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
| Ticker | % Portfolio | Value |
|---|---|---|
| USFD | 19.47% | $48,374,000 |
| HDS |
11.44% |
| $28,421,000 |
| SFLY | 8.51% | $21,144,000 |
| PYPL | 7.70% | $19,141,000 |
| MAC | 7.14% | $17,734,000 |
| GRUBXXXX | 5.71% | $14,181,000 |
| EBAY | 4.41% | $10,945,000 |
| DG | 3.84% | $9,534,000 |
| JAX | 3.59% | $8,924,000 |
| INXN | 3.38% | $8,398,000 |
| ORLY | 3.29% | $8,178,000 |
| OPLN | 2.90% | $7,198,000 |
| CMCSA | 2.70% | $6,708,000 |
| ULTA | 2.57% | $6,374,000 |
| QRTEAXXXX | 2.21% | $5,495,000 |
| ONDK | 1.79% | $4,449,000 |
| META | 1.78% | $4,412,000 |
| MWA | 1.51% | $3,759,000 |
| HAWK | 1.08% | $2,674,000 |
| GOOGL | 0.98% | $2,423,000 |
| GOOG | 0.97% | $2,407,000 |
| CNNE | 0.93% | $2,299,000 |
| WWE | 0.92% | $2,294,000 |
| LVNTA | 0.55% | $1,356,000 |
| ELF | 0.36% | $892,000 |
| TRUP | 0.29% | $732,000 |