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, XMTR, and represent 74.66% of Marathon Partners Equity Management's stock portfolio.
- Added to shares of these 5 stocks: UBER, GPC, TPB, SANM, ATMU.
- Started 2 new stock positions in GPC, SANM.
- Reduced shares in these 10 stocks: ATI, RELY, CNS, FLUT, HSIC, LION, , TKO, CRCL, XMTR.
- Sold out of its positions in CRCL, HSIC, SXT, FLUT.
- Marathon Partners Equity Management was a net seller of stock by $-943k.
- Marathon Partners Equity Management has $107M in assets under management (AUM), dropping by 21.38%.
- Central Index Key (CIK): 0001353311
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Portfolio Holdings for Marathon Partners Equity Management
Marathon Partners Equity Management holds 14 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Remitly Global (RELY) | 25.3 | $27M | -7% | 1.2M | 22.41 |
|
| Tko Group Holdings Cl A (TKO) | 13.4 | $14M | -2% | 72k | 201.31 |
|
| Meta Platforms Cl A (META) | 13.1 | $14M | 25k | 563.29 |
|
|
| Uber Technologies (UBER) | 12.6 | $14M | +33% | 187k | 72.16 |
|
| Xometry Class A Com (XMTR) | 10.2 | $11M | 113k | 96.52 |
|
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| Cohen & Steers (CNS) | 7.1 | $7.6M | -12% | 100k | 76.14 |
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| Turning Pt Brands (TPB) | 3.9 | $4.2M | +59% | 50k | 84.81 |
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| Atmus Filtration Technologies Ord (ATMU) | 3.7 | $3.9M | +2% | 77k | 50.99 |
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| Genuine Parts Company (GPC) | 3.0 | $3.2M | NEW | 28k | 117.98 |
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| Lionsgate Studios Corp (LION) | 2.5 | $2.7M | -20% | 175k | 15.31 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $2.0M | 5.8k | 353.33 |
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| Flex Ord (FLEX) | 1.9 | $2.0M | 13k | 162.07 |
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| Allegheny Technologies Incorporated (ATI) | 1.1 | $1.2M | -65% | 6.0k | 197.10 |
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| Sanmina (SANM) | 0.2 | $253k | NEW | 1.0k | 253.08 |
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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
- Marathon Partners Equity Management 2026 Q2 filed Aug. 14, 2026
- 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