MPC β€” MARATHON PETE CORP COM

Ownership history in Neuberger Berman Canada ULC  Β·  17 quarters on record

This page tracks every 13F SEC filing in which Neuberger Berman Canada ULC reported a position in MARATHON PETE CORP COM (MPC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.7% (2017 Q3)
πŸ“Š Avg. % of fund
0.38%
πŸ“… First filed
2012 Q4
πŸ“… Last filed
2017 Q3
⏱ Quarters held
17

Position Intelligence

Neuberger Berman Canada ULC Γ— MPC AI Analytics

πŸ“ˆ Neuberger Berman Canada ULC outperformed the S&P 500 by +7.0% annually on this MPC position. Timing score: 44% (7/16 decisions correct). Average cost basis: $34.37. Maximum drawdown during holding period: –27.5%.

πŸ“ˆ Position Alpha vs SPY
+7.0%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 7.0% per year on this position.
16 quarters analyzed

⏱️ Timing Score
44%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
7 of 16 add/trim decisions correct

πŸ’° Entry Quality
$34.37
+25.5% vs current ($43.15)

Best entry: $21.49 (2012 Q4)  Β·  Worst: $43.15 (2017 Q3)

πŸ›‘οΈ Drawdown Resilience
–27.5%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
59%
buy-side decisions

10 adds Β· 7 trims. Bought during 2 of 6 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Neuberger Berman Canada ULC has been actively increasing its MPC allocation β€” a bullish signal from insiders.
Currently 0.7% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    MPC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2017 Q3 ADDED 67,782 +89 +0.1% 0.70% $3.8M $43.15
2017 Q2 ADDED 67,693 +43,402 +178.7% 0.66% $3.5M $39.96
2017 Q1 ADDED 24,291 +4,791 +24.6% 0.24% $1.2M $38.33
2016 Q4 REDUCED 19,500 -425 -2.1% 0.25% $982K $37.91
2016 Q3 REDUCED 19,925 -5,556 -21.8% 0.25% $809K $30.31
2016 Q2 REDUCED 25,481 -232 -0.9% 0.31% $967K $28.10
2016 Q1 ADDED 25,713 +466 +1.8% 0.35% $956K $27.28
2015 Q3 REDUCED 25,247 -7,719 -23.4% 0.51% $1.2M $33.43
2015 Q2 ADDED 32,966 +11,066 +50.5% 0.47% $1.7M $37.53
2014 Q3 ADDED 21,900 +16,000 +271.2% 0.29% $1.9M $29.92
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MPC

As of 2025 Q4 β€” sorted by position size

Berry Wealth Group, LP 7.15% Praetorian PR LLC 6.7% MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 3Y 7Y 4.94% Arrow Capital Pty Ltd 4.68% Recurrent Investment Advisors LLC 3Y 3.39% THOMIST CAPITAL MANAGEMENT, LP 3Y 3.34% GREATMARK INVESTMENT PARTNERS, INC. 3Y 7Y 3.19% COBALT CAPITAL MANAGEMENT, INC. 3Y 7Y 2.88% Sitrin Capital Management LLC 3Y 7Y 2.88% Summit Street Capital Management, LLC 3Y 7Y 2.69%
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