0001861026-23-000009.txt : 20230503
0001861026-23-000009.hdr.sgml : 20230503
20230503090106
ACCESSION NUMBER: 0001861026-23-000009
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230503
DATE AS OF CHANGE: 20230503
EFFECTIVENESS DATE: 20230503
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Marathon Asset Management Ltd
CENTRAL INDEX KEY: 0001861026
IRS NUMBER: 000000000
STATE OF INCORPORATION: X0
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21396
FILM NUMBER: 23881912
BUSINESS ADDRESS:
STREET 1: ORION HOUSE
STREET 2: 5 UPPER ST. MARTIN'S LANE
CITY: LONDON
STATE: X0
ZIP: WC2H 9EA
BUSINESS PHONE: 44 0 2074972211
MAIL ADDRESS:
STREET 1: ORION HOUSE
STREET 2: 5 UPPER ST. MARTIN'S LANE
CITY: LONDON
STATE: X0
ZIP: WC2H 9EA
FORMER COMPANY:
FORMER CONFORMED NAME: Marathon Asset Mgmt Ltd
DATE OF NAME CHANGE: 20210506
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001861026
XXXXXXXX
03-31-2023
03-31-2023
false
Marathon Asset Management Ltd
Orion House
5 Upper St. Martin's Lane
London
X0
WC2H 9EA
13F HOLDINGS REPORT
028-21396
000132391
801-63397
N
James Bennett
Chief Risk and Compliance Officer
442074972211
James Bennett
London
X0
05-03-2023
0
91
3579234854
INFORMATION TABLE
2
infotable.xml
ALIGN TECHNOLOGY INC
COMMON
016255101
33367460
99864
SH
SOLE
94336
0
5528
ANALOG DEVICES INC
COMMON
032654105
64573575
327419
SH
SOLE
308770
0
18649
ARCHER DANIELS MIDLAND CO
COMMON
039483102
20006016
251145
SH
SOLE
236824
0
14321
AUTODESK INC
COMMON
052769106
33636656
161591
SH
SOLE
152367
0
9224
AUTOZONE INC
COMMON
053332102
24198369
9844
SH
SOLE
9282
0
562
BAIDU INC
COMMON
056752108
72722176
481861
SH
SOLE
0
0
481861
BANK NOVA SCOTIA HALIFAX
COMMON
064149107
40665227
808251
SH
SOLE
578704
0
229547
BARRICK GOLD CORP
COMMON
067901108
5221343
281145
SH
SOLE
272310
0
8835
BROOKFIELD ASSET MANAGMT LTD
COMMON
113004105
21299527
650319
SH
SOLE
462592
0
187727
CANADIAN NAT RES LTD
COMMON
136385101
107520002
1923253
SH
SOLE
1371752
0
551501
CARMAX INC
COMMON
143130102
11191466
174106
SH
SOLE
164103
0
10003
DOLLAR TREE INC
COMMON
256746108
40313928
280840
SH
SOLE
264822
0
16018
ELECTRONIC ARTS INC
COMMON
285512109
48174714
399961
SH
SOLE
378472
0
21489
FTI CONSULTING INC
COMMON
302941109
22431408
113668
SH
SOLE
107183
0
6485
FAIR ISAAC CORP
COMMON
303250104
53429137
76037
SH
SOLE
71900
0
4137
FASTENAL CO
COMMON
311900104
36280542
672619
SH
SOLE
634162
0
38457
FISERV INC
COMMON
337738108
74198770
656452
SH
SOLE
620705
0
35747
FRANCO NEV CORP
COMMON
351858105
53820871
369358
SH
SOLE
265185
0
104173
GILDAN ACTIVEWEAR INC
COMMON
375916103
25015470
749902
SH
SOLE
538501
0
211401
HEALTHCARE SVCS GROUP INC
COMMON
421906108
