Cibelli Capital Management

Marathon Partners Equity Management as of Dec. 31, 2023

Portfolio Holdings for Marathon Partners Equity Management

Marathon Partners Equity Management holds 20 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tko Group Holdings Cl A (TKO) 16.5 $11M 130k 81.58
Meta Platforms Cl A (META) 16.0 $10M 29k 353.96
Xometry Class A Com (XMTR) 11.5 $7.4M 206k 35.91
Uber Technologies (UBER) 7.7 $4.9M 80k 61.57
Paypal Holdings (PYPL) 7.7 $4.9M 80k 61.41
Haleon Spon Ads (HLN) 6.1 $3.9M 475k 8.23
Advisorshares Tr Pure Us Cannabis (MSOS) 5.6 $3.6M 517k 7.01
Eventbrite Com Cl A (EB) 5.2 $3.3M 400k 8.36
Carter's (CRI) 4.6 $2.9M 39k 74.89
Jack in the Box (JACK) 3.5 $2.2M 28k 81.63
Tidewater (TDW) 2.8 $1.8M 25k 72.11
Berry Plastics (BERY) 2.6 $1.7M 25k 67.39
Lamb Weston Hldgs (LW) 2.1 $1.4M 13k 108.09
A Mark Precious Metals (AMRK) 2.0 $1.3M 43k 30.25
Vita Coco Co Inc/the (COCO) 1.9 $1.2M 48k 25.65
Brilliant Earth Group Cl A Com (BRLT) 1.4 $930k 250k 3.72
1stdibs (DIBS) 1.2 $761k 163k 4.68
Primo Water (PRMW) 1.2 $753k 50k 15.05
Worthington Industries (WOR) 0.2 $144k 2.5k 57.55
Innovative Solutions & Support (ISSC) 0.2 $107k 13k 8.53