-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, M0okJ7Tfvv+Yqmqqg8Y0EtXRb0K+d43V367LI0MPJT1j0UXUEFw2R+B7TNP40Y0z IzqYv9yJIPP85KXC+VIFHw== 0001040592-02-000002.txt : 20031218 0001040592-02-000002.hdr.sgml : 20031218 20020423113206 ACCESSION NUMBER: 0001040592-02-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20020331 FILED AS OF DATE: 20020423 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MARATHON ASSET MANAGEMENT LTD/LONDON CENTRAL INDEX KEY: 0001040592 IRS NUMBER: 954328983 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-03743 FILM NUMBER: 02617928 BUSINESS ADDRESS: STREET 1: 5 UPPER ST MARTINS LANE STREET 2: ORION HOUSE CITY: LONDON WC2H 9EA STATE: A1 MAIL ADDRESS: STREET 1: ORION HOUSE STREET 2: 5UPPER ST MARTINS LANDE CITY: LOND STATE: A1 ZIP: 00000 13F-HR 1 holdings.txt HOLDINGS REPORT FORM 13 F INFORMATION TABLE
FORM 13F INFORMATION TABLE NAME OF ISSUER TITLE OF VALUE SHARES/ SH/ INVSTMT OTHER VOTING AUTHORITY CLASS CUSIP x$1000 PRN AMT PRN DSCRETN MANAGERS SOLE SHARED NONE AGRIUM INC COM 068916108 13524 1296660 SH SOLE 1140160 0 156500 AMERICAN CAPITAL STRATEGIES COM 024937104 1486 48000 SH SOLE 48000 0 0 ANGLO AMERICAN ADR COM 03485P102 5390 327275 SH SOLE 224425 0 102850 ANGLOGOLD ADR COM 35128206 2261 89791 SH SOLE 89791 0 0 ASHANTI GOLDFIELDS GDR COM 043743202 9870 1916500 SH SOLE 1872500 0 44000 BAKER HUGHES INC COM 57224107 8224 215000 SH SOLE 185600 0 29400 BAXTER INTERNATIONAL INC. COM 071813109 11029 185300 SH SOLE 161500 0 23800 BERKSHIRE HATHAWAY "B" COM 084670207 9744 4113 SH SOLE 3580 0 533 BURLINGTON NORTHERN SANTA FE CORP COM 12189T104 13732 455000 SH SOLE 384100 0 70900 CAPITAL ONE FINANCIAL CORP COM 14040h105 9814 153700 SH SOLE 129800 0 23900 CONSECO INC COM 208464107 7785 2150500 SH SOLE 1724800 0 425700 CURTISS-WRIGHT CORP - CL "B" COM 231561408 836 12724 SH SOLE 12724 0 0 DELL COMPUTER COM 247025109 7097 271800 SH SOLE 234700 0 37100 DELPHI AUTOMOTIVE SYSTEMS CORP COM 247126105 7452 466025 SH SOLE 395425 0 70600 EASTMAN KODAK COM 277461109 6465 207400 SH SOLE 177800 0 29600 ERICSSON LM TELEPHONE CO ADR COM 294821400 346 82800 SH SOLE 82800 0 0 ETHAN ALLEN INTERIORS INC COM 297602104 10246 269200 SH SOLE 226500 0 42700 FMC CORP COM 302491303 5806 138500 SH SOLE 109100 0 29400 FMC TECHNOLOGIES COM 30249U1016 3739 187615 SH SOLE 187615 0 0 FREEPORT MCMORAN COPPER AND GAS COM 35671D857 8128 461300 SH SOLE 419500 0 41800 FMS - ADR COM 358029106 76799 3811356 SH SOLE 3223992 0 587364 GENERAL MOTORS CORP COM 370442105 11655 192800 SH SOLE 166700 0 26100 HASBRO INC COM 418056107 6065 383400 SH SOLE 335500 0 47900 HEWLETT PACKARD COM 428236103 3746 208800 SH SOLE 169000 0 39800 HOLLINGER INTERNATIONAL COM 435569108 577 44000 SH SOLE 0 0 44000 IMS HEALTH INC COM 449934108 8872 395200 SH SOLE 326000 0 69200 INCO LTD COM 453258402 8789 449100 SH SOLE 393500 0 55600 INDUSTRIE NATUZZI SPA ADR COM 456478106 23793 1613089 SH SOLE 1360889 0 252200 INTERNATIONAL SPEEDWAY