27024696
1948482
SH
SOLE
1837839
0
110643
INFOSYS LTD
COMMON
456788108
60237062
3453960
SH
SOLE
0
0
3453960
JOHNSON & JOHNSON
COMMON
478160104
56321515
363371
SH
SOLE
342713
0
20658
MAGNA INTL INC
COMMON
559222401
22851828
427152
SH
SOLE
306763
0
120389
MARKEL CORP
COMMON
570535104
67449038
52800
SH
SOLE
49905
0
2895
MARSH & MCLENNAN COS INC
COMMON
571748102
25187990
151237
SH
SOLE
142588
0
8649
MICROSOFT CORP
COMMON
594918104
115563571
400849
SH
SOLE
379009
0
21840
MICRON TECHNOLOGY INC
COMMON
595112103
37097757
614816
SH
SOLE
579728
0
35088
MOODYS CORP
COMMON
615369105
17697414
57833
SH
SOLE
54726
0
3107
NEWMONT CORP
COMMON
651639106
28494681
581296
SH
SOLE
548202
0
33094
GEN DIGITAL INC
COMMON
668771108
21848238
1273236
SH
SOLE
1200837
0
72399
PROGRESSIVE CORP
COMMON
743315103
33204018
232103
SH
SOLE
218910
0
13193
RITCHIE BROS AUCTIONEERS
COMMON
767744105
56157839
999270
SH
SOLE
717740
0
281530
ROGERS COMMUNICATIONS INC
COMMON
775109200
22401391
480255
SH
SOLE
344854
0
135401
HENRY SCHEIN INC
COMMON
806407102
25973587
318541
SH
SOLE
300407
0
18134
TJX COS INC NEW
COMMON
872540109
67433488
860573
SH
SOLE
811285
0
49288
TAIWAN SEMICONDUCTOR MFG LTD
COMMON
874039100
4569097
48933
SH
SOLE
0
0
48933
TELEFLEX INCORPORATED
COMMON
879369106
30596568
120789
SH
SOLE
114265
0
6524
THERMO FISHER SCIENTIFIC INC
COMMON
883556102
82146836
142445
SH
SOLE
134774
0
7671
UNITED PARCEL SERVICE INC
COMMON
911312106
35132012
181104
SH
SOLE
170800
0
10304
V F CORP
COMMON
918204108
10636062
464262
SH
SOLE
437654
0
26608
VONTIER CORPORATION
COMMON
928881101
29230201
1069152
SH
SOLE
1008198
0
60954
WABTEC
COMMON
929740108
27334810
270481
SH
SOLE
255097
0
15384
WELLS FARGO CO NEW
COMMON
949746101
24711794
661124
SH
SOLE
623534
0
37590
WEYERHAEUSER CO MTN BE
COMMON
962166104
15385643
510642
SH
SOLE
497032
0
13610
EVENTBRITE INC
COMMON
29975E109
3018331
351802
SH
SOLE
328440
0
23362
TRAVELERS COMPANIES INC
COMMON
89417E109
22467293
131074
SH
SOLE
123610
0
7464
ACTIVISION BLIZZARD INC
COMMON
00507V109
31401344
366886
SH
SOLE
346027
0
20859
ADOBE SYSTEMS INCORPORATED
COMMON
00724F101
72972216
189359
SH
SOLE
179068
0
10291
ALPHABET INC
COMMON
02079K107
51484667
495056
SH
SOLE
466888
0
28168
ALPHABET INC
COMMON
02079K305
81806855
788671
SH
SOLE
747362
0
41309
BCE INC
COMMON
05534B760
26699524
587787
SH
SOLE
422130
0
165657
BAKER HUGHES COMPANY
COMMON
05722G100
33853104
1173027
SH
SOLE
1106106
0
66921
BOOKING HOLDINGS INC
COMMON
09857L108
58900908
22206
SH
SOLE
20990
0
1216
BROOKFIELD CORP
COMMON
11271J107
84647109
2601108
SH
SOLE
1850483
0
750625
C H ROBINSON WORLDWIDE INC
COMMON
12541W209
16775004
167829
SH
SOLE
158279
0
9550
