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:
31.41%
Gain +0.51%
Monthly
0.46%
Yearly
5.72%
Drawdown
12.39%
$2.36B
Equity
Holdings
$2.36B
Investment
$1.61B
$1.14B
Profit +$18.48M
Realized
$394.12M
Unrealized
$741.77M
Dividends
$279.4M
Goals
Avg. 79.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.51%
Profit
$18.48M
Win %
71%
This Week
Compared To Last Week
Gain
-1.85%
Profit
-$44.39M
Win %
71%
This Month
Compared to last month
Gain
-1.74%
Profit
-$41.59M
Win %
71%
This Year
Compared to last year
Gain
2.95%
Profit
$66.2M
Win %
71%
WCC Wesco International Inc.
+3.37%
+$430,429.59 
META Meta Platforms Inc Class A
+2.94%
+$1.61M 
HDB HDFC Bank Limited ADR
+2.59%
+$528,051.26 
ORCL Oracle Corporation
+2.48%
+$897,991.25 
SW Smurfit WestRock PLC
+2.37%
+$322,275 
SCCO Southern Copper Corporation
+2.25%
+$2.11M 
FISV Fiserv, Inc.
+2.23%
+$523,628.97 
WMG Warner Music Group Corp.
+2.16%
+$272,977.45 
MTN Vail Resorts, Inc.
+2%
+$244,836.33 
B BARRICK MINING CORP Common Stock (ABR0)
+2%
+$117,495.24 
FNV Franco-Nevada Corporation
+1.9%
+$1.24M 
FCX Freeport-McMoRan Inc.
+1.87%
+$290,030.44 
GOOGL Alphabet Inc
+1.79%
+$1.8M 
AMZN Amazon.com Inc
+1.69%
+$1.82M 
NEM Newmont Corporation
+1.64%
+$259,749.81 
CPA Copa Holdings S.A.
+1.46%
+$775,064.51 
ROG Rogers Corporation
+1.3%
+$143,846.2 
ALGN Align Technology, Inc.
+1.28%
+$303,203.74 
WFC Wells Fargo & Company
+1.22%
+$96,718.97 
VIPS Vipshop Holdings Ltd - ADR
+1.15%
+$399,970.17 
HCSG Healthcare Services Group Inc.
+1.1%
+$182,357.76 
CX Cemex S.A.B. de C.V. Sponsored ADR
+1.08%
+$502,324.72 
SKY Skyline Champion Corporation
+1.04%
+$202,966.4 
HSIC Henry Schein, Inc.
+1.03%
+$125,101.8 
TMO Thermo Fisher Scientific Inc.
+1%
+$457,769.68 
TDC Teradata Corporation
+0.97%
+$72,135.12 
NVST Envista Holdings Corporation
+0.97%
+$141,421 
VNT Vontier Corporation
+0.96%
+$55,147.8 
AXTA Axalta Coating Systems Ltd.
+0.88%
+$67,412.1 
CCEP Coca-Cola Europacific Partners PLC
+0.84%
+$892,367.82 
WSC WillScot Holdings Corporation
+0.83%
+$75,547.93 
RYN Rayonier Inc.
+0.71%
+$70,072.99 
WY Weyerhaeuser Company
+0.7%
+$66,885.6 
MSFT Microsoft Corp.
+0.7%
+$547,832.74 
NVDA NVIDIA Corporation
+0.69%
+$419,438.7 
RPRX Royalty Pharma plc
+0.56%
+$94,363.83 
MU Micron Technology, Inc.
+0.56%
+$291,295.68 
BNS Bank of Nova Scotia
+0.45%
+$394,595.28 
ELV Elevance Health, Inc.
+0.41%
+$377,522.8 
BIO Bio-Rad Laboratories Inc.
+0.41%
+$62,962.5 
TRU TransUnion
+0.34%
+$166,751.52 
LAUR Laureate Education Inc.
+0.31%
+$155,573.61 
OPLN Openlane Inc.
+0.3%
+$51,881.86 
IBKR Interactive Brokers Group Inc.
+0.3%
+$114,071.63 
V Visa Inc. Class A
+0.27%
+$157,957.58 
CP Canadian Pacific Kansas City Limited
+0.27%
+$110,340 
BN Brookfield Corporation
+0.24%
+$153,477.27 
IQV IQVIA Holdings Inc.
+0.13%
+$35,831.92 
CHRW C.H. Robinson Worldwide, Inc.
+0.11%
+$13,675.69 
PAYC Paycom Software, Inc.
+0.09%
+$36,512.2 
GIL Gildan Activewear Inc.
+0.08%
+$42,277.04 
COKE Coca-Cola Consolidated Inc.
0%
+$128.87 
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 
CNQ Canadian Natural Resources Limited
-1.38%
-$974,122.8 
MBC MasterBrand, Inc.
-0.94%
-$72,447.69 
FCN Fti Consulting Inc.
-0.94%
-$64,702.08 
TJX The TJX Companies, Inc.
