James Bennett Portfolio
Invests via Marathon Asset Management Ltd. | Managed by James Bennett
Invests via Marathon Asset Management Ltd.
Managed by James Bennett
Automatically Tracked
James Bennett Profile
With a multifaceted career spanning various sectors, James Bennett is known for his role as a dynamic operating executive with deep expertise in technology and digital transformation. His leadership has driven significant operational efficiencies and innovation at multiple organizations. Known for fostering collaborative environments, he excels in aligning teams toward strategic objectives while navigating complex market challenges. Beyond traditional corporate roles, Bennett's engagement with entrepreneurial ventures showcases his ability to identify and capitalize on emerging opportunities. His background provides him with a robust understanding of both public markets and private equity landscapes.
With a multifaceted career spanning various sectors, James Bennett is known for his role as a dynamic operating executive with deep expertise in technology and digital transformation. His leadership has driven significant operational efficiencies and innovation at multiple organizations. Known for fostering collaborative environments, he excels in aligning teams toward strategic objectives while navigating complex market challenges. Beyond traditional corporate roles, Bennett's engagement with entrepreneurial ventures showcases his ability to identify and capitalize on emerging opportunities. His background provides him with a robust understanding of both public markets and private equity landscapes.
Investment Philosophy & Strategy
Investment opportunities are often identified through the lens of innovation and operational excellence. James Bennett applies his extensive experience in technology and digital transformation to spot emerging trends that align with growth objectives. A strong advocate for collaboration, he encourages teams to work cohesively, which enhances strategic decision-making. His entrepreneurial spirit fuels a focus on identifying value within both public markets and private equity, allowing for diversified investment strategies. In navigating complex landscapes, an emphasis is placed on leveraging deep market insights while fostering agility in execution.
Investment opportunities are often identified through the lens of innovation and operational excellence. James Bennett applies his extensive experience in technology and digital transformation to spot emerging trends that align with growth objectives. A strong advocate for collaboration, he encourages teams to work cohesively, which enhances strategic decision-making. His entrepreneurial spirit fuels a focus on identifying value within both public markets and private equity, allowing for diversified investment strategies. In navigating complex landscapes, an emphasis is placed on leveraging deep market insights while fostering agility in execution.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
37.68%
Gain +0.1%
Monthly
0.44%
Yearly
5.38%
Drawdown
12.44%
$2.35B
Equity
Holdings
$2.35B
Investment
$1.61B
$1.12B
Profit +$4.83M
Realized
$378.66M
Unrealized
$737.96M
Dividends
$284.57M
Goals
Avg. 77% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.1%
Profit
$4.83M
Win %
71%
This Week
Compared To Last Week
Gain
0.21%
Profit
$4.83M
Win %
71%
This Month
Compared to last month
Gain
2.61%
Profit
$59.85M
Win %
71%
This Year
Compared to last year
Gain
2.72%
Profit
$60.98M
Win %
71%
WCC WESCO International, Inc.
+4.79%
+$565,368.47 
ROG Rogers Corporation
+3.78%
+$394,743.04 
MU Micron Technology Inc.
+3.62%
+$1.7M 
FCN FTI Consulting Inc.
+3.18%
+$229,439.54 
NVDA NVIDIA Corporation
+2.58%
+$1.53M 
COKE Coca-Cola Consolidated Inc.
+2.46%
+$257,735 
RPRX Royalty Pharma plc Class A Ordinary Shares
+1.91%
+$348,860.22 
MTN Vail Resorts Inc.
+1.58%
+$212,740.76 
IBKR Interactive Brokers Group, Inc. Class A Common Stock
+1.42%
+$490,723.26 
CCEP Coca-Cola Europacific Partners PLC
+1.28%
+$1.48M 
SCCO Southern Copper Corporation
+1.2%
+$1.07M 
TMO Thermo Fisher Scientific Inc.
+1.15%
+$588,397.04 
BIO Bio-Rad Laboratories Inc.
+1.13%
+$175,035.33 
WFC Wells Fargo & Company
+1.1%
+$80,747.03 
FNV Franco-Nevada Corporation
+1.03%
+$591,090.87 
RYN Rayonier Inc.
+1.02%
+$91,819.78 
AXTA Axalta Coating Systems Ltd.
