Martin Investment Management, 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, Martin Investment Management, LLC opened 3 positions, added to 2, reduced 30, sold out of 1 and left 3 unchanged. The largest increase in value was BKNG (+$9,103,887); the largest decrease was CHKP (-$16,375,753).
- CHKP: Country of operation —; Class ORD; Shares 2026-03-31 114,636; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1511888): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-07-17). 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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Sandy Cove Advisors, LLC | United States | $0.334B | 144 |
| CLARIS ADVISORS, LLC / MO / | United States | $0.334B | 70 |
| Prudent Man Advisors, LLC | United States | $0.334B | 135 |
| Pine Harbor Wealth Management, LLC | United States | $0.334B | 102 |
| Montanaro Asset Management Ltd | United Kingdom | $0.334B | 42 |
| Baron Wealth Management LLC | United States | $0.334B | 279 |
| Hobbs Group Advisors, LLC | United States | $0.334B | 160 |
| PARUS FINANCE (UK) Ltd | United Kingdom | $0.334B | 37 |
| PRIVATE CLIENT SERVICES, LLC | United States | $0.334B | 208 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | United States | $0.334B | 83 |