Cibelli Capital Management

Marathon Partners Equity Management as of March 31, 2025

Portfolio Holdings for Marathon Partners Equity Management

Marathon Partners Equity Management holds 16 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Remitly Global (RELY) 20.2 $20M 950k 20.80
Meta Platforms Cl A (META) 18.5 $18M 31k 576.36
Tko Group Holdings Cl A (TKO) 17.8 $17M 114k 152.81
Uber Technologies (UBER) 13.7 $13M 184k 72.86
Henry Schein (HSIC) 7.5 $7.4M 108k 68.49
Xometry Class A Com (XMTR) 6.8 $6.6M 265k 24.92
Atmus Filtration Technologies Ord (ATMU) 5.3 $5.1M 140k 36.73
Sensient Technologies Corporation (SXT) 2.9 $2.9M 39k 74.43
Flutter Entmt SHS (FLUT) 2.1 $2.0M 9.3k 221.55
Turning Pt Brands (TPB) 1.4 $1.3M 23k 59.44
Primo Brands Corporation Class A Com Shs (PRMB) 1.4 $1.3M 38k 35.49
European Wax Ctr Class A Com (EWCZ) 0.9 $889k 225k 3.95
Lionsgate Studios Corp 0.8 $747k 100k 7.47
Cambria Etf Tr Cannabis Etf (TOKE) 0.3 $338k 75k 4.50
A Mark Precious Metals (GOLD) 0.3 $317k 13k 25.37
Advisorshares Tr Pure Us Cannabis (MSOS) 0.1 $131k 50k 2.61