Marathon Partners Equity Management as of June 30, 2023
Portfolio Holdings for Marathon Partners Equity Management
Marathon Partners Equity Management holds 27 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Paypal Holdings (PYPL) | 17.6 | $14M | 213k | 66.73 | |
| World Wrestling Entmt Cl A | 11.5 | $9.3M | 86k | 108.47 | |
| Uber Technologies (UBER) | 10.8 | $8.7M | 201k | 43.17 | |
| Meta Platforms Cl A (META) | 10.3 | $8.3M | 29k | 286.98 | |
| Vita Coco Co Inc/the (COCO) | 6.6 | $5.3M | 197k | 26.87 | |
| Haleon Spon Ads (HLN) | 6.0 | $4.9M | 580k | 8.38 | |
| Remitly Global (RELY) | 4.5 | $3.7M | 195k | 18.82 | |
| Carter's (CRI) | 3.6 | $2.9M | 40k | 72.60 | |
| Berry Plastics (BERY) | 3.6 | $2.9M | 45k | 64.34 | |
| Envestnet (ENV) | 3.2 | $2.6M | 44k | 59.35 | |
| WESCO International (WCC) | 2.5 | $2.0M | 11k | 179.06 | |
| Eventbrite Com Cl A (EB) | 2.4 | $1.9M | 200k | 9.55 | |
| Primo Water (PRMW) | 2.3 | $1.9M | 150k | 12.54 | |
| Ferguson SHS | 2.0 | $1.6M | 10k | 157.31 | |
| Performance Food (PFGC) | 1.9 | $1.5M | 25k | 60.24 | |
| Leslies (LESL) | 1.8 | $1.5M | 158k | 9.39 | |
| Tidewater (TDW) | 1.7 | $1.4M | 25k | 55.44 | |
| Take-Two Interactive Software (TTWO) | 1.6 | $1.3M | 8.5k | 147.16 | |
| A Mark Precious Metals (AMRK) | 1.2 | $936k | 25k | 37.44 | |
| Sportsmans Whse Hldgs (SPWH) | 1.1 | $855k | 150k | 5.70 | |
| Asbury Automotive (ABG) | 1.0 | $842k | 3.5k | 240.42 | |
| Advisorshares Tr Pure Us Cannabis (MSOS) | 0.7 | $596k | 108k | 5.54 | |
| 1stdibs (DIBS) | 0.7 | $561k | 150k | 3.74 | |
| Xometry Class A Com (XMTR) | 0.7 | $530k | 25k | 21.18 | |
| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.4 | $361k | 25k | 14.43 | |
| Brilliant Earth Group Cl A Com (BRLT) | 0.2 | $146k | 38k | 3.88 | |
| Allbirds Com Cl A (BIRD) | 0.2 | $126k | 100k | 1.26 |
