13F HOLDINGS REPORT
Marathon Partners Equity Management, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000919574-25-004636
Total Value
$115.1M
Positions
18
Other Managers
1
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 28,250 | $20.9M | 18.11% |
| 2 | TKO GROUP HOLDINGS INC | TKO | 111,000 | $20.2M | 17.55% |
| 3 | REMITLY GLOBAL INC | RELY | 925,000 | $17.4M | 15.08% |
| 4 | UBER TECHNOLOGIES INC | UBER | 167,500 | $15.6M | 13.58% |
| 5 | XOMETRY INC | XMTR | 282,500 | $9.5M | 8.29% |
| 6 | HENRY SCHEIN INC | HSIC | 110,000 | $8.0M | 6.98% |
| 7 | ATMUS FILTRATION TECHNOLOGIE | ATMU | 137,500 | $5.0M | 4.35% |
| 8 | SENSIENT TECHNOLOGIES CORP | SXT | 42,500 | $4.2M | 3.64% |
| 9 | TKO GROUP HOLDINGS INC | TKO | 16,500 | $3.0M | 2.61% |
| 10 | FLUTTER ENTMT PLC | G3643J108 | 9,250 | $2.6M | 2.30% |
| 11 | TURNING PT BRANDS INC | 90041L105 | 25,000 | $1.9M | 1.65% |
| 12 | LIONSGATE STUDIOS CORP | LION | 225,000 | $1.3M | 1.14% |
| 13 | EUROPEAN WAX CTR INC | 29882P106 | 225,000 | $1.3M | 1.10% |
| 14 | PRIMO BRANDS CORPORATION | PRMB | 37,500 | $1.1M | 0.96% |
| 15 | REMITLY GLOBAL INC | RELY | 54,000 | $1.0M | 0.88% |
| 16 | AMRIZE LTD | AMRZ | 20,000 | $991,000 | 0.86% |
| 17 | XOMETRY INC | XMTR | 26,500 | $895,435 | 0.78% |
| 18 | PELOTON INTERACTIVE INC | PTON | 25,000 | $173,500 | 0.15% |