{"url":"https://nivawealth.com/firms/marathon-asset-management-limited-132391","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/132391","regulatoryAum":39042272218,"crd":"132391","secFileNumber":"801-63397","legalName":"Marathon Asset Management Limited","displayName":"Marathon Asset Management Limited","website":null,"linkedinUrl":"https://www.linkedin.com/company/marathon-asset-management-ltd/","founded":null,"organization":"other (specify) organized in United Kingdom","fiscalYearEnd":"March","headquarters":{"street":"The Floral Building, 27b Floral Street","city":"London","state":"","stateName":"","country":"United Kingdom","postalCode":"WC2E 9DP"},"tradeNames":[],"registration":{"secApproved":"9 September 2004","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":74,"advisory":16,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":39042272218,"discretionaryAccounts":50,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":46,"nonAumClients":0},"clientTypes":[{"label":"Investment companies","clients":3,"regulatoryAum":8881644639},{"label":"Pooled investment vehicles","clients":18,"regulatoryAum":11064047455},{"label":"Pension and profit-sharing plans","clients":7,"regulatoryAum":1387459218},{"label":"Charitable organizations","clients":null,"regulatoryAum":5442030170},{"label":"State or municipal government entities","clients":14,"regulatoryAum":9816126050},{"label":"Insurance companies","clients":null,"regulatoryAum":232457972},{"label":"Sovereign wealth funds and foreign official institutions","clients":null,"regulatoryAum":2101357721},{"label":"Corporations and other businesses","clients":null,"regulatoryAum":117148993}],"fees":[],"feeNotes":[],"custodians":[{"name":"The Bank of New York Mellon Corporation","shortName":"The Bank of New York Mellon","location":"New York, NY","smaAssets":6124631604},{"name":"State Street Bank and Trust Company","shortName":"State Street Bank and Trust","location":"Boston, MA","smaAssets":9244753089},{"name":"The Hongkong and Shanghai Banking Corporation Limited","shortName":"The Hongkong and Shanghai Banking Corporation Limited","location":"London","smaAssets":2101357721}],"custodyNote":"Marathon Asset Management Limited has custody of client assets.","otherCustodians":[],"leadership":[{"name":"James Beveridge","title":"Chief Financial Officer","crd":"7564784"},{"name":"William Arah","title":"Director","crd":"1379771"},{"name":"James Bennett","title":"Chief Risk and Compliance Officer","crd":"6263924"},{"name":"Charles Carter","title":"Managing Director","crd":"7134802"},{"name":"Dianna Gonzalesburdin","title":"Non-Executive Director","crd":"1435014"},{"name":"Robert Hingley","title":"Chair","crd":"7564788"},{"name":"Claire Holdsworth","title":"General Counsel","crd":"7564792"},{"name":"Jeremy Hosking","title":"Retired Non-Executive Shareholder","crd":"4332162"},{"name":"Neil Ostrer","title":"Non-Executive Director","crd":"4332172"}],"ownership":[{"label":"William Arah","detail":"Director in the 75% or more ownership band and a control person, since November 2003. Also a beneficiary of The W.j.arah Overseas Trust in the 75% or more band and a control person, since February 1987."},{"label":"M.a.m Investments LTD","detail":"Shareholder in the 10% to 25% ownership band and a control person, since August 2021."