
4
General Motors
GM
$81.7B
$32M 9.39%
+959,000
New +$34.2M
STLD icon
5
Steel Dynamics
STLD
$37.5B
$16.1M 4.73%
+776,931
New +$16.7M
CACQ
6
DELISTED
Caesars Acquisition Company
CACQ
$16.1M 4.72%
2,335,419
+526,912
+29% +$3.75M
NMIH icon
7
NMI Holdings
NMIH
$3.34B
$14.4M 4.24%
1,801,291
X
8
PUT
DELISTED
US Steel
X
$9.45M 2.78%
458,400
-900,000
-66% -$22.1M
OSG
9
CALL
Octave Specialty Group
OSG
$261M
$8.13M 2.39%
488,700
WTI icon
10
W&T Offshore
WTI
$473M
$6.58M 1.93%
+1,200,000
New +$6.9M
BAS
11
DELISTED
Basis Energy Services, Inc.
BAS
$5.57M 1.64%
+1,295
New +$6.3M
NBR icon
12
Nabors Industries
NBR
$1.12B
$5.08M 1.49%
+7,043
New +$5.31M
EEM icon
13
CALL
iShares MSCI Emerging Markets ETF
EEM
$28B
$3.63M 1.06%
+91,500
New +$3.83M
RITM icon
14
Rithm Capital
RITM
$5.46B
$3.27M 0.96%
214,635
+125,000
+139% +$2.07M
CVEO icon
15
Civeo
CVEO
$376M
$3.07M 0.9%
+83,333
New +$3.75M
SSE
16
DELISTED
SEVENTY SEVEN ENERGY INC COM
SSE
$2.96M 0.87%
+689,302
New +$3.64M
PMT
17
PennyMac Mortgage Investment
PMT
$854M
$1.74M 0.51%
100,000
PGN
18
DELISTED
PARAGON OFFSHORE PLC (GBR)
PGN
$1.58M 0.46%
+1,450,000
New +$2.36M
EXXI
19
DELISTED
ENERGY XXI LTD COM SHS
EXXI
$1.58M 0.46%
+600,000
New +$2.21M
CIM
20
Chimera Investment
CIM
$1.06B
$1.48M 0.43%
35,933
TEO icon
21
Telecom Argentina
TEO
$5.86B
$1.35M 0.4%
+75,000
New +$1.54M
CRK icon
22
Comstock Resources
CRK
$3.64B
$1.33M 0.39%
+80,000
New +$1.66M
CZR
23
DELISTED
Caesars Entertainment Corporation
CZR
$938K 0.28%
153,360
-14,840
-9% -$134K
HELI
24
DELISTED
CHC GROUP LTD SHS NEW (CYM)
HELI
$802K 0.24%
+30,000
New +$1.22M
BAC icon
25
CALL
Bank of America
BAC
$439B
-1,000,000
Closed -$15.4M

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Marathon Asset Management (New York)'s Q2 2015 Portfolio in Review

As of Q2 2015, Marathon Asset Management (New York) held 29 positions worth $340M, up 54% from $221M the previous quarter. Its ten largest holdings account for 89% of the portfolio.

Marathon Asset Management (New York) deployed $136M of net new capital in Q2 2015, opening 14 new positions and adding to 2 existing holdings. Its largest new stake was General Motors: 959,000 shares worth $32M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 15% of assets, up from 6.4% a quarter earlier, followed by Energy and Materials.

On the sell side, the largest reduction was Caesars Entertainment Corporation, an estimated $134K trimmed.

  • Marathon Asset Management (New York)'s largest Q2 2015 buy was General Motors: 959,000 shares worth $32M.
  • Marathon Asset Management (New York) added most to Caesars Acquisition Company in Q2 2015, an estimated $3.75M increase.
  • Marathon Asset Management (New York)'s biggest Q2 2015 reduction was Caesars Entertainment Corporation, cutting an estimated $134K.
  • Marathon Asset Management (New York) fully exited iShares MSCI Brazil ETF in Q2 2015, selling an estimated $11M.
  • Marathon Asset Management (New York)'s ten largest holdings make up 89% of its $340M portfolio in Q2 2015.
  • Marathon Asset Management (New York) opened 14 new positions and closed 3 in Q2 2015.
  • Marathon Asset Management (New York)'s portfolio value rose 54% quarter-over-quarter to $340M.

Based on Marathon Asset Management (New York)'s 13F filing for Q2 2015, filed 14 Aug 2015.