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Marathon Capital Management
Marathon Capital Management is an investment management firm headquartered in Hunt Valley, Maryland, United States. The firm is organized as a limited liability company and registered as an investment adviser with the U.S. Securities and Exchange Commission. Founded in the early 2000s, it manages assets for institutional and high-net-worth investors and employs a team of 8 professionals. Marathon Capital Management reports approximately $694.3 million in assets under management as of 2025, focusing primarily on portfolio management and investment advisory services.
Investment Strategy
Marathon Capital Management employs a value-oriented, research-driven investment approach. The firm focuses on portfolio management of securities, with an emphasis on strategy and research to maximize returns for its clients. While specific asset allocation and detailed strategy information is not publicly disclosed, Marathon Capital Management is known for its conservative risk management and a tailored portfolio construction process serving institutional and high-net-worth individual investors.
Latest 13F Filing Activity
Marathon Capital Management filed their most recent 13F report on Jun 30, 2025 disclosing 163 equity positions with a total 13F market value of $393M. The fund increased holdings in Vanguard Whitehall FDS, Builders Firstsource Inc., Healthpeak Properties Inc. among other positions. Marathon Capital Management reduced exposure to Hillman Solutions Corp., Dow Inc., Lululemon Athletica Inc. among others.
Top Holdings
Equity Positions (163)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TROW | PRICE T ROWE GROUP INC | 17.40% | $68.3M | 708,145 | $82.28 | $96.50 | -$414.9K |
M MSFT | MICROSOFT CORP | 3.10% | $12.2M | 24,450 | $181.03 | $497.41 | +$2.0M |
A AZN | ASTRAZENECA PLC | 2.91% | $11.4M | 163,405 | $67.33 | $69.88 | -$805.6K |
G GLW | CORNING INC | 2.81% | $11.0M | 209,817 | $27.58 | $52.59 | +$1.2M |
A AAPL | APPLE INC | 2.79% | $10.9M | 53,349 | $96.54 | $205.17 | -$1.5M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager and Partner | Baltimore, MD , United States | |
D Darren Crume | Principal | Costa Mesa, CA , United States |
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