Cibelli Capital Management

Latest statistics and disclosures from Marathon Partners Equity Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are META, RELY, TKO, UBER, XMTR, and represent 73.17% of Marathon Partners Equity Management's stock portfolio.
  • Added to shares of these 3 stocks: CNS, FLUT, LION.
  • Started 1 new stock position in CNS.
  • Reduced shares in these 10 stocks: TKO (-$15M), XMTR (-$9.7M), RELY, HSIC, ATMU, SXT, UBER, AMRZ, , ATI.
  • Sold out of its positions in LNWO, AMRZ.
  • Marathon Partners Equity Management was a net seller of stock by $-35M.
  • Marathon Partners Equity Management has $101M in assets under management (AUM), dropping by -27.64%.
  • Central Index Key (CIK): 0001353311

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Positions held by Cibelli Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Marathon Partners Equity Management

Marathon Partners Equity Management holds 15 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Meta Platforms Cl A (META) 18.4 $19M 28k 660.09
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Remitly Global (RELY) 18.4 $19M -20% 1.3M 13.80
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Tko Group Holdings Cl A (TKO) 17.5 $18M -45% 84k 209.00
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Uber Technologies (UBER) 12.2 $12M -9% 150k 81.71
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Xometry Class A Com (XMTR) 6.8 $6.8M -58% 115k 59.47
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Cohen & Steers (CNS) 4.7 $4.7M NEW 75k 62.78
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Atmus Filtration Technologies Ord (ATMU) 4.1 $4.2M -28% 80k 51.91
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Henry Schein (HSIC) 3.6 $3.6M -38% 48k 75.58
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Flutter Entmt SHS (FLUT) 3.5 $3.5M +20% 17k 215.04
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Lionsgate Studios Corp (LION) 2.5 $2.5M +10% 275k 9.13
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Allegheny Technologies Incorporated (ATI) 2.3 $2.3M -27% 20k 114.76
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Sensient Technologies Corporation (SXT) 2.1 $2.1M -43% 23k 93.95
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Turning Pt Brands (TPB) 1.9 $1.9M -30% 18k 108.40
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Alphabet Cap Stk Cl C (GOOG) 1.8 $1.8M -30% 5.8k 313.80
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European Wax Ctr Class A Com (EWCZ) 0.4 $360k -20% 100k 3.60
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Past Filings by Marathon Partners Equity Management

SEC 13F filings are viewable for Marathon Partners Equity Management going back to 2013

View all past filings