Cibelli Capital Management

Marathon Partners Equity Management as of Dec. 31, 2019

Portfolio Holdings for Marathon Partners Equity Management

Marathon Partners Equity Management holds 11 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Elf Beauty (ELF) 29.9 $66M 4.1M 16.13
Grubhub 19.9 $44M 903k 48.64
Hd Supply 14.3 $32M 785k 40.22
Facebook Inc cl a (META) 10.4 $23M 113k 205.25
Paypal Holdings (PYPL) 8.2 $18M 168k 108.17
Us Foods Hldg Corp call (USFD) 7.5 $17M 395k 41.89
World Wrestling Entertainment 4.0 $8.8M 135k 64.87
J Alexanders Holding 2.3 $5.2M 540k 9.56
Alphabet Inc Class A cs (GOOGL) 1.4 $3.1M 2.3k 1339.57
Alphabet Inc Class C cs (GOOG) 1.4 $3.1M 2.3k 1336.96
Uber Technologies (UBER) 0.7 $1.5M 50k 29.74