Cibelli Capital Management

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

  • Top 5 stock holdings are TKO, RELY, META, UBER, XMTR, and represent 79.38% of Marathon Partners Equity Management's stock portfolio.
  • Added to shares of these 8 stocks: RELY (+$11M), TKO (+$5.4M), ATI, GOOG, FLUT, LNW, AMRZ, LION.
  • Started 3 new stock positions in GOOG, LNW, ATI.
  • Reduced shares in these 9 stocks: HSIC, XMTR, ATMU, PRMB, EWCZ, UBER, SXT, META, PTON.
  • Sold out of its positions in PTON, PRMB.
  • Marathon Partners Equity Management was a net buyer of stock by $16M.
  • Marathon Partners Equity Management has $139M in assets under management (AUM), dropping by 20.75%.
  • 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 16 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tko Group Holdings Cl A (TKO) 22.4 $31M +20% 154k 201.96
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Remitly Global (RELY) 19.7 $27M +71% 1.7M 16.30
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Meta Platforms Cl A (META) 14.8 $21M 28k 734.38
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Uber Technologies (UBER) 11.6 $16M 165k 97.97
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Xometry Class A Com (XMTR) 10.9 $15M -10% 278k 54.47
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Henry Schein (HSIC) 3.7 $5.1M -29% 78k 66.37
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Atmus Filtration Technologies Ord (ATMU) 3.6 $5.1M -18% 113k 45.09
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Sensient Technologies Corporation (SXT) 2.7 $3.8M -5% 40k 93.85
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Flutter Entmt SHS (FLUT) 2.5 $3.5M +48% 14k 254.00
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Turning Pt Brands (TPB) 1.8 $2.5M 25k 98.86
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Allegheny Technologies Incorporated (ATI) 1.6 $2.2M NEW 28k 81.34
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Alphabet Cap Stk Cl C (GOOG) 1.4 $2.0M NEW 8.3k 243.55
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Lionsgate Studios Corp (LION) 1.2 $1.7M +11% 250k 6.90
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Amrize SHS (AMRZ) 0.9 $1.2M +25% 25k 48.53
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Scientific Games (LNW) 0.8 $1.0M NEW 13k 83.94
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European Wax Ctr Class A Com (EWCZ) 0.4 $499k -44% 125k 3.99
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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