+0.97%
+$74,153.31 
MSFT Microsoft Corporation Common Stock
+0.95%
+$793,796.86 
VIPS Vipshop Holdings Ltd. ADR
+0.84%
+$289,633.58 
VNT Vontier Corporation Common Stock
+0.81%
+$51,471.28 
WSC WillScot Holdings Corporation
+0.74%
+$58,488.72 
TDC Teradata Corporation
+0.72%
+$68,052 
NEM Newmont Corporation
+0.69%
+$94,112.25 
MKL Markel Group Inc.
+0.69%
+$262,829.64 
AMZN Amazon.com Inc
+0.67%
+$705,584.55 
BNS Bank of Nova Scotia
+0.66%
+$584,761.68 
ORCL Oracle Corporation
+0.65%
+$194,545 
CME CME Group Inc. Class A Common Stock
+0.56%
+$162,746.78 
BKR Baker Hughes Company
+0.55%
+$56,890.74 
TFX Teleflex Incorporated
+0.52%
+$103,199.24 
BN Brookfield Corporation
+0.49%
+$315,481.05 
IQV IQVIA Holdings Inc.
+0.43%
+$125,412.77 
B BARRICK MINING CORP Common Stock (ABR0)
+0.41%
+$20,933.06 
FCX Freeport-McMoRan Inc.
+0.35%
+$50,155.64 
OPLN OPENLANE, Inc.
+0.27%
+$49,411.3 
ADM Archer-Daniels-Midland Company
+0.26%
+$36,566.67 
SKY Champion Homes, Inc.
+0.24%
+$45,368.96 
NVST Envista Holdings Corp.
+0.23%
+$31,112.62 
CP Canadian Pacific Kansas City Ltd.
+0.18%
+$73,560 
META Meta Platforms Inc Class A
+0.18%
+$97,134.84 
GIL Gildan Activewear Inc.
+0.15%
+$63,415.56 
CX Cemex S.A.B. de C.V. Sponsored ADR
+0.05%
+$21,840.21 
SPGI S&P Global Inc.
+0.05%
+$14,036 
GOOGL Alphabet Inc
+0.02%
+$21,164.86 
INMD InMode Ltd.
+0.02%
+$355.78 
CNHI CNH Industrial N.V.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 BAM
BAM
0%
$0 ATS
ATS
0%
$0 G364
G3643J108
0%
$0 
MBC MasterBrand, Inc.
-9.66%
-$729,651.73 
TRU TransUnion
-2.96%
-$1.55M 
CPA Copa Holdings, S.A. Class A Common Stock
-2.09%
-$1.14M 
HDB HDFC Bank Ltd. ADR
-1.95%
-$401,879.72 
FISV Fiserv, Inc.
-1.81%
-$433,514.97 
WMG Warner Music Group Corp.
-1.78%
-$249,854.55 
MA Mastercard Inc. Class A Common Stock
-1.65%
-$615,122.04 
ELV Elevance Health, Inc.
-1.59%
-$1.53M 
PAYC Paycom Software, Inc.
-1.58%
-$794,140.35 
ADSK Autodesk Inc.
-1.24%
-$256,823.84 
V Visa Inc. Class A
-1.13%
-$725,806.24 
DLTR Dollar Tree Inc.
-0.78%
-$113,252.1 
DFIN Donnelley Financial Solutions, Inc.
-0.72%
-$48,321.6 
ALGN Align Technology Inc.
-0.72%
-$174,217.37 
HCSG Healthcare Services Group, Inc.
-0.59%
-$113,973.6 
LAUR Laureate Education, Inc.
-0.5%
-$274,292.03 
CHRW C.H. Robinson Worldwide Inc.
-0.24%
-$28,180.22 
TIGO Millicom International Cellular S.A.
-0.23%
-$192,014.82 
CNQ Canadian Natural Resources Ltd.
-0.21%
-$160,035.85 
SW Smurfit WestRock Plc
-0.19%
-$25,782 
HSIC Henry Schein, Inc.
-0.11%
-$12,815.98 
TJX The TJX Companies, Inc.
-0.1%
-$15,428.94 
WY Weyerhaeuser Co.
