13F HOLDINGS REPORT
Marathon Partners Equity Management, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000919574-25-003063
Total Value
$97.7M
Positions
18
Other Managers
1
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | REMITLY GLOBAL INC | RELY | 950,000 | $19.8M | 20.23% |
| 2 | TKO GROUP HOLDINGS INC | TKO | 113,500 | $17.3M | 17.76% |
| 3 | META PLATFORMS INC | META | 28,500 | $16.4M | 16.82% |
| 4 | UBER TECHNOLOGIES INC | UBER | 170,000 | $12.4M | 12.68% |
| 5 | HENRY SCHEIN INC | HSIC | 107,500 | $7.4M | 7.54% |
| 6 | XOMETRY INC | XMTR | 265,000 | $6.6M | 6.76% |
| 7 | ATMUS FILTRATION TECHNOLOGIE | ATMU | 140,000 | $5.1M | 5.27% |
| 8 | SENSIENT TECHNOLOGIES CORP | SXT | 38,500 | $2.9M | 2.93% |
| 9 | FLUTTER ENTMT PLC | G3643J108 | 9,250 | $2.0M | 2.10% |
| 10 | META PLATFORMS INC | META | 2,800 | $1.6M | 1.65% |
| 11 | TURNING PT BRANDS INC | 90041L105 | 22,500 | $1.3M | 1.37% |
| 12 | PRIMO BRANDS CORPORATION | PRMB | 37,500 | $1.3M | 1.36% |
| 13 | UBER TECHNOLOGIES INC | UBER | 14,000 | $1.0M | 1.04% |
| 14 | EUROPEAN WAX CTR INC | 29882P106 | 225,000 | $888,750 | 0.91% |
| 15 | LIONSGATE STUDIOS CORP | LION | 100,000 | $747,000 | 0.76% |
| 16 | CAMBRIA ETF TR | 132061821 | 75,000 | $337,500 | 0.35% |
| 17 | A-MARK PRECIOUS METALS INC | GOLD | 12,500 | $317,125 | 0.32% |
| 18 | ADVISORSHARES TR | 00768Y453 | 50,000 | $130,500 | 0.13% |