Cibelli Capital Management

Marathon Partners Equity Management as of Sept. 30, 2020

Portfolio Holdings for Marathon Partners Equity Management

Marathon Partners Equity Management holds 10 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Elf Beauty (ELF) 22.6 $49M 2.7M 18.37
Uber Technologies (UBER) 15.2 $33M 908k 36.48
Facebook Cl A (META) 14.2 $31M 119k 261.90
World Wrestling Entmt Cl A 13.5 $29M 725k 40.47
Hd Supply 11.3 $25M 595k 41.24
Paypal Holdings (PYPL) 8.6 $19M 96k 197.03
Grubhub 8.3 $18M 250k 72.33
Stitch Fix Com Cl A (SFIX) 4.7 $10M 380k 27.13
Twitter 1.0 $2.2M 50k 44.50
J Alexanders Holding 0.5 $1.2M 225k 5.20