Marathon Partners Equity Management as of Sept. 30, 2023
Portfolio Holdings for Marathon Partners Equity Management
Marathon Partners Equity Management holds 21 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Paypal Holdings (PYPL) | 18.0 | $12M | 203k | 58.46 | |
| Meta Platforms Cl A (META) | 13.2 | $8.7M | 29k | 300.21 | |
| Tko Group Holdings Cl A (TKO) | 11.3 | $7.4M | 89k | 84.06 | |
| Uber Technologies (UBER) | 10.6 | $7.0M | 153k | 45.99 | |
| Haleon Spon Ads (HLN) | 7.3 | $4.8M | 580k | 8.33 | |
| Vita Coco Co Inc/the (COCO) | 5.5 | $3.6M | 140k | 26.04 | |
| Carter's (CRI) | 4.0 | $2.7M | 39k | 69.15 | |
| Eventbrite Com Cl A (EB) | 3.9 | $2.6M | 260k | 9.86 | |
| Xometry Class A Com (XMTR) | 3.9 | $2.5M | 150k | 16.98 | |
| Remitly Global (RELY) | 3.2 | $2.1M | 83k | 25.22 | |
| Tidewater (TDW) | 2.7 | $1.8M | 25k | 71.07 | |
| Envestnet (ENV) | 2.7 | $1.8M | 40k | 44.03 | |
| Berry Plastics (BERY) | 2.3 | $1.5M | 25k | 61.91 | |
| Brown Forman Corp CL B (BF.B) | 2.2 | $1.4M | 25k | 57.69 | |
| Take-Two Interactive Software (TTWO) | 1.6 | $1.1M | 7.5k | 140.39 | |
| Jack in the Box (JACK) | 1.6 | $1.0M | 15k | 69.06 | |
| Advisorshares Tr Pure Us Cannabis (MSOS) | 1.5 | $973k | 123k | 7.94 | |
| Brilliant Earth Group Cl A Com (BRLT) | 1.5 | $959k | 325k | 2.95 | |
| Forward Air Corporation (FWRD) | 1.3 | $859k | 13k | 68.74 | |
| 1stdibs (DIBS) | 1.1 | $728k | 200k | 3.64 | |
| A Mark Precious Metals (AMRK) | 0.7 | $440k | 15k | 29.33 |
