MARATHON PARTNERS EQUITY MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RELY | 1.34M | $18.46M |
 | LION | 275K | $2.51M |
 | UBER | 150K | $12.26M |
 | XMTR | 115K | $6.84M |
 | EWCZ | 100K | $360.00K |
 | TKO | 84K | $17.56M |
 | ATMU | 80K | $4.15M |
 | CNS | 75K | $4.71M |
 | HSIC | 48K | $3.59M |
 | META | 28K | $18.48M |
 | SXT | 23K | $2.11M |
 | ATI | 20K | $2.30M |
 | TPB | 18K | $1.90M |
 | FLUT | 17K | $3.55M |
 | GOOG | 6K | $1.80M |
Remitly Global, Inc.
RELY
Shares Held
1.34M
Value
$18.46M
Lionsgate Studios Corp.
LION
Shares Held
275K
Value
$2.51M
Uber Technologies, Inc.
UBER
Shares Held
150K
Value
$12.26M
Xometry, Inc.
XMTR
Shares Held
115K
Value
$6.84M
European Wax Center, Inc.
EWCZ
Shares Held
100K
Value
$360.00K
TKO Group Holdings, Inc.
TKO
Shares Held
84K
Value
$17.56M
Atmus Filtration Technologies Inc.
ATMU
Shares Held
80K
Value
$4.15M
Cohen & Steers, Inc.
CNS
Shares Held
75K
Value
$4.71M
Henry Schein, Inc.
HSIC
Shares Held
48K
Value
$3.59M
Meta Platforms, Inc.
META
Shares Held
28K
Value
$18.48M
Sensient Technologies Corporation
SXT
Shares Held
23K
Value
$2.11M
ATI Inc.
ATI
Shares Held
20K
Value
$2.30M
Turning Point Brands, Inc.
TPB
Shares Held
18K
Value
$1.90M
Flutter Entertainment plc
FLUT
Shares Held
17K
Value
$3.55M
Alphabet Inc.
GOOG
Shares Held
6K
Value
$1.80M