},{"label":"The W.j.arah Overseas Trust","detail":"Indirect owner: a trust of M.a.m Investments LTD in the 25% to 50% band and a control person, since February 1987.","parent":"M.a.m Investments LTD"},{"label":"The J.j.hosking Overseas Trust","detail":"Indirect owner: a trust of M.a.m Investments LTD in the 25% to 50% band and a control person, since October 1986.","parent":"M.a.m Investments LTD"},{"label":"Neil Mark Ostrer","detail":"Indirect owner: a shareholder of M.a.m Investments LTD in the 25% to 50% band and a control person, since April 2008.","parent":"M.a.m Investments LTD"},{"label":"VG Corporate Trustee Limited","detail":"Indirect owner: corporate trustee of The W.j.arah Overseas Trust and a control person, since December 2016.","parent":"The W.j.arah Overseas Trust"},{"label":"SG Kleinworth Hambros Bank (ci) Limited","detail":"Indirect owner: corporate trustee of The J.j.hosking Overseas Trust and a control person, since December 2017.","parent":"The J.j.hosking Overseas Trust"},{"label":"Jeremy Hosking","detail":"Indirect owner: a beneficiary of The J.j.hosking Overseas Trust in the 75% or more band and a control person, since October 1986.","parent":"The J.j.hosking Overseas Trust"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"442074972211","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":97},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":8},"sources":{"adv1FilingDate":"5 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/132391/PDF/132391.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Marathon Asset Management Limited have?","answer":"Marathon Asset Management Limited has 42 clients and manages $39 billion for them, as of May 2026. They include 18 pooled investment vehicles, 14 state or municipal government entities and 7 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 5 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Marathon Asset Management Limited offer?","answer":"Marathon Asset Management Limited provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Marathon Asset Management Limited use?","answer":"Marathon Asset Management Limited’s separately managed account assets are held at State Street Bank and Trust Company (Boston, MA), with $9,244,753,089, The Bank of New York Mellon Corporation (New York, NY), with $6,124,631,604 and The Hongkong and Shanghai Banking Corporation Limited (London), with $2,101,357,721. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Marathon Asset Management Limited have?","answer":"Marathon Asset Management Limited has 0 investment adviser representatives registered with state securities authorities, out of 74 employees, and 16 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Marathon Asset Management Limited invest in?","answer":"At the end of its last fiscal year, Marathon Asset Management Limited’s separately managed accounts held 97% exchange-traded equities and 2% cash and equivalents. It advises 8 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Marathon Asset Management Limited?","answer":"Marathon Asset Management Limited is owned through a chain of holding companies by Neil Mark Ostrer and Jeremy Hosking. Its direct owners are William Arah (75% or more) and M.a.m Investments LTD (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 5 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Marathon Asset Management Limited get paid?","answer":"Marathon Asset Management Limited is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/marathon-asset-management-limited-132391/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1861026/000186102626000011/0001861026-26-000011-index.html","totalValue":2461778316,"positionCount":74,"top10Share":0.3755909522764681,"top10":[{"issuer":"CNH INDL N