Cibelli Capital Management

Marathon Partners Equity Management as of March 31, 2015

Portfolio Holdings for Marathon Partners Equity Management

Marathon Partners Equity Management holds 26 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Shutterfly 37.6 $92M 2.0M 45.24
Xoom 12.0 $29M 2.0M 14.69
World Wrestling Entmt Cl A 7.2 $18M 1.3M 14.01
eBay (EBAY) 5.4 $13M 230k 57.68
KAR Auction Services (KAR) 5.3 $13M 340k 37.93
Dollar General (DG) 4.6 $11M 148k 75.38
Darling International (DAR) 3.9 $9.6M 685k 14.01
Seaworld Entertainment (PRKS) 3.0 $7.2M 375k 19.28
Liberty Interactive Corp Int Com Ser A 2.8 $6.9M 235k 29.19
Fidelity National Financial Fnfv Group Com 2.2 $5.3M 375k 14.10
Speedway Motorsports 1.9 $4.6M 200k 22.75
Mueller Wtr Prods Com Ser A (MWA) 1.9 $4.5M 460k 9.85
Constellation Brands Cl A (STZ) 1.4 $3.4M 29k 116.21
Time 1.3 $3.3M 145k 22.44
King Digital Entmt Ord Shs 1.3 $3.1M 195k 16.04
Blackhawk Network Hldgs Cl A 1.2 $3.0M 85k 35.76
Liberty Interactive Corp Lbt Vent Com A 1.0 $2.5M 60k 42.02
Martin Marietta Materials (MLM) 1.0 $2.4M 18k 139.83
Facebook Cl A (META) 0.8 $2.1M 25k 82.20
Tripadvisor (TRIP) 0.8 $1.9M 23k 83.17
HSN 0.8 $1.8M 27k 68.22
Liberty Tripadvisor Hldgs In Com Ser A (LTRPA) 0.7 $1.6M 50k 31.80
Google Cl A 0.6 $1.6M 2.8k 554.64
Google CL C 0.6 $1.5M 2.8k 547.86
Market Vectors Etf Tr Oil Svcs Etf 0.5 $1.3M 38k 33.71
Lumber Liquidators Holdings (LLFLQ) 0.2 $462k 15k 30.80