Marathon Partners Equity Management as of June 30, 2018
Portfolio Holdings for Marathon Partners Equity Management
Marathon Partners Equity Management holds 18 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Elf Beauty (ELF) | 19.6 | $56M | 3.7M | 15.24 | |
| Us Foods Hldg Corp call (USFD) | 18.6 | $53M | 1.4M | 37.82 | |
| Hd Supply | 13.2 | $38M | 880k | 42.89 | |
| Paypal Holdings (PYPL) | 6.7 | $19M | 230k | 83.27 | |
| Facebook Inc cl a (META) | 5.8 | $17M | 85k | 194.32 | |
| Macerich Company (MAC) | 5.7 | $16M | 285k | 56.83 | |
| Grubhub | 4.9 | $14M | 135k | 104.91 | |
| Shutterfly | 4.4 | $13M | 140k | 90.03 | |
| eBay (EBAY) | 4.3 | $12M | 343k | 36.26 | |
| J Alexanders Holding | 3.4 | $9.8M | 879k | 11.15 | |
| O'reilly Automotive (ORLY) | 2.7 | $7.8M | 29k | 273.58 | |
| Interxion Holding | 2.0 | $5.6M | 90k | 62.42 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.9 | $5.5M | 24k | 233.45 | |
| World Wrestling Entertainment | 1.9 | $5.5M | 75k | 72.83 | |
| Comcast Corporation (CMCSA) | 1.7 | $4.8M | 148k | 32.81 | |
| Alphabet Inc Class A cs (GOOGL) | 1.1 | $3.3M | 2.9k | 1129.31 | |
| Liberty Interactive Corp (QRTEA) | 1.1 | $3.2M | 150k | 21.22 | |
| Alphabet Inc Class C cs (GOOG) | 0.9 | $2.6M | 2.3k | 1115.65 |
