Cibelli Capital Management

Marathon Partners Equity Management as of June 30, 2022

Portfolio Holdings for Marathon Partners Equity Management

Marathon Partners Equity Management holds 16 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Uber Technologies (UBER) 22.8 $14M 688k 20.46
World Wrestling Entmt Cl A 17.2 $11M 170k 62.49
Paypal Holdings (PYPL) 14.9 $9.2M 132k 69.84
Meta Platforms Cl A (META) 12.7 $7.9M 49k 161.25
Amazon Call Option (AMZN) 10.7 $6.6M 62k 106.21
Sportsmans Whse Hldgs (SPWH) 4.7 $2.9M 300k 9.59
Iaa 4.6 $2.9M 88k 32.77
Vita Coco Co Inc/the (COCO) 4.4 $2.7M 275k 9.79
Remitly Global (RELY) 3.0 $1.9M 245k 7.66
Advisorshares Tr Pure Us Cannabis Call Option (MSOS) 1.5 $957k 93k 10.35
Tempur-Pedic International (TPX) 1.3 $801k 38k 21.36
Valvoline Inc Common (VVV) 1.2 $721k 25k 28.84
Hydrofarm Holdings Group Ord (HYFM) 0.5 $305k 88k 3.49
Stitch Fix Com Cl A (SFIX) 0.2 $124k 25k 4.96
Allbirds Com Cl A (BIRD) 0.2 $98k 25k 3.92
Tilray Brands Com Cl 2 Call Option (TLRY) 0.2 $94k 30k 3.13