CABLE ONE INC
COMMON
12685J105
23991552
34176
SH
SOLE
32199
0
1977
CANADIAN PAC RY LTD
COMMON
13645T100
82711026
1073719
SH
SOLE
771144
0
302575
CANNAE HLDGS INC
COMMON
13765N107
18518010
917677
SH
SOLE
865369
0
52308
DONNELLEY FINL SOLUTIONS INC
COMMON
25787G100
8566958
209674
SH
SOLE
197943
0
11731
META PLATFORMS INC
COMMON
30303M102
80616323
380376
SH
SOLE
359858
0
20518
FIRST REP BK SAN FRANCISCO C
COMMON
33616C100
4525680
323503
SH
SOLE
304818
0
18685
FREEPORT-MCMORAN INC
COMMON
35671D857
26016749
635943
SH
SOLE
589014
0
46929
HDFC BANK LTD
COMMON
40415F101
135870288
2037945
SH
SOLE
0
0
2037945
IQVIA HLDGS INC
COMMON
46266C105
33521071
168548
SH
SOLE
159394
0
9154
KAR AUCTION SVCS INC
COMMON
48238T109
33639714
2459113
SH
SOLE
2319249
0
139864
M & T BK CORP
COMMON
55261F104
16119262
134812
SH
SOLE
127135
0
7677
MASTERCARD INCORPORATED
COMMON
57636Q104
64408772
177236
SH
SOLE
168148
0
9088
MERCK & CO INC
COMMON
58933Y105
54648852
510332
SH
SOLE
481318
0
29014
NLIGHT INC
COMMON
65487K100
13806309
1356219
SH
SOLE
1278834
0
77385
ORACLE CORP
COMMON
68389X105
63097389
679059
SH
SOLE
641729
0
37330
ORGANON & CO
COMMON
68622V106
27649256
1175583
SH
SOLE
1108557
0
67026
S&P GLOBAL INC
COMMON
78409V104
45648639
132407
SH
SOLE
125251
0
7156
SEALED AIR CORP NEW
COMMON
81211K100
22688109
494195
SH
SOLE
465625
0
28570
SOUTHERN COPPER CORP
COMMON
84265V105
96953288
1271520
SH
SOLE
1145795
0
125725
TERADATA CORP DEL
COMMON
88076W103
27083854
672409
SH
SOLE
634125
0
38284
TRIP COM GROUP LTD
COMMON
89677Q107
10003117
265545
SH
SOLE
0
0
265545
UPLAND SOFTWARE INC
COMMON
91544A109
2752000
640000
SH
SOLE
597780
0
42220
VIMEO INC
COMMON
92719V100
10810128
2822774
SH
SOLE
2661198
0
161576
VIPSHOP HOLDINGS LIMITED
COMMON
92763W103
55237088
3638828
SH
SOLE
3283884
0
354944
VISA INC
COMMON
92826C839
46904908
208044
SH
SOLE
196810
0
11234
VISTRA CORP
COMMON
92840M102
21025695
876089
SH
SOLE
811397
0
64692
YUM CHINA HLDGS INC
COMMON
98850P109
36718561
579251
SH
SOLE
566484
0
12767
AON PLC
COMMON
G0403H108
16249052
51538
SH
SOLE
48596
0
2942
AXALTA COATING SYS LTD
COMMON
G0750C108
27398016
904535
SH
SOLE
853123
0
51412
COCA-COLA EUROPACIFIC PARTNE
COMMON
G25839104
82361980
1392111
SH
SOLE
1256617
0
135494
LINDE PLC
COMMON
G54950103
34456404
96944
SH
SOLE
90922
0
6022
MANCHESTER UTD PLC NEW
COMMON
G5784H106
28483770
1285949
SH
SOLE
1211805
0
74144
ROYALTY PHARMA PLC
COMMON
G7709Q104
32181363
893192
SH
SOLE
842396
0
50796
INMODE LTD
COMMON
M5425M103
2075834
64951
SH
SOLE
64951
0
0
LYONDELLBASELL INDUSTRIES N
COMMON
N53745100
36840125
392386
SH
SOLE
368273
0
24113
COPA HOLDINGS SA
COMMON
P31076105
38875564
420959
SH
SOLE
412163
0
8796