CORP - CLASS A COM 460335201 11247 246100 SH SOLE 200000 0 46100 J C PENNEY COMPANY INC COM 456478106 6319 305100 SH SOLE 274200 0 30900 KANSAS CITY SOUTHERN INDUSTRIES COM 485170302 7251 454900 SH SOLE 407000 0 47900 LEAR CORP COM 521865105 9382 197100 SH SOLE 172700 0 24400 LIMITED INC COM 532716107 6540 365366 SH SOLE 327266 0 38100 LTV CORP COM 501921100 12 1298763 SH SOLE 1298763 0 0 LUXOTTICA GROUP SPA ADR COM 55068R202 115171 5942754 SH SOLE 5121454 0 821300 MANDALAY RESORT GROUP COM 562567107 11221 365500 SH SOLE 324700 0 40800 MASSEY ENERGY CO COM 57206106 4367 258400 SH SOLE 211700 0 46700 MATTEL COM 577081102 6598 316600 SH SOLE 280000 0 36600 MAYTAG CORP COM 578592107 354 8000 SH SOLE 0 0 8000 MBIA INC COM 55262C100 8931 163300 SH SOLE 139200 0 24100 MCCORMICK & CO COM 579780206 8697 170100 SH SOLE 148700 0 21400 MERCURY GENERAL CORP COM 589400100 8900 191400 SH SOLE 159000 0 32400 MONSANTO CO COM 61166W101 569 18000 SH SOLE 0 0 18000 MOODYS CORPORATION COM 615369105 11771 286400 SH SOLE 253800 0 32600 NEXTEL COMM INC-A COM 65332V103 5649 1050000 SH SOLE 898000 0 152000 NORTEL NETWORKS CORP COM 656568102 3121 695050 SH SOLE 588150 0 106900 NORTHWEST AIRLINES COM 667280101 13336 699300 SH SOLE 611200 0 88100 PALM INC COM 696642107 5430 1360900 SH SOLE 1152700 0 208200 PHILIP MORRIS COMPANIES INC COM 718154107 4735 89900 SH SOLE 89900 0 0 PLUM CREEK TIMBER CO INC COM 729251108 5355 180258 SH SOLE 159858 0 20400 PPG INDUSTRIES INC COM 693506107 7852 143000 SH SOLE 122100 0 20900 PROQUEST COMPANY COM 74346P102 12493 290600 SH SOLE 255100 0 35500 RAYTHEON "A" COM 755111101 6863 167198 SH SOLE 150098 0 17100 READERS DIGEST "A" COM 755267101 7122 317800 SH SOLE 270100 0 47700 READERS DIGEST "B" COM 755267200 666 28000 SH SOLE 0 0 28000 RITE AID CORP COM 767754104 5366 1551000 SH SOLE 1332000 0 219000 SOUTH AFRICAN BREWERIES ADR COM 836216309 803 113856 SH SOLE 113856 0 0 SABRE HOLDINGS CORP COM 785905100 6225 133277 SH SOLE 113977 0 19300 SAKS INCORPORATED COM 79377W108 6081 462400 SH SOLE 394000 0 68400 SARA LEE COM 803111103 7681 370000 SH SOLE 323900 0 46100 SBC COMMUNICATIONS INC COM 78387G103 8696 232252 SH SOLE 195752 0 36500 SCOTTS COMPANY A SHARES COM 810186106 9962 217600 SH SOLE 190400 0 27200 TELEFONOS DE MEXICO SA ADR COM 879403780 4641 114900 SH SOLE 84900 0 30000 TEMPLE INLAND COM 879868107 9433 166300 SH SOLE 142400 0 23900 TOYS "R" US COM 892335100 10463 582600 SH SOLE 484300 0 98300 TRW INC COM 872649108 8575 166600 SH SOLE 143800 0 22800 UNISYS CORP COM 909214108 6547 518400 SH SOLE 426400 0 92000 UNITRIN INC COM 913275103 8780 218400 SH SOLE 194100 0 24300 VITRO SOCIEDAD ANONIMA ADR COM 928502301 2459 819750 SH SOLE 525750 0 294000 WASTE MANAGEMENT INC COM 94106L109 8982 329600 SH SOLE 277300 0 52300 WELLPOINT HEALTH NETWORKS COM 94973H108 8201 128800 SH SOLE 113400 0 15400 XEROX CORP COM 984121103 11778 1095600 SH SOLE 944300 0 151300
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