-0.73%
-$94,632.12 
CME CME Group Inc.
-0.67%
-$173,976.24 
BKR Baker Hughes Company
-0.61%
-$68,082.35 
DFIN Donnelley Financial Solutions Inc.
-0.56%
-$32,617.08 
SPGI S&P Global Inc.
-0.38%
-$98,890.64 
PGR Progressive Corporation
-0.28%
-$84,782.68 
TFX Teleflex Incorporated
-0.17%
-$31,976.78 
MKL Markel Group Inc.
-0.16%
-$57,873.69 
DLTR Dollar Tree, Inc.
-0.12%
-$16,029.53 
ADM Archer-Daniels-Midland Co
-0.09%
-$13,930.16 
ADSK Autodesk, Inc.
-0.06%
-$9,976.77 
TIGO Millicom International Cellular S.A.
-0.05%
-$53,337.45 
MA Mastercard Incorporated
-0.03%
-$10,174.33 
INMD InMode Ltd.
-0.02%
-$541.41 Events
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Dividends
Dividend Analysis
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| Trades 1652 | Longs Won 949/1652 57% | Profit Factor 1.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.78M |
| Average Win $2.56M | Best Trade (Aug 27) $72.39M | Sharpe Ratio -26.27 |
| Average Loss -$1.83M | Worst Trade (Sep 30) -$56.49M | Z-Score 1.9 (94.3%) |
| Commissions $0 | Avg. Trade Length 1y 11m 2w | Expectancy $687,585.23 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,284 | 1,155 | 1,027 | 899 | 770 | 642 | 513 | 385 | 257 | 128 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ADM Archer-Daniels-Midland Co | 174,127 | $10.92M | $15.12M | - | $4.2M | 38.47% | -0.092% |
| ADSK Autodesk, Inc. | 82,181 | $17.1M | $17.38M | - | $281,645.76 | 1.65% | -0.057% |
| ALGN Align Technology, Inc. | 156,954 | $38.18M | $23.96M | - | -$14.22M | -37.24% | +1.282% |
| AMZN Amazon.com Inc | 427,627 | $81.61M | $109.53M | - | $27.92M | 34.21% | +1.689% |
| ATS ATS | 954,485 | $30,379.73 | $30,379.73 | - | - | - | 0.0 |
| AXTA Axalta Coating Systems Ltd. | 224,707 | $5.71M | $7.71M | - | $2M | 34.98% | +0.882% |
| B BARRICK MINING CORP Common Stock (ABR0) | 135,052 | $3.35M | $5.99M | - | $2.64M | 78.81% | +2.002% |
| BAM BAM | 283,088 | $8,100.08 | $8,100.08 | - | - | - | 0.0 |
| BIO Bio-Rad Laboratories Inc. | 41,975 | $14.09M | $15.54M | - | $1.45M | 10.33% | +0.407% |
| BKR Baker Hughes Company | 186,527 | $6.3M | $11.01M | - | $4.71M | 74.79% | -0.614% |
| BN Brookfield Corporation | 1.71M | $35.76M | $65.04M | - | $29.28M | 81.88% | +0.237% |
| BNS Bank of Nova Scotia | 950,832 | $52.6M | $88.67M | - | $36.07M | 68.56% | +0.447% |
| CCEP Coca-Cola Europacific Partners PLC | 1.04M | $59.04M | $107.64M | - | $48.6M | 82.31% | +0.836% |
| CHRW C.H. Robinson Worldwide, Inc. | 82,883 | $7.57M | $12.65M | - | $5.08M | 67.17% | +0.108% |
| CME CME Group Inc. | 95,173 | $21.07M | $25.91M | - | $4.84M | 22.97% | -0.667% |
| CNHI CNH Industrial N.V. | 11.25M | $136,974.36 | $136,974.36 | - | - | - | 0.0 |
| CNQ Canadian Natural Resources Limited | 1.39M | $25.58M | $69.72M | - | $44.14M | 172.58% | -1.378% |
| COKE Coca-Cola Consolidated Inc. | 51,547 | $4.28M | $9.73M | - | $5.45M | 127.24% | +0.001% |
| CP Canadian Pacific Kansas City Limited | 459,750 | $37.13M | $40.95M | - | $3.82M | 10.29% | +0.27% |
| CPA Copa Holdings S.A. | 414,473 | $35.12M | $54.06M | - | $18.94M | 53.91% | +1.455% |
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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 - $94.93M, AutoZone Inc - $72.21M, Canadian Natural Resources Limited - $71.49M, Southern Copper Corporation - $60.85M, and Fair Isaac Corporation - $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 - $49.94M, Sea Ltd - $41.56M, Vimeo, Inc - $39.48M, V.F. 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 $279.4M earned over time. The largest contributors to dividend income include Southern Copper Corporation - $17.41M, Coca-Cola Europacific Partners PLC - $15.1M, Canadian Natural Resources Limited - $14.83M, Bank of Nova Scotia - $14.48M, 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.
