Marathon Partners Equity Management as of Sept. 30, 2018
Portfolio Holdings for Marathon Partners Equity Management
Marathon Partners Equity Management holds 15 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Elf Beauty (ELF) | 20.7 | $53M | 4.2M | 12.73 | |
| Us Foods Hldg Corp call (USFD) | 17.7 | $46M | 1.5M | 30.82 | |
| Hd Supply | 14.0 | $36M | 845k | 42.79 | |
| Paypal Holdings (PYPL) | 7.8 | $20M | 228k | 87.84 | |
| Grubhub | 7.2 | $19M | 135k | 138.62 | |
| Macerich Company (MAC) | 6.0 | $15M | 278k | 55.29 | |
| Facebook Inc cl a (META) | 5.7 | $15M | 90k | 164.46 | |
| eBay (EBAY) | 5.0 | $13M | 393k | 33.02 | |
| J Alexanders Holding | 3.8 | $9.7M | 813k | 11.90 | |
| Shutterfly | 3.5 | $9.1M | 138k | 65.89 | |
| World Wrestling Entertainment | 2.8 | $7.3M | 75k | 96.73 | |
| O'reilly Automotive (ORLY) | 1.8 | $4.5M | 13k | 347.31 | |
| Interxion Holding | 1.6 | $4.2M | 63k | 67.30 | |
| Alphabet Inc Class A cs (GOOGL) | 1.4 | $3.5M | 2.9k | 1207.24 | |
| Alphabet Inc Class C cs (GOOG) | 1.1 | $2.7M | 2.3k | 1193.48 |