V","titleOfClass":"COMMON","cusip":"N20944109","value":126296885,"shares":11246396,"shareType":"SH","priorValue":128309143,"priorShares":11664413},{"issuer":"ALPHABET INC","titleOfClass":"COMMON","cusip":"02079K305","value":108032553,"shares":302312,"shareType":"SH","priorValue":105833837,"priorShares":368043},{"issuer":"COCA-COLA EUROPACIFIC PARTNE","titleOfClass":"COMMON","cusip":"G25839104","value":103836335,"shares":1037637,"shareType":"SH","priorValue":100620579,"priorShares":1109745},{"issuer":"AMAZON COM INC","titleOfClass":"COMMON","cusip":"023135106","value":101881080,"shares":427627,"shareType":"SH","priorValue":115277322,"priorShares":552798},{"issuer":"MILLICOM INTL CELLULAR S A","titleOfClass":"COMMON","cusip":"L6388F110","value":96817449,"shares":1066749,"shareType":"SH","priorValue":82977550,"priorShares":1107258},{"issuer":"ELEVANCE HEALTH INC FORMERLY","titleOfClass":"COMMON","cusip":"036752103","value":84882114,"shares":219490,"shareType":"SH","priorValue":78574854,"priorShares":268388},{"issuer":"SOUTHERN COPPER CORP","titleOfClass":"COMMON","cusip":"84265V105","value":83040262,"shares":476533,"shareType":"SH","priorValue":85793598,"priorShares":498627},{"issuer":"BANK NOVA SCOTIA B C","titleOfClass":"COMMON","cusip":"064149107","value":82623829,"shares":950832,"shareType":"SH","priorValue":75315870,"priorShares":1089394},{"issuer":"BROOKFIELD CORP","titleOfClass":"COMMON","cusip":"11271J107","value":72732676,"shares":1705303,"shareType":"SH","priorValue":78998487,"priorShares":1955732},{"issuer":"COPA HOLDINGS SA","titleOfClass":"COMMON","cusip":"P31076105","value":64478479,"shares":414473,"shareType":"SH","priorValue":48188590,"priorShares":424158}],"positionsListed":74,"positions":[{"issuer":"CNH INDL N V","titleOfClass":"COMMON","cusip":"N20944109","value":126296885,"shares":11246396,"shareType":"SH","priorValue":128309143,"priorShares":11664413},{"issuer":"ALPHABET INC","titleOfClass":"COMMON","cusip":"02079K305","value":108032553,"shares":302312,"shareType":"SH","priorValue":105833837,"priorShares":368043},{"issuer":"COCA-COLA EUROPACIFIC PARTNE","titleOfClass":"COMMON","cusip":"G25839104","value":103836335,"shares":1037637,"shareType":"SH","priorValue":100620579,"priorShares":1109745},{"issuer":"AMAZON COM INC","titleOfClass":"COMMON","cusip":"023135106","value":101881080,"shares":427627,"shareType":"SH","priorValue":115277322,"priorShares":552798},{"issuer":"MILLICOM INTL CELLULAR S A","titleOfClass":"COMMON","cusip":"L6388F110","value":96817449,"shares":1066749,"shareType":"SH","priorValue":82977550,"priorShares":1107258},{"issuer":"ELEVANCE HEALTH INC FORMERLY","titleOfClass":"COMMON","cusip":"036752103","value":84882114,"shares":219490,"shareType":"SH","priorValue":78574854,"priorShares":268388},{"issuer":"SOUTHERN COPPER CORP","titleOfClass":"COMMON","cusip":"84265V105","value":83040262,"shares":476533,"shareType":"SH","priorValue":85793598,"priorShares":498627},{"issuer":"BANK NOVA SCOTIA B C","titleOfClass":"COMMON","cusip":"064149107","value":82623829,"shares":950832,"shareType":"SH","priorValue":75315870,"priorShares":1089394},{"issuer":"BROOKFIELD CORP","titleOfClass":"COMMON","cusip":"11271J107","value":72732676,"shares":1705303,"shareType":"SH","priorValue":78998487,"priorShares":1955732},{"issuer":"COPA HOLDINGS SA","titleOfClass":"COMMON","cusip":"P31076105","value":64478479,"shares":414473,"shareType":"SH","priorValue":48188590,"priorShares":424158},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COMMON","cusip":"595112103","value":61797195,"shares":53547,"shareType":"SH","priorValue":45564282,"priorShares":134816},{"issuer":"MICROSOFT