Cibelli Capital Management

Marathon Partners Equity Management as of Dec. 31, 2020

Portfolio Holdings for Marathon Partners Equity Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
World Wrestling Entmt Cl A 22.2 $51M 1.1M 48.05
Uber Technologies (UBER) 19.0 $43M 850k 51.00
Facebook Cl A (META) 13.7 $31M 115k 273.16
Elf Beauty (ELF) 11.6 $26M 1.0M 25.19
Stitch Fix Com Cl A (SFIX) 10.2 $23M 398k 58.72
Paypal Holdings (PYPL) 9.8 $22M 96k 234.20
Grubhub 6.4 $15M 198k 74.27
Lyft Cl A Com Put Option (LYFT) 2.5 $5.6M 115k 49.13
Tripadvisor (TRIP) 1.5 $3.3M 115k 28.78
Twitter 1.2 $2.7M 50k 54.16
Callaway Golf Company (MODG) 1.2 $2.7M 113k 24.01
Eventbrite Com Cl A (EB) 0.4 $905k 50k 18.10
Trivago N V Spon Ads A Shs 0.3 $605k 250k 2.42