Marathon Partners Equity Management, LLC 13F Holdings

CIK 0001353311 · New York, NY

As of Sep 30, 2025, Marathon Partners Equity Management, LLC reported 16 positions worth 39.0M in its SEC Form 13F filing.

Top 16 holdings

SecurityTickerSectorSharesValue% of portfolio
TKO GROUP HOLDINGS INCTKOCommunication Services154,000$31.1M22.38%
REMITLY GLOBAL INCRELYTechnology1,680,000$27.4M19.70%
META PLATFORMS INCMETACommunication Services28,000$20.6M14.79%
UBER TECHNOLOGIES INCUBERTechnology165,000 6.2M11.63%
XOMETRY INCXMTRIndustrials277,500 5.1M10.87%
HENRY SCHEIN INCHSICHealthcare77,500$5.1M3.70%
ATMUS FILTRATION TECHNOLOGIES INCATMUIndustrials112,500$5.1M3.65%
SENSIENT TECHNOLOGIES CORPSXTBasic Materials40,000$3.8M2.70%
FLUTTER ENTERTAINMENT PLCFLUTConsumer Cyclical13,750$3.5M2.51%
TURNING POINT BRANDS INCTPBConsumer Defensive25,000$2.5M1.78%
ATI INCATIIndustrials27,500$2.2M1.61%
ALPHABET INCGOOGEquity8,250$2.0M1.45%
LIONSGATE STUDIOS HOLDING CORPLION2Communication Services250,000 .7M1.24%
AMRIZE LTDAMRZBasic Materials25,000 .2M0.87%
LIGHT & WONDER INCLNWOConsumer Cyclical12,500 .0M0.75%
EUROPEAN WAX CTR INCEWCZConsumer Defensive125,000$498.8K0.36%