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MARIETTA INVESTMENT PARTNERS LLC Last Quarter Change: USA Stocks, Sold Out

MARIETTA INVESTMENT PARTNERS LLC quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, MARIETTA INVESTMENT PARTNERS LLC opened 15 positions, added to 22, reduced 51, sold out of 7 and left 52 unchanged. The largest increase in value was BE (+$15,850,677); the largest decrease was PRIM (-$2,849,071).

  • PRIM: Country of operation United States; Class COM; Shares 2026-03-31 19,918; Shares 2026-06-30 0.
  • SNOW: Country of operation United States; Class CL A; Shares 2026-03-31 15,539; Shares 2026-06-30 0.
  • MIR: Country of operation United States; Class COM CL A; Shares 2026-03-31 14,833; Shares 2026-06-30 0.
  • ZTS: Country of operation United States; Class CL A; Shares 2026-03-31 2,300; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 1114702): 2026-03-31 (filed 2026-04-28) and 2026-06-30 (filed 2026-08-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
PRIM
PRIMORIS SVCS CORP
United StatesCOM19,9180-19,918$2,849,071$0-$2,849,071
SNOW
SNOWFLAKE INC
United StatesCL A15,5390-15,539$2,343,592$0-$2,343,592
MIR
MIRION TECHNOLOGIES INC
United StatesCOM CL A14,8330-14,833$275,745$0-$275,745
ZTS
ZOETIS INC
United StatesCL A2,3000-2,300$271,883$0-$271,883
RMD
RESMED INC
United StatesCOM1,0600-1,060$237,949$0-$237,949
NEM
NEWMONT CORP
United StatesCOM2,0150-2,015$218,124$0-$218,124
FIS
FIDELITY NATL INFORMATION SV
United StatesCOM4,4980-4,498$211,001$0-$211,001

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