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Portfolio (Quarterly) Guide ↗

Marex Group Ltd

· CIK 0001997464
13F Portfolio $23.6B AUM 1,609 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 391 New 320 Added 320 Reduced 281 Exited
Page 29 of 56  ·  1,117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 ODFL OLD DOMINION FREIGHT LINE IN Industrials 3,628.0 $786K 0.00% +600.0 +19.8% $216.60 -5.6%
562 HCA HCA HEALTHCARE INC Healthcare 2,001.0 $780K 0.00% NEW $389.89 +4.2%
563 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 30,000.0 $780K 0.00% -8K -21.4% $26.00 +4.5%
564 EQX EQUINOX GOLD CORP Basic Materials 80,164.0 $779K 0.00% -26K -24.8% $9.72 +32.5%
565 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,653.0 $778K 0.00% +355.0 +15.4% $293.18 +2.4%
566 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 15,540.0 $775K 0.00% +4K +32.3% $49.86 +12.7%
567 SSRM SSR MINING IN Basic Materials 27,257.0 $771K 0.00% -6K -19.0% $28.28 +30.2%
568 PDBC INVESCO ACTVELY MNGD ETC FD 48,456.0 $769K 0.00% NEW $15.88 +16.8%
569 PFF ISHARES TR 25,200.0 $768K 0.00% NEW $30.49 -0.1%
570 TJX TJX COS INC NEW Consumer Cyclical 5,066.0 $768K 0.00% +2K +49.6% $151.50 -7.2%
571 DPZ DOMINOS PIZZA INC Consumer Cyclical 2,589.0 $766K 0.00% +570.0 +28.2% $296.04 +12.9%
572 AZN ASTRAZENECA PLC Healthcare 4,027.0 $764K 0.00% +2K +109.3% $189.62 -13.3%
573 WPM WHEATON PRECIOUS METALS CORP Basic Materials 6,757.0 $759K 0.00% +4K +120.0% $112.32 +33.8%
574 GFI GOLD FIELDS LTD Basic Materials 22,526.0 $757K 0.00% +4K +18.5% $33.59 +35.3%
575 HLIT HARMONIC INC Technology 46,315.0 $756K 0.00% NEW $16.33 -24.2%
576 FORM FORMFACTOR INC Technology 4,679.0 $748K 0.00% NEW $159.93 -27.6%
577 MERLIN INC 131,500.0 $748K 0.00% NEW $5.69
578 AEXA AMERICAN EXCEPTIONALISM ACQU Financial Services 63,025.0 $745K 0.00% +5K +9.5% $11.82 -1.7%
579 ABNB PUT AIRBNB INC Consumer Cyclical 5,200.0 $744K 0.00% $143.10 +29.3%
580 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,700.0 $744K 0.00% NEW $437.64 -15.6%
Page 29 of 56  ·  1,117 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 57.3%
Financial Services 14.6%
Healthcare 7.6%
Communication Services 5.6%
Consumer Cyclical 4.8%
Industrials 4.8%
Utilities 3.0%
Basic Materials 1.1%
Energy 0.8%
Real Estate 0.3%