Cibelli Capital Management

Marathon Partners Equity Management as of Dec. 31, 2014

Portfolio Holdings for Marathon Partners Equity Management

Marathon Partners Equity Management holds 30 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Shutterfly 33.4 $88M 2.1M 41.69
Xoom 15.6 $41M 2.4M 17.51
World Wrestling Entmt Cl A 5.3 $14M 1.1M 12.34
Liberty Interactive Corp Int Com Ser A 5.1 $13M 455k 29.42
eBay (EBAY) 4.9 $13M 230k 56.12
KAR Auction Services (KAR) 4.5 $12M 340k 34.65
Blackhawk Network Hldgs Cl A 4.2 $11M 285k 38.80
Dollar General (DG) 4.0 $11M 148k 70.70
Constellation Brands Cl A (STZ) 2.5 $6.7M 68k 98.18
Mueller Wtr Prods Com Ser A (MWA) 1.8 $4.7M 460k 10.24
Speedway Motorsports 1.7 $4.4M 200k 21.87
HSN 1.7 $4.4M 58k 76.00
Darling International (DAR) 1.6 $4.2M 230k 18.16
Expedia Inc Del Com New (EXPE) 1.5 $4.0M 47k 85.36
Liberty Interactive Corp Lbt Vent Com A 1.4 $3.8M 100k 37.72
Time 1.4 $3.6M 145k 24.61
Monster Beverage 1.2 $3.3M 30k 108.37
King Digital Entmt Ord Shs 1.1 $3.0M 195k 15.36
Acacia Resh Corp Acacia Tch Com (ACTG) 1.0 $2.7M 160k 16.94
Facebook Cl A (META) 0.7 $2.0M 25k 78.04
Outerwall 0.7 $1.9M 25k 75.24
Liberty Tripadvisor Hldgs In Com Ser A (LTRPA) 0.7 $1.7M 64k 26.91
Tripadvisor (TRIP) 0.7 $1.7M 23k 74.65
Voya Financial (VOYA) 0.6 $1.7M 40k 42.38
Google Cl A 0.6 $1.5M 2.8k 530.71
Google CL C 0.6 $1.5M 2.8k 526.43
PetSmart 0.5 $1.2M 15k 81.27
Blackhawk Network Hldgs CL B 0.4 $1.1M 30k 37.70
Market Vectors Etf Tr Oil Svcs Etf 0.4 $1.1M 30k 35.93
Homeaway 0.3 $745k 25k 29.80