Marathon Partners·CIK 1353311
26
Positions
$248.4M
Portfolio Value
46
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2017
Portfolio Value Over Time
| 3 | ULTA | 2.57% | $6,374,000 | NEW |
| 4 | ORLY | 3.29% | $8,178,000 | ▲ +1.7% |
| 5 | GRUBXXXX | 5.71% | $14,181,000 | ▲ +0.8% |
| 6 | PYPL | 7.70% | $19,141,000 | ▲ +0.5% |
| 7 | HDS | 11.44% | $28,421,000 | ▲ +0.2% |
| 8 | CNNE | 0.93% | $2,299,000 | NEW |
| 9 | MAC | 7.14% | $17,734,000 | ▲ +0.3% |
| 10 | INXN | 3.38% | $8,398,000 | ▲ +0.2% |
| 11 | DG | 3.84% | $9,534,000 | ▲ +0.1% |
| 12 | ELF | 0.36% | $892,000 | NEW |
| 13 | WWE | 0.92% | $2,294,000 | ▲ +0.1% |
| 14 | HAWK | 1.08% | $2,674,000 | ▲ +0.1% |