Marathon Partners·CIK 1353311
31
Positions
$227.3M
Portfolio Value
46
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2017
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| HDS | 11.27% | $25,610,000 |
| SFLY |
8.75% |
| $19,877,000 |
| USFD | 7.34% | $16,688,000 |
| PYPL | 7.18% | $16,328,000 |
| MAC | 6.89% | $15,666,000 |
| EBAY | 4.91% | $11,153,000 |
| GRUBXXXX | 4.87% | $11,059,000 |
| JAX | 4.75% | $10,788,000 |
| PRKS | 4.57% | $10,392,000 |
| DAR | 4.32% | $9,811,000 |
| DG | 3.74% | $8,510,000 |
| INXN | 3.19% | $7,258,000 |
| MWA | 3.07% | $6,976,000 |
| ONDK | 3.05% | $6,935,000 |
| OPLN | 2.99% | $6,803,000 |
| QRTEAXXXX | 2.90% | $6,600,000 |
| FNFV | 2.53% | $5,745,000 |
| META | 1.88% | $4,272,000 |
| TRIP | 1.61% | $3,648,000 |
| ORLY | 1.56% | $3,554,000 |
| TRK | 1.50% | $3,408,000 |
| RGR | 1.14% | $2,585,000 |
| GOOGL | 0.99% | $2,240,000 |
| GOOG | 0.97% | $2,206,000 |
| HAWK | 0.96% | $2,190,000 |
| WWE | 0.78% | $1,766,000 |
| LVNTA | 0.63% | $1,439,000 |
| LTRPA | 0.54% | $1,235,000 |
| TRVG | 0.48% | $1,085,000 |
| LEXEA | 0.35% | $797,000 |
| TRUP | 0.29% | $660,000 |