13F filer · graded

MARSICO CAPITAL MANAGEMENT LLC

#87 of 159

rank in today's book

46th

percentile

59.5%

niche skew

2

names held

Recent disclosed buys

Early or late at disclosure, and where each name sits today.

ARES2026-08-13— at buyConsensus now
CHRW2026-02-12— at buyFading now

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As of 2026-10-30. From mandatory 13F disclosures. Filings lag reality by up to 45 days. Evidence, not advice.

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