Marathon Partners Equity Management as of June 30, 2025
Portfolio Holdings for Marathon Partners Equity Management
Marathon Partners Equity Management holds 15 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tko Group Holdings Cl A (TKO) | 20.2 | $23M | 128k | 181.95 | |
| Meta Platforms Cl A (META) | 18.1 | $21M | 28k | 738.09 | |
| Remitly Global (RELY) | 16.0 | $18M | 979k | 18.77 | |
| Uber Technologies (UBER) | 13.6 | $16M | 168k | 93.30 | |
| Xometry Class A Com (XMTR) | 9.1 | $10M | 309k | 33.79 | |
| Henry Schein (HSIC) | 7.0 | $8.0M | 110k | 73.05 | |
| Atmus Filtration Technologies Ord (ATMU) | 4.4 | $5.0M | 138k | 36.42 | |
| Sensient Technologies Corporation (SXT) | 3.6 | $4.2M | 43k | 98.52 | |
| Flutter Entmt SHS (FLUT) | 2.3 | $2.6M | 9.3k | 285.76 | |
| Turning Pt Brands (TPB) | 1.6 | $1.9M | 25k | 75.77 | |
| Lionsgate Studios Corp (LION) | 1.1 | $1.3M | 225k | 5.81 | |
| European Wax Ctr Class A Com (EWCZ) | 1.1 | $1.3M | 225k | 5.63 | |
| Primo Brands Corporation Class A Com Shs (PRMB) | 1.0 | $1.1M | 38k | 29.62 | |
| Amrize SHS (AMRZ) | 0.9 | $991k | 20k | 49.55 | |
| Peloton Interactive Cl A Com (PTON) | 0.2 | $174k | 25k | 6.94 |
