Marathon Partners Equity Management as of Sept. 30, 2019
Portfolio Holdings for Marathon Partners Equity Management
Marathon Partners Equity Management holds 12 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Elf Beauty (ELF) | 29.5 | $78M | 4.4M | 17.51 | |
| Hd Supply | 21.3 | $56M | 1.4M | 39.18 | |
| Us Foods Hldg Corp call (USFD) | 10.0 | $27M | 645k | 41.10 | |
| Grubhub | 8.4 | $22M | 395k | 56.21 | |
| Paypal Holdings (PYPL) | 7.7 | $20M | 195k | 103.59 | |
| Facebook Cl A (META) | 7.6 | $20M | 113k | 178.08 | |
| Gildan Activewear Inc Com Cad (GIL) | 5.6 | $15M | 418k | 35.50 | |
| Cott Corp | 3.1 | $8.1M | 650k | 12.47 | |
| J Alexanders Holding | 2.7 | $7.1M | 605k | 11.72 | |
| World Wrestling Entmt Cl A | 2.0 | $5.3M | 75k | 71.15 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $2.8M | 2.3k | 1221.30 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $2.8M | 2.3k | 1219.13 |
