Marathon Partners Equity Management as of June 30, 2026
Portfolio Holdings for Marathon Partners Equity Management
Marathon Partners Equity Management holds 14 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Remitly Global (RELY) | 25.3 | $27M | 1.2M | 22.41 | |
| Tko Group Holdings Cl A (TKO) | 13.4 | $14M | 72k | 201.31 | |
| Meta Platforms Cl A (META) | 13.1 | $14M | 25k | 563.29 | |
| Uber Technologies (UBER) | 12.6 | $14M | 187k | 72.16 | |
| Xometry Class A Com (XMTR) | 10.2 | $11M | 113k | 96.52 | |
| Cohen & Steers (CNS) | 7.1 | $7.6M | 100k | 76.14 | |
| Turning Pt Brands (TPB) | 3.9 | $4.2M | 50k | 84.81 | |
| Atmus Filtration Technologies Ord (ATMU) | 3.7 | $3.9M | 77k | 50.99 | |
| Genuine Parts Company (GPC) | 3.0 | $3.2M | 28k | 117.98 | |
| Lionsgate Studios Corp (LION) | 2.5 | $2.7M | 175k | 15.31 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $2.0M | 5.8k | 353.33 | |
| Flex Ord (FLEX) | 1.9 | $2.0M | 13k | 162.07 | |
| Allegheny Technologies Incorporated (ATI) | 1.1 | $1.2M | 6.0k | 197.10 | |
| Sanmina (SANM) | 0.2 | $253k | 1.0k | 253.08 |
