Marathon Asset Management LP Portfolio Holdings by Sector

Marathon Asset Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Entertainment \| Communication Services CNK 1 stocks	$8,406 29.55% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH OSCR 2 stocks	$5,735 20.16% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical BABA JD 2 stocks	$3,535 12.43% of portfolio	2	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology AMD 1 stocks	$3,235 11.37% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs TLT 1 stocks	$2,412 8.48% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL 1 stocks	$1,676 5.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$1,541 5.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical NIO 1 stocks	$1,524 5.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology SATS 1 stocks	$381 1.34% of portfolio	1	-	1	-	1 Calls 0 Puts

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