Marathon Asset Management Llp Buys Booking Holdings Inc, Berkshire Hathaway Inc, TJX Inc, Sells Wells Fargo, Intel Corp, Bunge

• New Purchases: MMC, DXCM,
• Added Positions: BKNG, BRK.B, TJX, GOOG, TXN, KMB, CNQ, LIN, PEP, PGR, ATVI, FB, EA, HSY, KMX, TRV, PCAR, AZO, FAST, FRC, MTB, MKTX, AXP, CP, OMC, CHRW, WAT, ABMD, ANET, MKL, FNV, RBA, GOOGL, BNS, MGA, DLB, GMED, BCE, RCI, EB, MRK, YUMC, BIDU, MXIM, TSM, BK, UPS, UNP, EXPD, AON, PG, ADI, GIL, HIG, PAYX, ADP, G, CME, C, CL, FMX, CB, MMM, TCOM, CIB, ATHM, PSMT, TV,
• Reduced Positions: WFC, INTC, BG, ADM, WY, TEL, GOLD, NOV, WAB, AXTA, BAM, CCEP, L, Y, RYN, VC, SKT, FCX, FCN, HCSG, KAR, KT,
• Sold Out: PYPL, AMAT, KO, BAX, USB, COST, PPG, OTIS, RTX,

For the details of MARATHON ASSET MANAGEMENT LLP's stock buys and sells, go to https://www.gurufocus.com/guru/marathon+asset+management+llp/current-portfolio/portfolio

1. Oracle Corp (ORCL) - 3,924,422 shares, 3.70% of the total portfolio. Shares reduced by 0.79%
2. Booking Holdings Inc (BKNG) - 137,017 shares, 3.63% of the total portfolio. Shares added by 47.12%
3. Alphabet Inc (GOOGL) - 106,632 shares, 3.15% of the total portfolio. Shares added by 4.94%
4. Johnson & Johnson (JNJ) - 1,527,037 shares, 3.05% of the total portfolio. Shares reduced by 0.36%
5. Alphabet Inc (GOOG) - 96,330 shares, 2.93% of the total portfolio. Shares added by 42.98%

Marathon Asset Management Llp initiated holding in Marsh & McLennan Companies Inc. The purchase prices were between $121.8 and $140.94, with an estimated average price of $133.79. The stock is now traded at around $143.220000. The impact to a portfolio due to this purchase was 0.81%. The holding were 475,713 shares as of 2021-06-30.

Marathon Asset Management Llp initiated holding in DexCom Inc. The purchase prices were between $323.96 and $431.72, with an estimated average price of $383.25. The stock is now traded at around $444.430000. The impact to a portfolio due to this purchase was 0.7%. The holding were 136,094 shares as of 2021-06-30.

Marathon Asset Management Llp added to a holding in Booking Holdings Inc by 47.12%. The purchase prices were between $2172.19 and $2505.1, with an estimated average price of $2335.2. The stock is now traded at around $2174.100000. The impact to a portfolio due to this purchase was 1.16%. The holding were 137,017 shares as of 2021-06-30.

Marathon Asset Management Llp added to a holding in Berkshire Hathaway Inc by 103.12%. The purchase prices were between $255.47 and $292.52, with an estimated average price of $278.9. The stock is now traded at around $280.260000. The impact to a portfolio due to this purchase was 1.12%. The holding were 655,688 shares as of 2021-06-30.

Marathon Asset Management Llp added to a holding in TJX Companies Inc by 111.49%. The purchase prices were between $63.37 and $73.78, with an estimated average price of $68.1. The stock is now traded at around $67.205000. The impact to a portfolio due to this purchase was 0.94%. The holding were 2,177,959 shares as of 2021-06-30.

Marathon Asset Management Llp added to a holding in Alphabet Inc by 42.98%. The purchase prices were between $2068.63 and $2545.64, with an estimated average price of $2375.56. The stock is now traded at around $2632.140000. The impact to a portfolio due to this purchase was 0.88%. The holding were 96,330 shares as of 2021-06-30.

Marathon Asset Management Llp added to a holding in Texas Instruments Inc by 39.60%. The purchase prices were between $176.6 and $196.93, with an estimated average price of $187.57. The stock is now traded at around $192.100000. The impact to a portfolio due to this purchase was 0.83%. The holding were 1,247,250 shares as of 2021-06-30.

Marathon Asset Management Llp added to a holding in Kimberly-Clark Corp by 110.69%. The purchase prices were between $128.69 and $142.39, with an estimated average price of $133.51. The stock is now traded at around $135.810000. The impact to a portfolio due to this purchase was 0.81%. The holding were 951,658 shares as of 2021-06-30.

Marathon Asset Management Llp sold out a holding in PayPal Holdings Inc. The sale prices were between $239.91 and $293.65, with an estimated average price of $263.49.

Marathon Asset Management Llp sold out a holding in Applied Materials Inc. The sale prices were between $114.88 and $143.05, with an estimated average price of $134.34.

Marathon Asset Management Llp sold out a holding in Coca-Cola Co. The sale prices were between $52.51 and $56.24, with an estimated average price of $54.37.

Marathon Asset Management Llp sold out a holding in Baxter International Inc. The sale prices were between $80.5 and $88.01, with an estimated average price of $83.85.

Marathon Asset Management Llp sold out a holding in U.S. Bancorp. The sale prices were between $54.74 and $62.21, with an estimated average price of $58.61.

Marathon Asset Management Llp sold out a holding in Costco Wholesale Corp. The sale prices were between $352.48 and $398.79, with an estimated average price of $377.4.