-0.1%
-$8,630.4 
PGR The Progressive Corporation
-0.1%
-$31,968.21 Events
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Dividends
Dividend Analysis
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| Trades 1652 | Longs Won 953/1652 57% | Profit Factor 1.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.72M |
| Average Win $2.53M | Best Trade (Oct 20) $67.28M | Sharpe Ratio -479.31 |
| Average Loss -$1.85M | Worst Trade (Sep 30) -$56.49M | Z-Score -8.27 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 3w | Expectancy $675,916.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,271 | 1,144 | 1,017 | 889 | 762 | 635 | 508 | 381 | 254 | 127 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ADM Archer-Daniels-Midland Company | 174,127 | $10.92M | $13.99M | - | $3.07M | 28.14% | +0.262% |
| ADSK Autodesk Inc. | 82,181 | $17.1M | $20.47M | - | $3.37M | 19.71% | -1.239% |
| ALGN Align Technology Inc. | 156,954 | $38.18M | $24.08M | - | -$14.1M | -36.93% | -0.718% |
| AMZN Amazon.com Inc | 427,627 | $81.61M | $106.76M | - | $25.14M | 30.81% | +0.665% |
| ATS ATS | 954,485 | $30,379.73 | $27,500.14 | - | -$2,879.59 | -9.48% | 0.0 |
| AXTA Axalta Coating Systems Ltd. | 224,707 | $5.71M | $7.75M | - | $2.03M | 35.57% | +0.967% |
| B BARRICK MINING CORP Common Stock (ABR0) | 135,052 | $3.35M | $5.17M | - | $1.82M | 54.46% | +0.406% |
| BAM BAM | 283,088 | $8,100.08 | $12,696.33 | - | $4,596.25 | 56.74% | 0.0 |
| BIO Bio-Rad Laboratories Inc. | 41,975 | $14.09M | $15.7M | - | $1.62M | 11.48% | +1.127% |
| BKR Baker Hughes Company | 186,527 | $6.3M | $10.48M | - | $4.18M | 66.29% | +0.546% |
| BN Brookfield Corporation | 1.71M | $35.76M | $65.07M | - | $29.31M | 81.95% | +0.487% |
| BNS Bank of Nova Scotia | 950,832 | $52.6M | $88.92M | - | $36.31M | 69.03% | +0.662% |
| CCEP Coca-Cola Europacific Partners PLC | 1.04M | $59.04M | $116.49M | - | $57.44M | 97.29% | +1.283% |
| CHRW C.H. Robinson Worldwide Inc. | 82,883 | $7.57M | $11.67M | - | $4.11M | 54.29% | -0.241% |
| CME CME Group Inc. Class A Common Stock | 95,173 | $21.07M | $29.26M | - | $8.19M | 38.86% | +0.559% |
| CNHI CNH Industrial N.V. | 11.25M | $136,974.36 | $126,297.03 | - | -$10,677.33 | -7.8% | 0.0 |
| CNQ Canadian Natural Resources Ltd. | 1.39M | $25.58M | $76.46M | - | $50.88M | 198.94% | -0.209% |
| COKE Coca-Cola Consolidated Inc. | 51,547 | $4.28M | $10.74M | - | $6.45M | 150.72% | +2.459% |
| CP Canadian Pacific Kansas City Ltd. | 459,750 | $37.13M | $41.23M | - | $4.09M | 11.02% | +0.179% |
| CPA Copa Holdings, S.A. Class A Common Stock | 414,473 | $35.12M | $53.31M | - | $18.19M | 51.79% | -2.093% |
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FAQ
Which stocks have generated the highest profits for James Bennett?
The largest contributions to the portfolio's profits come from the following stocks: Micron Technology Inc - $94.94M, AutoZone, Inc - $72.21M, Canadian Natural Resources Ltd - $72.11M, Southern Copper Corporation - $60.85M, and Fair Isaac Corp - $49.81M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Thermo Fisher Scientific Inc - $49.91M, Sea Limited Sponsored ADR - $41.56M, Vimeo, Inc - $39.48M, VF Corporation - $38.03M, and IQVIA Holdings Inc - $30.25M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does James Bennett's portfolio generate?
The portfolio generates substantial dividend income, with a total of $284.57M earned over time. The largest contributors to dividend income include Southern Copper Corporation - $17.41M, Canadian Natural Resources Ltd - $15.45M, Bank of Nova Scotia - $15.24M, Coca-Cola Europacific Partners PLC - $15.1M, and LyondellBasell Industries N.V - $13.31M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are James Bennett's monthly returns?
James Bennett's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can James Bennett's strategy be considered aggressive or moderate?
James Bennett's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow James Bennett's strategy?
James Bennett's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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