Marathon Partners Equity Management as of March 31, 2023
Portfolio Holdings for Marathon Partners Equity Management
Marathon Partners Equity Management holds 29 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| World Wrestling Entmt Cl A | 14.4 | $11M | 122k | 91.26 | |
| Paypal Holdings (PYPL) | 14.4 | $11M | 146k | 75.94 | |
| Meta Platforms Cl A (META) | 10.3 | $7.9M | 38k | 211.94 | |
| Uber Technologies (UBER) | 8.9 | $6.8M | 216k | 31.70 | |
| Vita Coco Co Inc/the (COCO) | 6.4 | $4.9M | 252k | 19.62 | |
| Haleon Spon Ads (HLN) | 4.6 | $3.5M | 433k | 8.14 | |
| Carter's (CRI) | 4.3 | $3.3M | 46k | 71.92 | |
| Envestnet (ENV) | 3.6 | $2.8M | 48k | 58.67 | |
| Match Group (MTCH) | 3.4 | $2.6M | 68k | 38.39 | |
| Remitly Global (RELY) | 3.1 | $2.4M | 143k | 16.95 | |
| Primo Water (PRMW) | 3.0 | $2.3M | 150k | 15.35 | |
| Sportsmans Whse Hldgs (SPWH) | 2.5 | $2.0M | 230k | 8.48 | |
| Berry Plastics (BERY) | 2.3 | $1.8M | 30k | 58.90 | |
| Ferguson SHS (FERG) | 2.1 | $1.6M | 12k | 133.75 | |
| Performance Food (PFGC) | 2.0 | $1.5M | 25k | 60.34 | |
| Western Union Company (WU) | 1.7 | $1.3M | 120k | 11.15 | |
| Eventbrite Com Cl A (EB) | 1.7 | $1.3M | 150k | 8.58 | |
| Advisorshares Tr Pure Us Cannabis (MSOS) | 1.6 | $1.3M | 220k | 5.69 | |
| Leslies (LESL) | 1.5 | $1.2M | 105k | 11.01 | |
| Tidewater (TDW) | 1.4 | $1.1M | 25k | 44.08 | |
| Jack in the Box (JACK) | 1.4 | $1.1M | 13k | 87.59 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $1.0M | 10k | 104.00 | |
| Take-Two Interactive Software (TTWO) | 1.3 | $1.0M | 8.5k | 119.30 | |
| A Mark Precious Metals (AMRK) | 1.1 | $866k | 25k | 34.65 | |
| 1stdibs (DIBS) | 0.5 | $407k | 103k | 3.97 | |
| Figs Cl A (FIGS) | 0.4 | $310k | 50k | 6.19 | |
| Xometry Class A Com (XMTR) | 0.4 | $299k | 20k | 14.97 | |
| Lumber Liquidators Holdings (LL) | 0.2 | $190k | 50k | 3.80 | |
| Allbirds Com Cl A (BIRD) | 0.2 | $120k | 100k | 1.20 |
