Fund Holdings — Marathon Partners Equity Management, LLC

Total Portfolio Value
$103.96M
Total Bought
$103.96M
Total Sold
$0
Net Transaction
+$103.96M
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
▲▼
Change
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REMITLY GLOBAL INC(RELY)0925,000+925,000020,87720.08%+20,877
META PLATFORMS INC(META)028,750+28,750016,83316.19%+16,833
TKO GROUP HOLDINGS INC(TKO)0114,000+114,000016,20115.58%+16,201
XOMETRY INC(XMTR)0254,500+254,500010,85710.44%+10,857
UBER TECHNOLOGIES INC(UBER)0162,500+162,50009,8029.43%+9,802
HENRY SCHEIN INC(HSIC)087,500+87,50006,0555.82%+6,055
ATMUS FILTRATION TECHNOLOGIE(ATMU)0145,000+145,00005,6815.46%+5,681
FLUTTER ENTMT PLC(FLUT)09,250+9,25002,3912.30%+2,391
JACK IN THE BOX INC(JACK)050,000+50,00002,0822.00%+2,082
EUROPEAN WAX CTR INC
CLASS A COM
0275,000+275,00001,8341.76%+1,834
ISHARES TR08,250+8,25001,5751.51%+1,575
TURNING PT BRANDS INC(TPB)025,000+25,00001,5031.45%+1,503
TIDEWATER INC NEW(TDW)025,000+25,00001,3681.32%+1,368
HALEON PLC(HLN)0125,000+125,00001,1931.15%+1,193
PRIMO BRANDS CORPORATION(PRMB)037,500+37,50001,1541.11%+1,154
STURM RUGER & CO INC(RGR)032,500+32,50001,1501.11%+1,150
SENSIENT TECHNOLOGIES CORP(SXT)012,500+12,50008910.86%+891
CARTERS INC(CRI)015,000+15,00008130.78%+813
CAMBRIA ETF TR075,000+75,00003850.37%+385
VESTIS CORPORATION(VSTS)025,000+25,00003810.37%+381
PORTILLOS INC(PTLO)035,000+35,00003290.32%+329
FORWARD AIR CORP(FWRD)07,500+7,50002420.23%+242
ADVISORSHARES TR
PURE US CANN ETF
050,000+50,00001910.18%+191
AGRIFY CORP06,000+6,00001740.17%+174
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Marathon Partners Equity Management, LLC — 13F Holdings — Q4 2024 | TickerTrail