NASDAQ · Consumer Discretionary

MARRIOTT INTL INC NEW MAR

Marriott International, Inc. engages in the operation, franchise, and licensing of hotel, residential, timeshare, and other lodging properties in the U.S. & Canada, Europe, Middle East & Africa, Greater China, and Asia Pacific, and internationally. It operates properties under JW Marriott, The Ritz-Carlton, The Luxury Collection, W Hotels, St.

Hotels/Resorts

Company profile

Business mix

  • It operates properties under JW Marriott, The Ritz-Carlton, The Luxury Collection, W Hotels, St.
  • The company was founded in 1927 and is headquartered in Bethesda, Maryland.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in lodging?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 41.1 FCF 2.39% Buyback 3.85%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Fundsmith Terry Smith 8.6% $1.1B 2026-03-31
Markel Group Tom Gayner 0.3% $30.7M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 1 Last 2 13F filing periods
Net reducers 1 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $6.7M Estimated from net added shares
Reduction amount $280.4M Estimated from net reduced shares
Net share change / base shares -19.5% -836,926 / 4,301,548
Fundsmith Terry Smith 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -5.9% 13F value change +$133.5M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -15.3% 13F value change -$132.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 4,228,298 Last 2 periods -857,426 (-20.3%) Total shares 3,370,872 Value $1.1B
Markel Group Tom Gayner 2 filing periods
13F 2025-12-31 Filed 2026-02-06
Major increase Shares 22.5% 13F value change +$8.8M
13F 2026-03-31 Filed 2026-05-01
Minor increase Shares 4.5% 13F value change +$2.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 73,250 Last 2 periods +20,500 (+28.0%) Total shares 93,750 Value $30.7M

Recent mentions

No public mentions.