CORP","titleOfClass":"COMMON","cusip":"594918104","value":59575839,"shares":159718,"shareType":"SH","priorValue":72920688,"priorShares":196994},{"issuer":"CANADIAN NAT RES LTD MED TER","titleOfClass":"COMMON","cusip":"136385101","value":56290785,"shares":1391604,"shareType":"SH","priorValue":78283212,"priorShares":1595650},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COMMON","cusip":"67066G104","value":56131803,"shares":280561,"shareType":"SH","priorValue":62340487,"priorShares":357453},{"issuer":"GILDAN ACTIVEWEAR INC","titleOfClass":"COMMON","cusip":"375916103","value":54472983,"shares":1056926,"shareType":"SH","priorValue":41367226,"priorShares":742133},{"issuer":"VISA INC","titleOfClass":"COMMON","cusip":"92826C839","value":54189101,"shares":157956,"shareType":"SH","priorValue":46335175,"priorShares":153309},{"issuer":"CEMEX SA EURO MTN BE 144A","titleOfClass":"COMMON","cusip":"151290889","value":52416272,"shares":4368041,"shareType":"SH","priorValue":52900073,"priorShares":4624113},{"issuer":"FRANCO NEV CORP","titleOfClass":"COMMON","cusip":"351858105","value":52352955,"shares":250994,"shareType":"SH","priorValue":70992166,"priorShares":287697},{"issuer":"LAUREATE ED INC","titleOfClass":"COMMON","cusip":"518613203","value":51088834,"shares":1406633,"shareType":"SH","priorValue":52128827,"priorShares":1496235},{"issuer":"META PLATFORMS INC","titleOfClass":"COMMON","cusip":"30303M102","value":47993919,"shares":85206,"shareType":"SH","priorValue":59354935,"priorShares":103745},{"issuer":"TRANSUNION","titleOfClass":"COMMON","cusip":"89400J107","value":46267133,"shares":641352,"shareType":"SH","priorValue":39390258,"priorShares":569292},{"issuer":"CANADIAN PACIFIC KANSAS CITY","titleOfClass":"COMMON","cusip":"13646K108","value":39932845,"shares":459750,"shareType":"SH","priorValue":41422176,"priorShares":527024},{"issuer":"MARKEL GROUP INC","titleOfClass":"COMMON","cusip":"570535104","value":39867310,"shares":20414,"shareType":"SH","priorValue":47659485,"priorShares":24901},{"issuer":"THERMO FISHER SCIENTIFIC INC","titleOfClass":"COMMON","cusip":"883556102","value":38218430,"shares":76168,"shareType":"SH","priorValue":45958799,"priorShares":93421},{"issuer":"INTERACTIVE BROKERS GROUP IN","titleOfClass":"COMMON","cusip":"45841N107","value":37467151,"shares":430459,"shareType":"SH","priorValue":36420844,"priorShares":543043},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"COMMON","cusip":"874039100","value":37340882,"shares":78066,"shareType":"SH","priorValue":18030887,"priorShares":53256},{"issuer":"VIPSHOP HLDGS LTD","titleOfClass":"COMMON","cusip":"92763W103","value":36576857,"shares":2758415,"shareType":"SH","priorValue":45990511,"priorShares":2925605},{"issuer":"ORACLE CORP","titleOfClass":"COMMON","cusip":"68389X105","value":34770495,"shares":237250,"shareType":"SH","priorValue":39867088,"priorShares":271004},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"COMMON","cusip":"57636Q104","value":30777537,"shares":59849,"shareType":"SH","priorValue":36402390,"priorShares":72740},{"issuer":"PROGRESSIVE CORP","titleOfClass":"COMMON","cusip":"743315103","value":30360232,"shares":138988,"shareType":"SH","priorValue":34785286,"priorShares":175470},{"issuer":"ATS CORPORATION","titleOfClass":"COMMON","cusip":"00217Y104","value":27500179,"shares":954485,"shareType":"SH","priorValue":30733509,"priorShares":1093911},{"issuer":"ALIGN TECHNOLOGY