Cibelli Capital Management

Marathon Partners Equity Management as of Dec. 31, 2024

Portfolio Holdings for Marathon Partners Equity Management

Marathon Partners Equity Management holds 24 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Meta Platforms Cl A (META) 20.5 $24M 40k 585.51
Remitly Global (RELY) 18.1 $21M 925k 22.57
Tko Group Holdings Cl A (TKO) 14.1 $16M 114k 142.11
Uber Technologies (UBER) 12.3 $14M 235k 60.32
Xometry Class A Com (XMTR) 9.4 $11M 255k 42.66
Henry Schein (HSIC) 5.3 $6.1M 88k 69.20
Atmus Filtration Technologies Ord (ATMU) 4.9 $5.7M 145k 39.18
Flutter Entmt SHS (FLUT) 2.1 $2.4M 9.3k 258.45
Jack in the Box (JACK) 1.8 $2.1M 50k 41.64
European Wax Ctr Class A Com (EWCZ) 1.6 $1.8M 275k 6.67
Ishares Tr S&p 500 Val Etf (IVE) 1.4 $1.6M 8.3k 190.88
Turning Pt Brands (TPB) 1.3 $1.5M 25k 60.10
Tidewater (TDW) 1.2 $1.4M 25k 54.71
Haleon Spon Ads (HLN) 1.0 $1.2M 125k 9.54
Primo Brands Corporation Class A Com Shs (PRMB) 1.0 $1.2M 38k 30.77
Sturm, Ruger & Company (RGR) 1.0 $1.1M 33k 35.37
Sensient Technologies Corporation (SXT) 0.8 $891k 13k 71.26
Carter's (CRI) 0.7 $813k 15k 54.19
Cambria Etf Tr Cannabis Etf (TOKE) 0.3 $385k 75k 5.13
Vestis Corporation Com Shs (VSTS) 0.3 $381k 25k 15.24
Portillos Com Cl A (PTLO) 0.3 $329k 35k 9.40
Forward Air Corporation 0.2 $242k 7.5k 32.25
Advisorshares Tr Pure Us Cannabis (MSOS) 0.2 $191k 50k 3.81
Agrify Corp Com New (RYM) 0.2 $174k 6.0k 28.99