13F HOLDINGS REPORT
Marathon Partners Equity Management, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000919574-25-006796
Total Value
$139.0M
Positions
18
Other Managers
1
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | REMITLY GLOBAL INC | RELY | 1,387,500 | $22.6M | 16.27% |
| 2 | TKO GROUP HOLDINGS INC | TKO | 110,000 | $22.2M | 15.98% |
| 3 | META PLATFORMS INC | META | 28,000 | $20.6M | 14.79% |
| 4 | UBER TECHNOLOGIES INC | UBER | 165,000 | $16.2M | 11.63% |
| 5 | XOMETRY INC | XMTR | 277,500 | $15.1M | 10.87% |
| 6 | TKO GROUP HOLDINGS INC | TKO | 44,000 | $8.9M | 6.39% |
| 7 | HENRY SCHEIN INC | HSIC | 77,500 | $5.1M | 3.70% |
| 8 | ATMUS FILTRATION TECHNOLOGIE | ATMU | 112,500 | $5.1M | 3.65% |
| 9 | REMITLY GLOBAL INC | RELY | 292,500 | $4.8M | 3.43% |
| 10 | SENSIENT TECHNOLOGIES CORP | SXT | 40,000 | $3.8M | 2.70% |
| 11 | FLUTTER ENTMT PLC | G3643J108 | 13,750 | $3.5M | 2.51% |
| 12 | TURNING PT BRANDS INC | 90041L105 | 25,000 | $2.5M | 1.78% |
| 13 | ATI INC | ATI | 27,500 | $2.2M | 1.61% |
| 14 | ALPHABET INC | GOOG | 8,250 | $2.0M | 1.45% |
| 15 | LIONSGATE STUDIOS CORP | LION | 250,000 | $1.7M | 1.24% |
| 16 | AMRIZE LTD | AMRZ | 25,000 | $1.2M | 0.87% |
| 17 | LIGHT & WONDER INC | LAWIL | 12,500 | $1.0M | 0.75% |
| 18 | EUROPEAN WAX CTR INC | 29882P106 | 125,000 | $498,750 | 0.36% |