Filer Name: MARATHON PARTNERS EQUITY MANAGEMENT, LLC
CIK: 1353311
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 27
Portfolio Value: $0.12B

Marathon Partners Equity Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
RELY US REMITLY GLOBAL INC 925,000 $21M 18.14% - -
META US META PLATFORMS INC-CLASS A 28,750 $17M 14.63% - -
TKO US TKO GROUP HOLDINGS INC 114,000 $16M 14.08% - -
XMTR US XOMETRY INC-A 254,500 $11M 9.44% - -
UBER US UBER TECHNOLOGIES INC 162,500 $10M 8.52% - -
META US META PLATFORMS INC-CLASS A 11,500 $7M 5.85% - Put
HSIC US HENRY SCHEIN INC 87,500 $6M 5.26% - -
ATMU US ATMUS FILTRATION TECHNOLOGIE 145,000 $6M 4.94% - -
UBER US UBER TECHNOLOGIES INC 45,000 $3M 2.36% - Put
FLUT US FLUTTER ENTERTAINMENT PLC-DI 9,250 $2M 2.08% - -
JACK US JACK IN THE BOX INC 50,000 $2M 1.81% - -
EWCZ US EUROPEAN WAX CENTER INC-A 275,000 $2M 1.59% - -
UBER US UBER TECHNOLOGIES INC 27,500 $2M 1.44% - Call
IVE US ISHARES S&P 500 VALUE ETF 8,250 $2M 1.37% - -
TPB US TURNING POINT BRANDS INC 25,000 $2M 1.31% - -
TDW US TIDEWATER INC 25,000 $1M 1.19% - -
HLN US HALEON PLC-ADR 125,000 $1M 1.04% - -
PRMB US PRIMO BRANDS CORP-A 37,500 $1M 1.00% - -
RGR US STURM RUGER & CO INC 32,500 $1M 1.00% - -
SXT US SENSIENT TECHNOLOGIES CORP 12,500 $1M 0.77% - -
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