Marathon Partners Equity Management as of Sept. 30, 2025
Portfolio Holdings for Marathon Partners Equity Management
Marathon Partners Equity Management holds 16 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tko Group Holdings Cl A (TKO) | 22.4 | $31M | 154k | 201.96 | |
| Remitly Global (RELY) | 19.7 | $27M | 1.7M | 16.30 | |
| Meta Platforms Cl A (META) | 14.8 | $21M | 28k | 734.38 | |
| Uber Technologies (UBER) | 11.6 | $16M | 165k | 97.97 | |
| Xometry Class A Com (XMTR) | 10.9 | $15M | 278k | 54.47 | |
| Henry Schein (HSIC) | 3.7 | $5.1M | 78k | 66.37 | |
| Atmus Filtration Technologies Ord (ATMU) | 3.6 | $5.1M | 113k | 45.09 | |
| Sensient Technologies Corporation (SXT) | 2.7 | $3.8M | 40k | 93.85 | |
| Flutter Entmt SHS (FLUT) | 2.5 | $3.5M | 14k | 254.00 | |
| Turning Pt Brands (TPB) | 1.8 | $2.5M | 25k | 98.86 | |
| Allegheny Technologies Incorporated (ATI) | 1.6 | $2.2M | 28k | 81.34 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $2.0M | 8.3k | 243.55 | |
| Lionsgate Studios Corp (LION) | 1.2 | $1.7M | 250k | 6.90 | |
| Amrize SHS (AMRZ) | 0.9 | $1.2M | 25k | 48.53 | |
| Scientific Games (LNW) | 0.8 | $1.0M | 13k | 83.94 | |
| European Wax Ctr Class A Com (EWCZ) | 0.4 | $499k | 125k | 3.99 |
