Cibelli Capital Management

Marathon Partners Equity Management as of March 31, 2018

Portfolio Holdings for Marathon Partners Equity Management

Marathon Partners Equity Management holds 21 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Elf Beauty (ELF) 22.7 $62M 3.2M 19.37
Us Foods Hldg Corp call (USFD) 17.4 $47M 1.4M 32.77
Hd Supply 10.4 $28M 740k 37.94
Paypal Holdings (PYPL) 6.5 $18M 230k 75.87
Grubhub 5.3 $15M 143k 101.47
Macerich Company (MAC) 5.3 $14M 255k 56.02
Shutterfly 5.1 $14M 170k 81.25
J Alexanders Holding 4.3 $12M 1.0M 11.45
eBay (EBAY) 3.9 $11M 265k 40.24
O'reilly Automotive (ORLY) 3.1 $8.4M 34k 247.38
Ulta Salon, Cosmetics & Fragrance (ULTA) 2.1 $5.8M 29k 204.28
Interxion Holding 2.1 $5.6M 90k 62.11
Dollar General (DG) 2.0 $5.4M 58k 93.55
Comcast Corporation (CMCSA) 1.8 $5.0M 145k 34.17
Liberty Media 1.6 $4.3M 170k 25.17
Facebook Inc cl a (META) 1.5 $4.0M 25k 159.80
KAR Auction Services (KAR) 1.2 $3.3M 60k 54.20
World Wrestling Entertainment 1.0 $2.7M 75k 36.01
Alphabet Inc Class A cs (GOOGL) 0.9 $2.4M 2.3k 1036.96
Alphabet Inc Class C cs (GOOG) 0.9 $2.4M 2.3k 1031.74
On Deck Capital 0.8 $2.2M 400k 5.59