INC","titleOfClass":"COMMON","cusip":"016255101","value":26471781,"shares":156954,"shareType":"SH","priorValue":32864566,"priorShares":191709},{"issuer":"S&P GLOBAL INC","titleOfClass":"COMMON","cusip":"78409V104","value":25981334,"shares":63800,"shareType":"SH","priorValue":33299552,"priorShares":78290},{"issuer":"HDFC BANK LTD","titleOfClass":"COMMON","cusip":"40415F101","value":24474369,"shares":934604,"shareType":"SH","priorValue":23464252,"priorShares":943113},{"issuer":"FISERV INC","titleOfClass":"COMMON","cusip":"337738108","value":23498380,"shares":479075,"shareType":"SH","priorValue":32705162,"priorShares":586120},{"issuer":"PAYCOM SOFTWARE INC","titleOfClass":"COMMON","cusip":"70432V102","value":22944837,"shares":182561,"shareType":"SH","priorValue":27141069,"priorShares":223315},{"issuer":"CHAMPION HOMES INC","titleOfClass":"COMMON","cusip":"830830105","value":21042481,"shares":238784,"shareType":"SH","priorValue":21572386,"priorShares":290034},{"issuer":"CME GROUP INC","titleOfClass":"COMMON","cusip":"12572Q105","value":21016591,"shares":95173,"shareType":"SH","priorValue":35480072,"priorShares":120131},{"issuer":"OPENLANE INC","titleOfClass":"COMMON","cusip":"48238T109","value":20377220,"shares":494113,"shareType":"SH","priorValue":32191130,"priorShares":1104351},{"issuer":"IQVIA HLDGS INC","titleOfClass":"COMMON","cusip":"46266C105","value":20362632,"shares":105388,"shareType":"SH","priorValue":21998684,"priorShares":128999},{"issuer":"HEALTHCARE SVCS GROUP INC","titleOfClass":"COMMON","cusip":"421906108","value":18661738,"shares":759824,"shareType":"SH","priorValue":18020096,"priorShares":971467},{"issuer":"TELEFLEX INCORPORATED","titleOfClass":"COMMON","cusip":"879369106","value":18423711,"shares":145349,"shareType":"SH","priorValue":17193441,"priorShares":143754},{"issuer":"ROYALTY PHARMA PLC","titleOfClass":"COMMON","cusip":"G7709Q104","value":16033099,"shares":285951,"shareType":"SH","priorValue":21151035,"priorShares":440928},{"issuer":"AUTODESK INC","titleOfClass":"COMMON","cusip":"052769106","value":15977081,"shares":82181,"shareType":"SH","priorValue":24829956,"priorShares":103718},{"issuer":"C H ROBINSON WORLDWIDE IN","titleOfClass":"COMMON","cusip":"12541W209","value":15659463,"shares":82883,"shareType":"SH","priorValue":17649675,"priorShares":105963},{"issuer":"TJX COS INC NEW","titleOfClass":"COMMON","cusip":"872540109","value":15583442,"shares":102861,"shareType":"SH","priorValue":20740497,"priorShares":129869},{"issuer":"SMURFIT WESTROCK PLC","titleOfClass":"COMMON","cusip":"G8267P108","value":14907854,"shares":322275,"shareType":"SH","priorValue":12072159,"priorShares":302940},{"issuer":"ENVISTA HOLDINGS CORPORATION","titleOfClass":"COMMON","cusip":"29415F104","value":14905773,"shares":565684,"shareType":"SH","priorValue":18346417,"priorShares":723154},{"issuer":"WILLSCOT HLDGS CORP","titleOfClass":"COMMON","cusip":"971378104","value":14066241,"shares":487406,"shareType":"SH","priorValue":7581857,"priorShares":436759},{"issuer":"DOLLAR TREE INC","titleOfClass":"COMMON","cusip":"256746108","value":14049139,"shares":116156,"shareType":"SH","priorValue":16258039,"priorShares":148466},{"issuer":"FREEPORT MCMORAN INC","titleOfClass":"COMMON","cusip":"35671D857","value":13713974,"shares":218068,"shareType":"SH","priorValue":16631195,"priorShares":282936},{"issuer":"ROGERS CORP","titleOfClass":"COMMON","cusip":"775133101","value":13692458,"shares":83632,"shareType":"SH","priorValue":14359414,"priorShares":133809},{"issuer":"ARCHER DANIELS MIDLAND