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Angus Burton

@Marathon Capital Management

Latest period2024 - Q3ReportedManaged Assets$412.475MTotal holdings154
Assets growth rate5.12%Assets growth rate (2-Q avg)-0.62%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Marathon Capital Management's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 154 positions.

Assets under management

The assets under management (AUM) of Marathon Capital Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 412.475M in assets, with a quarterly growth rate of 5.12% and a 2-quarter average growth rate of -0.62%. The portfolio is managed by Angus Burton, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PGNYProgyny Inc
Recent Activity
Exited
0%
$1.376M
48,095 shares@ $28.62 avg price
SSYSStratasys Ltd
Recent Activity
Exited
0%
$1.028M
122,535 shares@ $8.4 avg price
WWWWolverine World Wide Inc
Recent Activity
Exited
0%
$503,282
37,225 shares@ $13.52 avg price
BXPBoston Properties Inc
Recent Activity
Exited
0%
$426,611
6,930 shares@ $61.57 avg price
PPGPpg Inds Inc
Recent Activity
Exited
0%
$218,025
1,732 shares@ $125.89 avg price
UGROUrban-gro Inc
Recent Activity
Exited
0%
$139,650
105,000 shares@ $1.33 avg price
GRWGGrowgeneration Corp
Recent Activity
Exited
0%
$24,510
11,400 shares@ $2.15 avg price
OPKOpko Health Inc
Recent Activity
Exited
0%
$18,750
15,000 shares@ $1.25 avg price