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:
26.52%
Gain -1.07%
Monthly
0.4%
Yearly
4.89%
Drawdown
13.66%
$2.67B
Equity
Holdings
$2.67B
Investment
$1.84B
$882.73M
Profit -$33.81M
Realized
$51.88M
Unrealized
$830.85M
Dividends
$273.11M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.07%
Profit
-$33.81M
Win %
69%
This Week
Compared To Last Week
Gain
-1.21%
Profit
-$32.71M
Win %
69%
This Month
Compared to last month
Gain
-0.49%
Profit
-$13.1M
Win %
69%
This Year
Compared to last year
Gain
10.93%
Profit
$262.98M
Win %
67%
MU Micron Technology, Inc.
+4.57%
+$5.23M 
ELV Elevance Health, Inc.
+3.27%
+$3.27M 
GIL Gildan Activewear Inc.
+2.3%
+$923,955.58 
GOOGL Alphabet Inc
+2.3%
+$2.94M 
IBKR Interactive Brokers Group Inc.
+2.12%
+$1.04M 
AMZN Amazon.com Inc
+2.01%
+$2.75M 
MSFT Microsoft Corp.
+2%
+$1.55M 
SCCO Southern Copper Corporation
+1.85%
+$1.59M 
PAYC Paycom Software, Inc.
+1.47%
+$484,593.55 
FISV Fiserv, Inc.
+1.4%
+$416,145.2 
VIPS Vipshop Holdings Ltd - ADR
+1.14%
+$482,724.83 
FCX Freeport-McMoRan Inc.
+0.99%
+$164,102.88 
META Meta Platforms Inc Class A
+0.88%
+$587,195.66 
COKE Coca-Cola Consolidated Inc.
+0.73%
+$86,653.24 
V Visa Inc. Class A
+0.7%
+$385,572.14 
PGR Progressive Corporation
+0.69%
+$251,797.7 
CCEP Coca-Cola Europacific Partners PLC
+0.64%
+$743,529.15 
NVDA NVIDIA Corporation
+0.6%
+$436,092.66 
MKL Markel Group Inc.
+0.6%
+$292,586.75 
TJX The TJX Companies, Inc.
+0.58%
+$115,583.41 
BIO Bio-Rad Laboratories Inc.
+0.57%
+$93,370.14 
MA Mastercard Incorporated
+0.4%
+$159,302.05 
B BARRICK MINING CORP Common Stock (ABR0)
+0.33%
+$19,788.97 
NEM Newmont Corporation
+0.26%
+$36,932.02 
CME CME Group Inc.
+0.19%
+$56,461.57 
DLTR Dollar Tree, Inc.
+0.18%
+$33,404.85 
FNV Franco-Nevada Corporation
+0.16%
+$94,940.01 
TDC Teradata Corporation
+0.16%
+$17,392.45 
SPGI S&P Global Inc.
+0.14%
+$49,322.7 
BKR Baker Hughes Company
+0.02%
+$2,745.87 
CNQ Canadian Natural Resources Limited
+0.01%
+$7,978.25 
AL Air Lease Corporation
0%
$0 
ATS
0%
$0 
BAM
0%
$0 
CNHI CNH Industrial N.V.
0%
$0 
G3643J108
0%
$0 
SEE Sealed Air Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HDB HDFC Bank Limited ADR
-9.42%
-$2.34M 
ORCL Oracle Corporation
-3.51%
-$1.2M 
BNS Bank of Nova Scotia
-2.38%
-$2.32M 
SW Smurfit WestRock PLC
-2.23%
-$299,910.6 
WSC WillScot Holdings Corporation
-2.17%
-$257,687.81 
WY Weyerhaeuser Company
-1.98%
-$159,640.66 
BN Brookfield Corporation
-1.94%
-$1.65M 
FCN Fti Consulting Inc.
-1.84%
-$175,530.94 
HSIC Henry Schein, Inc.
-1.71%
-$266,924.93 
VNT Vontier Corporation
-1.52%
-$108,120.24 
WCC Wesco International Inc.
-1.5%
-$292,518.6 
CP Canadian Pacific Kansas City Limited
-1.37%
-$677,225.84 
CX Cemex S.A.B. de C.V. Sponsored ADR
-1.31%
-$786,099.21 
SKY Skyline Champion Corporation
-1.28%
-$305,985.87 
MBC MasterBrand, Inc.
-1.1%
-$80,075.69 
DFIN Donnelley Financial Solutions Inc.
-1.06%
-$81,861.68 
TRU TransUnion
-0.97%
-$441,201.3 
TMO Thermo Fisher Scientific Inc.
-0.85%
-$425,065.55 
MTN Vail Resorts, Inc.
-0.84%
-$146,678.75 
WFC Wells Fargo & Company
-0.84%
-$83,381.34 
ADM Archer-Daniels-Midland Co
-0.83%
-$158,065.88 
LAUR Laureate Education Inc.
-0.8%
-$433,908.15 
OPLN Openlane Inc.
-0.77%
-$336,827.05 
HCSG Healthcare Services Group Inc.
-0.69%
-$170,006.73 
TIGO Millicom International Cellular S.A.
-0.64%
-$697,572.54 
IQV IQVIA Holdings Inc.
-0.64%
-$169,633.68 
ROG Rogers Corporation
-0.51%
-$90,990.12 
ALGN Align Technology, Inc.
-0.5%
-$170,084.22 
ADSK Autodesk, Inc.
-0.38%
-$85,567.35 
RPRX Royalty Pharma plc
-0.21%
-$55,116 
NVST Envista Holdings Corporation
-0.21%
-$39,773.47 
CPA Copa Holdings S.A.
-0.11%
-$63,623.7 
TFX Teleflex Incorporated
-0.1%
-$18,688.02 
AXTA Axalta Coating Systems Ltd.
-0.01%
-$1,436.44 
INMD InMode Ltd.
-0.01%
-$293.91 
CHRW C.H. Robinson Worldwide, Inc.
-0.01%
-$1,059.63 Events
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Dividends
Dividend Analysis
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| Trades 1579 | Longs Won 872/1579 55% | Profit Factor 1.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.99M |
| Average Win $2.46M | Best Trade (Jul 24) $102.56M | Sharpe Ratio -515.79 |
| Average Loss -$1.78M | Worst Trade (Sep 30) -$56.49M | Z-Score -0.48 (36.69%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w 6d | Expectancy $559,043.9 |
| 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% | 0.02% |
| Consecutive Losing Trades | 1,499 | 1,349 | 1,199 | 1,049 | 900 | 750 | 600 | 450 | 300 | 150 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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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: AutoZone Inc - $72.21M, Canadian Natural Resources Limited - $66.51M, Southern Copper Corporation - $57.66M, Fair Isaac Corporation - $49.81M, and Progressive Corporation - $42.59M. 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 - $47.07M, Sea Ltd - $41.56M, Vimeo, Inc - $39.48M, V.F. Corporation - $38.03M, and Meta Platforms Inc Class A - $30.24M. 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 $273.11M earned over time. The largest contributors to dividend income include Southern Copper Corporation - $16.89M, Coca-Cola Europacific Partners PLC - $15.1M, Canadian Natural Resources Limited - $14.5M, Bank of Nova Scotia - $13.72M, 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 can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow James Bennett's strategy?
James Bennett's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
