13F

Investor

MARATHON ASSET MANAGEMENT LP

CIK 0001279913 · filed 2026-05-15 · SEC filing

13F book

$12M

Positions

2

0 new · 10 sold

Largest name

68.4%

Graftech Intl Ltd

Est. mark

−$10.2M

Price effect on 2 names still held. Flow −$42.8M.
NameTickerSharesValueWeightEst. markChange
Graftech Intl Ltd1.21M$8.21M68.4%−$10.1MCut−$11.9M
John Hancock Exchange Traded125K$3.17M26.4%−$68.9KHeld

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.