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MARTIN INVESTMENT MANAGEMENT, LLC
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PALM BEACH GARDENS FL
Investment Advisor
Hedge Fund
Martin Investment Management is based out of Palm Beach Gardens. Martin Investment Management is a hedge fund with 292 clients and discretionary assets under management (AUM) of $875,365,299 (Form ADV from 2023-09-06). Their last reported 13F filing for Q4 2023 included $335,646,355 in managed 13F securities
and a top 10 holdings concentration of 59.09%. Martin Investment Management's largest holding is Novo-Nordisk A/S ADS with shares held of 287,466. Whalewisdom has at least 54 13F filings
2023-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| AME Ametek Inc. | 2.11% |
| WAB Westinghouse Air Bra | 1.99% |
| ADBE Adobe Systems, Inc. | 1.95% |
| HLN Haleon plc | 0.09% |
| ICLR Icon Plc Ads | 0.06% |
2023-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| JNJ Johnson & Johnson Co | 2.03% |
| BMY Bristol-Myers Squibb | 1.91% |
| CARR Carrier Global Corp. | 1.83% |
| RTX Raytheon Technologie | 1.07% |
| FMC FMC Corp. (Food Mach | 1.04% |
2023-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| NVO Novo-Nordisk A/S ADS | 8.86% |
| CHKP Check Point Software | 7.21% |
| NVS Novartis AG ADS | 6.8% |
| TM Toyota Motors Corp. | 6.38% |
| AAPL Apple Inc | 6.27% |
2023-12-31
13F Activity
| Market Value | $336m, Prior: $334m |
| New Purchases | 5 stocks |
| Added To | 2 stocks |
| Sold out of | 5 stocks |
| Reduced holdings in | 32 stocks |
| Top 10 Holdings % | 59.09% |
| Turnover %[1] | 20.83% |
| Turnover Alt %[2] | 6.23% |
| Time Held Top 20 | 17.05 quarters |
| Time Held Top 10 | 18.9 quarters |
| Time Held All | 20.98 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31