MARATHON ASSET MANAGEMENT LP

Est. AUM

$12.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	GRAFTECH INTL LTD SR NT	COM NEW	$8.2M	1211615	68.38%	SOLE
2	JOHN HANCOCK EXCHANGE TRADED	HIGH YIELD ETF	$3.2M	125000	26.37%	SOLE
3	ISHARES TRCALL	20 YR TR BD ETF	$630K	9000	5.24%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.