Marathon Partners Equity Management as of Dec. 31, 2025
Portfolio Holdings for Marathon Partners Equity Management
Marathon Partners Equity Management holds 15 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 18.4 | $19M | 28k | 660.09 | |
| Remitly Global (RELY) | 18.4 | $19M | 1.3M | 13.80 | |
| Tko Group Holdings Cl A (TKO) | 17.5 | $18M | 84k | 209.00 | |
| Uber Technologies (UBER) | 12.2 | $12M | 150k | 81.71 | |
| Xometry Class A Com (XMTR) | 6.8 | $6.8M | 115k | 59.47 | |
| Cohen & Steers (CNS) | 4.7 | $4.7M | 75k | 62.78 | |
| Atmus Filtration Technologies Ord (ATMU) | 4.1 | $4.2M | 80k | 51.91 | |
| Henry Schein (HSIC) | 3.6 | $3.6M | 48k | 75.58 | |
| Flutter Entmt SHS (FLUT) | 3.5 | $3.5M | 17k | 215.04 | |
| Lionsgate Studios Corp (LION) | 2.5 | $2.5M | 275k | 9.13 | |
| Allegheny Technologies Incorporated (ATI) | 2.3 | $2.3M | 20k | 114.76 | |
| Sensient Technologies Corporation (SXT) | 2.1 | $2.1M | 23k | 93.95 | |
| Turning Pt Brands (TPB) | 1.9 | $1.9M | 18k | 108.40 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $1.8M | 5.8k | 313.80 | |
| European Wax Ctr Class A Com (EWCZ) | 0.4 | $360k | 100k | 3.60 |
