Marathon Partners Equity Management, LLC
Top Portfolio Positions
15 positions ·
$86,633,017 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| RELY |
Remitly Global, Inc.
Technology
|
1,308,500 | $20,504,195 | 23.67% | |
| TKO |
TKO Group Holdings, Inc.
Communication Services
|
73,000 | $14,720,450 | 16.99% | |
| META |
Meta Platforms, Inc.
Communication Services
|
25,250 | $14,446,282 | 16.68% | |
| UBER |
Uber Technologies, Inc
Technology
|
140,000 | $10,070,200 | 11.62% | |
| CNS |
Cohen & Steers, Inc.
Financial Services
|
114,500 | $7,161,975 | 8.27% | |
| XMTR |
Xometry, Inc.
Industrials
|
115,000 | $4,696,600 | 5.42% | |
| ATMU |
Atmus Filtration Technologies Inc.
Consumer Cyclical
|
75,000 | $4,257,750 | 4.91% | |
| TPB |
Turning Point Brands, Inc.
Consumer Defensive
|
31,000 | $2,690,490 | 3.11% | |
| ATI |
Ati Inc
Industrials
|
17,500 | $2,545,550 | 2.94% | |
| LION |
Lionsgate Studios Corp.
|
220,000 | $2,109,800 | 2.44% |
Portfolio Trend
22 quarters · across all stocks
Holdings in TPB
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,690,490 | 31,000 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,897,000 | 17,500 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,471,500 | 25,000 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,894,250 | 25,000 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,337,400 | 22,500 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,502,500 | 25,000 | Shares | Defined | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||