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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
HLMNHillman Solutions Corp
Recent Activity
Decreased -1.72%
2.04%
$8.413M
796,715 shares@ $10.56 avg price
FISFidelity Natl Information Sv
Recent Activity
Decreased -0.66%
1.88%
$7.738M
92,391 shares@ $83.75 avg price
FANGDiamondback Energy Inc
Recent Activity
Decreased -1.88%
1.75%
$7.212M
41,832 shares@ $172.4 avg price
ORealty Income Corp
Recent Activity
Increased 0.04%
1.7%
$6.973M
109,944 shares@ $63.42 avg price
ZETAZeta Global Holdings Corp
Recent Activity
Decreased -2.83%
1.68%
$6.906M
231,525 shares@ $29.84 avg price
CPACopa Holdings Sa
Recent Activity
Increased 1.82%
1.61%
$6.64M
70,763 shares@ $93.85 avg price
ENPHEnphase Energy Inc
Recent Activity
Decreased -0.9%
1.59%
$6.535M
57,818 shares@ $113.02 avg price
WTWWillis Towers Watson Plc Ltd
Recent Activity
1.43%
$5.871M
19,933 shares@ $294.53 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 139.87%
1.36%
$5.596M
30,031 shares@ $186.33 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.42%
1.33%
$5.452M
11,845 shares@ $460.27 avg price