Marathon Partners Equity Management, LLC Top Holdings and 13F Report (2026) About Marathon Partners Equity Management, LLCInvestment ActivityMarathon Partners Equity Management, LLC has $107.16 million in total holdings as of June 30, 2026.Marathon Partners Equity Management, LLC owns shares of 14 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 7.99% of the portfolio was purchased this quarter.About 8.87% of the portfolio was sold this quarter.This quarter, Marathon Partners Equity Management, LLC has purchased 16 new stocks and bought additional shares in 3 stocks.Marathon Partners Equity Management, LLC sold shares of 7 stocks and completely divested from 4 stocks this quarter.Largest Holdings REMITLY GLOBAL INC $27,127,305TKO GROUP HOLDINGS INC $14,393,665Meta Platforms $14,082,250Uber Technologies $13,493,920Xometry $10,906,760 Largest New Holdings this Quarter 372460105 - Genuine Parts $3,244,450 Holding801056102 - Sanmina $253,080 Holding Largest Purchases this Quarter Uber Technologies 47,000 shares (about $3.39M)Genuine Parts 27,500 shares (about $3.24M)Turning Point Brands 18,500 shares (about $1.57M)Sanmina 1,000 shares (about $253.08K)Atmus Filtration Technologies 2,000 shares (about $101.98K) Largest Sales this Quarter ATI 11,500 shares (about $2.27M)REMITLY GLOBAL INC 98,000 shares (about $2.20M)Cohen & Steers 14,500 shares (about $1.10M)LIONSGATE STUDIOS CORP 45,000 shares (about $688.95K)TKO GROUP HOLDINGS INC 1,500 shares (about $301.97K) 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$27,127,305$2,196,180 â–¼-7.5%1,210,50025.3%COMTKO GROUP HOLDINGS INC$14,393,665$301,965 â–¼-2.1%71,50013.4%CL AMETAMeta Platforms$14,082,250$140,823 â–¼-1.0%25,00013.1%Communication ServicesUBERUber Technologies$13,493,920$3,391,520 â–²33.6%187,00012.6%IndustrialsXMTRXometry$10,906,760$193,040 â–¼-1.7%113,00010.2%IndustrialsCNSCohen & Steers$7,614,000$1,104,030 â–¼-12.7%100,0007.1%FinanceTPBTurning Point Brands$4,198,095$1,568,985 â–²59.7%49,5003.9%Consumer StaplesATMUAtmus Filtration Technologies$3,926,230$101,980 â–²2.7%77,0003.7%IndustrialsGPCGenuine Parts$3,244,450$3,244,450 â–²New Holding27,5003.0%Consumer DiscretionaryLIONSGATE STUDIOS CORP$2,679,250$688,950 â–¼-20.5%175,0002.5%COMGOOGAlphabet$2,031,6480.0%5,7501.9%Communication ServicesFLEXFlex$2,025,8750.0%12,5001.9%TechnologyATIATI$1,182,600$2,266,650 â–¼-65.7%6,0001.1%IndustrialsSANMSanmina$253,080$253,080 â–²New Holding1,0000.2%TechnologyFLUTTER ENTMT PLC$0$1,019,500 â–¼-100.0%00.0%SHSHSICHenry Schein$0$921,250 â–¼-100.0%00.0%HealthcareSXTSensient Technologies$0$432,200 â–¼-100.0%00.0%MaterialsCIRCLE INTERNET GROUP INC$0$238,525 â–¼-100.0%00.0%COM CL AShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
