13F HOLDINGS REPORT
Marathon Partners Equity Management, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0000919574-26-000990
Total Value
$100.6M
Positions
15
Other Managers
1
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 28,000 | $18.5M | 18.38% |
| 2 | REMITLY GLOBAL INC | RELY | 1,337,500 | $18.5M | 18.35% |
| 3 | TKO GROUP HOLDINGS INC | TKO | 84,000 | $17.6M | 17.46% |
| 4 | UBER TECHNOLOGIES INC | UBER | 150,000 | $12.3M | 12.19% |
| 5 | XOMETRY INC | XMTR | 115,000 | $6.8M | 6.80% |
| 6 | COHEN & STEERS INC | CNS | 75,000 | $4.7M | 4.68% |
| 7 | ATMUS FILTRATION TECHNOLOGIE | ATMU | 80,000 | $4.2M | 4.13% |
| 8 | HENRY SCHEIN INC | HSIC | 47,500 | $3.6M | 3.57% |
| 9 | FLUTTER ENTMT PLC | G3643J108 | 16,500 | $3.5M | 3.53% |
| 10 | LIONSGATE STUDIOS CORP | LION | 275,000 | $2.5M | 2.50% |
| 11 | ATI INC | ATI | 20,000 | $2.3M | 2.28% |
| 12 | SENSIENT TECHNOLOGIES CORP | SXT | 22,500 | $2.1M | 2.10% |
| 13 | TURNING PT BRANDS INC | 90041L105 | 17,500 | $1.9M | 1.89% |
| 14 | ALPHABET INC | GOOG | 5,750 | $1.8M | 1.79% |
| 15 | EUROPEAN WAX CTR INC | 29882P106 | 100,000 | $360,000 | 0.36% |