Marathon Asset Management LP
Annual return '25
+13.2%
SPY '25
+17.7%
Alpha
-4.6ptsvs SPY
Invested
$12M
Holdings
5
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$EAF
GRAFTECH INTL LTD SR NT
Q3 2025: New position (2.12M shares)
68.4%
02
$JHHY
JOHN HANCOCK EXCHANGE TRADED
Q4 2024: New position (125.0k shares)
26.4%
03
$TLT
ISHARES TR
Q2 2025: Sold 25.0% (36.0k → 27.0k shares)
5.2%
04
$SPY
STATE STR SPDR S&P 500 ETF T
Q3 2025: Exited (was 6.0k shares)
0.4%
05
$UNH
UNITEDHEALTH GROUP INC
Q3 2025: Increased +400.0% (2.5k → 12.5k shares)
0.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:31 UTC.