CO","titleOfClass":"COMMON","cusip":"039483102","value":13303197,"shares":174127,"shareType":"SH","priorValue":16182546,"priorShares":222628},{"issuer":"WESCO INTL INC","titleOfClass":"COMMON","cusip":"95082P105","value":12822804,"shares":37122,"shareType":"SH","priorValue":16268719,"priorShares":59455},{"issuer":"BROOKFIELD ASSET MANAGMT LTD","titleOfClass":"COMMON","cusip":"113004105","value":12696318,"shares":283088,"shareType":"SH","priorValue":14394380,"priorShares":324752},{"issuer":"VAIL RESORTS INC","titleOfClass":"COMMON","cusip":"91879Q109","value":12671599,"shares":91699,"shareType":"SH","priorValue":15267611,"priorShares":117343},{"issuer":"BIO RAD LABS INC","titleOfClass":"COMMON","cusip":"090572207","value":12322726,"shares":41975,"shareType":"SH","priorValue":14957080,"priorShares":53661},{"issuer":"WARNER MUSIC GROUP CORP","titleOfClass":"COMMON","cusip":"934550203","value":12296834,"shares":454281,"shareType":"SH"},{"issuer":"NEWMONT CORP","titleOfClass":"COMMON","cusip":"651639106","value":11719731,"shares":125483,"shareType":"SH","priorValue":17381829,"priorShares":160574},{"issuer":"SCHEIN HENRY INC","titleOfClass":"COMMON","cusip":"806407102","value":11609195,"shares":139002,"shareType":"SH","priorValue":13097223,"priorShares":177713},{"issuer":"MASTERBRAND INC","titleOfClass":"COMMON","cusip":"57638P104","value":10649182,"shares":1034967,"shareType":"SH","priorValue":7004516,"priorShares":842902},{"issuer":"BAKER HUGHES COMPANY","titleOfClass":"COMMON","cusip":"05722G100","value":10351455,"shares":186527,"shareType":"SH","priorValue":16763362,"priorShares":274587},{"issuer":"WEYERHAEUSER CO","titleOfClass":"COMMON","cusip":"962166104","value":10330064,"shares":431520,"shareType":"SH","priorValue":8041281,"priorShares":329156},{"issuer":"RAYONIER INC","titleOfClass":"COMMON","cusip":"754907103","value":10284109,"shares":483262,"shareType":"SH"},{"issuer":"COCA COLA CONS INC","titleOfClass":"COMMON","cusip":"191098102","value":9841072,"shares":51547,"shareType":"SH","priorValue":12633934,"priorShares":65896},{"issuer":"TERADATA CORP DEL","titleOfClass":"COMMON","cusip":"88076W103","value":9432007,"shares":272208,"shareType":"SH","priorValue":8915148,"priorShares":347849},{"issuer":"AXALTA COATING SYS LTD","titleOfClass":"COMMON","cusip":"G0750C108","value":7689474,"shares":224707,"shareType":"SH","priorValue":7958060,"priorShares":287288},{"issuer":"WELLS FARGO & CO","titleOfClass":"COMMON","cusip":"949746101","value":7332841,"shares":88733,"shareType":"SH","priorValue":9031133,"priorShares":113444},{"issuer":"FTI CONSULTING INC","titleOfClass":"COMMON","cusip":"302941109","value":6837966,"shares":45888,"shareType":"SH","priorValue":10377685,"priorShares":58706},{"issuer":"VONTIER CORPORATION","titleOfClass":"COMMON","cusip":"928881101","value":5331177,"shares":183826,"shareType":"SH","priorValue":8337011,"priorShares":235044},{"issuer":"DONNELLEY FINL SOLUTIONS INC","titleOfClass":"COMMON","cusip":"25787G100","value":5067874,"shares":120804,"shareType":"SH","priorValue":7280271,"priorShares":154456},{"issuer":"BARRICK MNG CORP","titleOfClass":"COMMON","cusip":"06849F108","value":4960359,"shares":135052,"shareType":"SH","priorValue":7019332,"priorShares":172078},{"issuer":"INMODE LTD","titleOfClass":"COMMON","cusip":"M5425M103","value":2261539,"shares":154688,"shareType":"SH","priorValue":2116132,"priorShares":154688},{"issuer":"FLUTTER ENTMT PLC","titleOfClass":"COMMON","cusip":"G3643J108","value":112796,"shares":1104,"shareType":"SH","priorValue":1580531,"priorShares":15503}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}