Cibelli Capital Management

Marathon Partners Equity Management as of Dec. 31, 2018

Portfolio Holdings for Marathon Partners Equity Management

Marathon Partners Equity Management holds 17 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Us Foods Hldg Corp call (USFD) 21.7 $46M 1.5M 31.64
Elf Beauty (ELF) 17.4 $37M 4.3M 8.66
Hd Supply 13.9 $30M 790k 37.52
Paypal Holdings (PYPL) 9.0 $19M 228k 84.09
Facebook Inc cl a (META) 6.9 $15M 113k 131.09
Macerich Company (MAC) 5.6 $12M 278k 43.28
Grubhub 5.0 $11M 140k 76.81
eBay (EBAY) 3.4 $7.2M 255k 28.07
J Alexanders Holding 3.1 $6.6M 800k 8.23
World Wrestling Entertainment 2.6 $5.6M 75k 74.72
Shutterfly 2.1 $4.4M 110k 40.26
Gildan Activewear Inc Com Cad (GIL) 2.1 $4.4M 145k 30.36
Cott Corp 1.8 $3.9M 280k 13.94
Aramark Hldgs (ARMK) 1.5 $3.2M 110k 28.97
Alphabet Inc Class A cs (GOOGL) 1.4 $3.0M 2.9k 1044.83
Interxion Holding 1.4 $3.0M 55k 54.16
Alphabet Inc Class C cs (GOOG) 1.1 $2.4M 2.3k 1035.65