Marathon Partners Equity Management, LLC Top Holdings and 13F Report (2025) About Marathon Partners Equity Management, LLCInvestment ActivityMarathon Partners Equity Management, LLC has $97.66 million in total holdings as of March 31, 2025.Marathon Partners Equity Management, LLC owns shares of 16 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 5.27% of the portfolio was purchased this quarter.About 19.24% of the portfolio was sold this quarter.This quarter, Marathon Partners Equity Management, LLC has purchased 24 new stocks and bought additional shares in 4 stocks.Marathon Partners Equity Management, LLC sold shares of 6 stocks and completely divested from 10 stocks this quarter.Largest Holdings REMITLY GLOBAL INC $19,760,000Meta Platforms $18,040,068TKO GROUP HOLDINGS INC $17,343,935Uber Technologies $13,406,240Henry Schein $7,362,675 Largest New Holdings this Quarter 53626M104 - LIONSGATE STUDIOS CORP $747,000 Holding00181T107 - A-Mark Precious Metals $317,125 Holding Largest Purchases this Quarter Sensient Technologies 26,000 shares (about $1.94M)Henry Schein 20,000 shares (about $1.37M)LIONSGATE STUDIOS CORP 100,000 shares (about $747K)REMITLY GLOBAL INC 25,000 shares (about $520K)A-Mark Precious Metals 12,500 shares (about $317.13K) Largest Sales this Quarter Meta Platforms 8,950 shares (about $5.16M)Uber Technologies 51,000 shares (about $3.72M)European Wax Center 50,000 shares (about $197.50K)Atmus Filtration Technologies 5,000 shares (about $183.65K)Turning Point Brands 2,500 shares (about $148.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMarathon Partners Equity Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorREMITLY GLOBAL INC$19,760,000$520,000 ▲2.7%950,00020.2%COMMETAMeta Platforms$18,040,068$5,158,422 ▼-22.2%31,30018.5%Computer and TechnologyTKO GROUP HOLDINGS INC$17,343,935$76,405 ▼-0.4%113,50017.8%CL AUBERUber Technologies$13,406,240$3,715,860 ▼-21.7%184,00013.7%Computer and TechnologyHSICHenry Schein$7,362,675$1,369,800 ▲22.9%107,5007.5%MedicalXMTRXometry$6,603,800$261,660 ▲4.1%265,0006.8%IndustrialsATMUAtmus Filtration Technologies$5,142,200$183,650 ▼-3.4%140,0005.3%IndustrialsSXTSensient Technologies$2,865,555$1,935,180 ▲208.0%38,5002.9%Basic MaterialsFLUTTER ENTMT PLC$2,049,3380.0%9,2502.1%SHSTPBTurning Point Brands$1,337,400$148,600 ▼-10.0%22,5001.4%Consumer StaplesPRIMO BRANDS CORPORATION$1,330,8750.0%37,5001.4%CLASS A COM SHSEWCZEuropean Wax Center$888,750$197,500 ▼-18.2%225,0000.9%Consumer StaplesLIONSGATE STUDIOS CORP$747,000$747,000 ▲New Holding100,0000.8%COMTOKECambria Cannabis ETF$337,5000.0%75,0000.3%ETFAMRKA-Mark Precious Metals$317,125$317,125 ▲New Holding12,5000.3%Consumer DiscretionaryMSOSAdvisorShares Pure US Cannabis ETF$130,5000.0%50,0000.1%ETFJACKJack in the Box$0$2,082,000 ▼-100.0%00.0%Retail/WholesaleIVEiShares S&P 500 Value ETF$0$1,574,760 ▼-100.0%00.0%ETFTDWTidewater$0$1,367,750 ▼-100.0%00.0%EnergyHLNHaleon$0$1,192,500 ▼-100.0%00.0%MedicalRGRSturm, Ruger & Company, Inc.$0$1,149,525 ▼-100.0%00.0%Consumer DiscretionaryCRICarter's$0$812,850 ▼-100.0%00.0%Consumer DiscretionaryVESTIS CORPORATION$0$381,000 ▼-100.0%00.0%COM SHSPTLOPortillo's$0$329,000 ▼-100.0%00.0%Retail/WholesaleFWRDForward Air$0$241,875 ▼-100.0%00.0%TransportationAGRIFY CORP$0$173,940 ▼-100.0%00.0%COM NEWShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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