Cibelli Capital Management

Marathon Partners Equity Management as of March 31, 2019

Portfolio Holdings for Marathon Partners Equity Management

Marathon Partners Equity Management holds 17 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Elf Beauty (ELF) 21.7 $49M 4.6M 10.60
Us Foods Hldg Corp call (USFD) 13.3 $30M 863k 34.91
Hd Supply 12.4 $28M 645k 43.35
Paypal Holdings (PYPL) 10.4 $24M 228k 103.84
Facebook Inc cl a (META) 8.3 $19M 113k 166.69
Gildan Activewear Inc Com Cad (GIL) 6.1 $14M 385k 35.97
Grubhub 4.9 $11M 160k 69.47
J Alexanders Holding 4.2 $9.6M 975k 9.82
Macerich Company (MAC) 4.2 $9.5M 220k 43.35
Booking Holdings (BKNG) 3.0 $6.8M 3.9k 1744.87
World Wrestling Entertainment 2.9 $6.5M 75k 86.79
Cott Corp 2.5 $5.7M 393k 14.61
eBay (EBAY) 2.3 $5.1M 138k 37.14
Alphabet Inc Class A cs (GOOGL) 1.5 $3.4M 2.9k 1176.90
Alphabet Inc Class C cs (GOOG) 1.2 $2.7M 2.3k 1173.48
KAR Auction Services (KAR) 0.6 $1.3M 25k 51.32
Eventbrite (EB) 0.4 $959k 50k 19.18