Long-term investor

Martin Investment Management, LLC @martininvestmentmanageme

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001511888).

Record

  • Tracked since 2025-06-30 (434 days), 59 trades recorded
  • Returns: week n/a · month n/a · 90 days -0.2% · 6 months -4.3% · 1 year -2.3% · all -2.3%
  • Max drawdown -6.7% · Sharpe -0.92 · win rate 36% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NVS · 8.2% · long · since 2025-06-30
  • G0593M107 · 8.0% · long · since 2026-03-31
  • AAPL · 6.5% · long · since 2025-06-30
  • GOOGL · 6.0% · long · since 2025-06-30
  • SONY · 5.8% · long · since 2025-06-30
  • TM · 5.6% · long · since 2025-06-30
  • D18190898 · 5.2% · long · since 2025-12-31
  • MA · 5.1% · long · since 2025-06-30
  • STN · 4.1% · long · since 2026-03-31
  • AXP · 3.5% · long · since 2025-06-30
  • WAB · 3.5% · long · since 2025-06-30
  • BKNG · 3.2% · long · since 2025-06-30

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