Cibelli Capital Management

Marathon Partners Equity Management as of March 31, 2020

Portfolio Holdings for Marathon Partners Equity Management

Marathon Partners Equity Management holds 11 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Grubhub 20.6 $33M 808k 40.73
Hd Supply 15.4 $25M 863k 28.43
World Wrestling Entertainment 15.1 $24M 710k 33.93
Facebook Inc cl a (META) 13.3 $21M 128k 166.80
Elf Beauty (ELF) 12.3 $20M 2.0M 9.84
Uber Technologies (UBER) 9.5 $15M 543k 27.92
Paypal Holdings (PYPL) 6.8 $11M 113k 95.74
Us Foods Hldg Corp call (USFD) 3.7 $5.9M 335k 17.71
Performance Food (PFGC) 1.4 $2.2M 88k 24.72
J Alexanders Holding 1.3 $2.1M 550k 3.83
Eventbrite (EB) 0.7 $1.1M 150k 7.30