13F HOLDINGS REPORT
Marathon Partners Equity Management, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000919574-25-001196
Total Value
$115.1M
Positions
27
Other Managers
1
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | REMITLY GLOBAL INC | RELY | 925,000 | $20.9M | 18.14% |
| 2 | META PLATFORMS INC | META | 28,750 | $16.8M | 14.63% |
| 3 | TKO GROUP HOLDINGS INC | TKO | 114,000 | $16.2M | 14.08% |
| 4 | XOMETRY INC | XMTR | 254,500 | $10.9M | 9.44% |
| 5 | UBER TECHNOLOGIES INC | UBER | 162,500 | $9.8M | 8.52% |
| 6 | META PLATFORMS INC | META | 11,500 | $6.7M | 5.85% |
| 7 | HENRY SCHEIN INC | HSIC | 87,500 | $6.1M | 5.26% |
| 8 | ATMUS FILTRATION TECHNOLOGIE | ATMU | 145,000 | $5.7M | 4.94% |
| 9 | UBER TECHNOLOGIES INC | UBER | 45,000 | $2.7M | 2.36% |
| 10 | FLUTTER ENTMT PLC | G3643J108 | 9,250 | $2.4M | 2.08% |
| 11 | JACK IN THE BOX INC | JACK | 50,000 | $2.1M | 1.81% |
| 12 | EUROPEAN WAX CTR INC | 29882P106 | 275,000 | $1.8M | 1.59% |
| 13 | UBER TECHNOLOGIES INC | UBER | 27,500 | $1.7M | 1.44% |
| 14 | ISHARES TR | 464287408 | 8,250 | $1.6M | 1.37% |
| 15 | TURNING PT BRANDS INC | 90041L105 | 25,000 | $1.5M | 1.31% |
| 16 | TIDEWATER INC NEW | TDGMW | 25,000 | $1.4M | 1.19% |
| 17 | HALEON PLC | HLNCF | 125,000 | $1.2M | 1.04% |
| 18 | PRIMO BRANDS CORPORATION | PRMB | 37,500 | $1.2M | 1.00% |
| 19 | STURM RUGER & CO INC | RGR | 32,500 | $1.1M | 1.00% |
| 20 | SENSIENT TECHNOLOGIES CORP | SXT | 12,500 | $890,750 | 0.77% |
| 21 | CARTERS INC | CRI | 15,000 | $812,850 | 0.71% |
| 22 | CAMBRIA ETF TR | 132061821 | 75,000 | $384,885 | 0.33% |
| 23 | VESTIS CORPORATION | VSTS | 25,000 | $381,000 | 0.33% |
| 24 | PORTILLOS INC | 73642K106 | 35,000 | $329,000 | 0.29% |
| 25 | FORWARD AIR CORP | FWRD | 7,500 | $241,875 | 0.21% |
| 26 | ADVISORSHARES TR | 00768Y453 | 50,000 | $190,500 | 0.17% |
| 27 | AGRIFY CORP | RYM | 6,000 | $173,940 | 0.15% |