Cibelli Capital Management
Latest statistics and disclosures from Marathon Partners Equity Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RELY, TKO, META, UBER, CNS, and represent 75.78% of Marathon Partners Equity Management's stock portfolio.
- Added to shares of these 4 stocks: CNS, TPB, FLEX, CRCL.
- Started 2 new stock positions in FLEX, CRCL.
- Reduced shares in these 10 stocks: HSIC, TKO, META, SXT, UBER, FLUT, LION, RELY, ATI, European Wax Center Inc-a.
- Sold out of its position in European Wax Center Inc-a.
- Marathon Partners Equity Management was a net seller of stock by $-6.6M.
- Marathon Partners Equity Management has $88M in assets under management (AUM), dropping by -12.22%.
- Central Index Key (CIK): 0001353311
Tip: Access up to 7 years of quarterly data
Positions held by Cibelli Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Marathon Partners Equity Management
Marathon Partners Equity Management holds 16 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Remitly Global (RELY) | 23.2 | $21M | -2% | 1.3M | 15.67 |
|
| Tko Group Holdings Cl A (TKO) | 16.7 | $15M | -13% | 73k | 201.65 |
|
| Meta Platforms Cl A (META) | 16.4 | $14M | -9% | 25k | 572.13 |
|
| Uber Technologies (UBER) | 11.4 | $10M | -6% | 140k | 71.93 |
|
| Cohen & Steers (CNS) | 8.1 | $7.2M | +52% | 115k | 62.55 |
|
| Xometry Class A Com (XMTR) | 5.3 | $4.7M | 115k | 40.84 |
|
|
| Atmus Filtration Technologies Ord (ATMU) | 4.8 | $4.3M | -6% | 75k | 56.77 |
|
| Turning Pt Brands (TPB) | 3.0 | $2.7M | +77% | 31k | 86.79 |
|
| Allegheny Technologies Incorporated (ATI) | 2.9 | $2.5M | -12% | 18k | 145.46 |
|
| Lionsgate Studios Corp (LION) | 2.4 | $2.1M | -20% | 220k | 9.59 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $1.6M | 5.8k | 286.86 |
|
|
| Flutter Entmt SHS (FLUT) | 1.2 | $1.0M | -39% | 10k | 101.95 |
|
| Henry Schein (HSIC) | 1.0 | $921k | -73% | 13k | 73.70 |
|
| Flextronics Intl Ord (FLEX) | 0.9 | $818k | NEW | 13k | 65.46 |
|
| Sensient Technologies Corporation (SXT) | 0.5 | $432k | -77% | 5.0k | 86.44 |
|
| Circle Internet Group Com Cl A (CRCL) | 0.3 | $239k | NEW | 2.5k | 95.41 |
|
Past Filings by Marathon Partners Equity Management
SEC 13F filings are viewable for Marathon Partners Equity Management going back to 2013
- Marathon Partners Equity Management 2026 Q1 filed May 15, 2026
- Marathon Partners Equity Management 2025 Q4 filed Feb. 17, 2026
- Marathon Partners Equity Management 2025 Q3 filed Nov. 14, 2025
- Marathon Partners Equity Management 2025 Q2 filed Aug. 14, 2025
- Marathon Partners Equity Management 2025 Q1 filed May 15, 2025
- Marathon Partners Equity Management 2024 Q4 filed Feb. 14, 2025
- Marathon Partners Equity Management 2023 Q4 filed Feb. 14, 2024
- Marathon Partners Equity Management 2023 Q3 filed Nov. 14, 2023
- Marathon Partners Equity Management 2023 Q2 filed Aug. 14, 2023
- Marathon Partners Equity Management 2023 Q1 filed May 15, 2023
- Marathon Partners Equity Management 2022 Q4 filed Feb. 14, 2023
- Marathon Partners Equity Management 2022 Q3 filed Nov. 14, 2022
- Marathon Partners Equity Management 2022 Q2 filed Aug. 15, 2022
- Marathon Partners Equity Management 2022 Q1 filed May 16, 2022
- Marathon Partners Equity Management 2021 Q4 filed Feb. 14, 2022
- Marathon Partners Equity Management 2021 Q3 filed Nov. 15, 2021