Marathon Partners Equity Management as of Dec. 31, 2017
Portfolio Holdings for Marathon Partners Equity Management
Marathon Partners Equity Management holds 26 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Us Foods Hldg Corp call (USFD) | 19.5 | $48M | 1.5M | 31.93 | |
| Hd Supply | 11.4 | $28M | 710k | 40.03 | |
| Shutterfly | 8.5 | $21M | 425k | 49.75 | |
| Paypal Holdings (PYPL) | 7.7 | $19M | 260k | 73.62 | |
| Macerich Company (MAC) | 7.1 | $18M | 270k | 65.68 | |
| Grubhub | 5.7 | $14M | 198k | 71.80 | |
| eBay (EBAY) | 4.4 | $11M | 290k | 37.74 | |
| Dollar General (DG) | 3.8 | $9.5M | 103k | 93.01 | |
| J Alexanders Holding | 3.6 | $8.9M | 920k | 9.70 | |
| Interxion Holding | 3.4 | $8.4M | 143k | 58.93 | |
| O'reilly Automotive (ORLY) | 3.3 | $8.2M | 34k | 240.53 | |
| KAR Auction Services (KAR) | 2.9 | $7.2M | 143k | 50.51 | |
| Comcast Corporation (CMCSA) | 2.7 | $6.7M | 168k | 40.05 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.6 | $6.4M | 29k | 223.65 | |
| Liberty Media | 2.2 | $5.5M | 225k | 24.42 | |
| On Deck Capital | 1.8 | $4.4M | 775k | 5.74 | |
| Facebook Inc cl a (META) | 1.8 | $4.4M | 25k | 176.48 | |
| Mueller Water Products (MWA) | 1.5 | $3.8M | 300k | 12.53 | |
| Blackhawk Network Hldgs Inc cl a | 1.1 | $2.7M | 75k | 35.65 | |
| Alphabet Inc Class A cs (GOOGL) | 1.0 | $2.4M | 2.3k | 1053.48 | |
| Alphabet Inc Class C cs (GOOG) | 1.0 | $2.4M | 2.3k | 1046.52 | |
| Cannae Holdings (CNNE) | 0.9 | $2.3M | 135k | 17.03 | |
| World Wrestling Entertainment | 0.9 | $2.3M | 75k | 30.59 | |
| Liberty Ventures - Ser A | 0.6 | $1.4M | 25k | 54.24 | |
| Elf Beauty (ELF) | 0.4 | $892k | 40k | 22.30 | |
| Trupanion (TRUP) | 0.3 | $732k | 25k | 29.28 |
