Marathon Partners·CIK 1353311
21
Positions
$270.4M
Portfolio Value
46
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2018
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| ELF | 22.73% | $61,469,000 |
| USFD |
17.45% |
| $47,189,000 |
| HDS | 10.38% | $28,076,000 |
| PYPL | 6.45% | $17,450,000 |
| GRUBXXXX | 5.35% | $14,459,000 |
| MAC | 5.28% | $14,285,000 |
| SFLY | 5.11% | $13,813,000 |
| JAX | 4.30% | $11,622,000 |
| EBAY | 3.94% | $10,664,000 |
| ORLY | 3.11% | $8,411,000 |
| ULTA | 2.15% | $5,822,000 |
| INXN | 2.07% | $5,590,000 |
| DG | 1.99% | $5,379,000 |
| CMCSA | 1.83% | $4,955,000 |
| QRTEAXXXX | 1.58% | $4,279,000 |
| META | 1.48% | $3,995,000 |
| OPLN | 1.20% | $3,252,000 |
| WWE | 1.00% | $2,701,000 |
| GOOGL | 0.88% | $2,385,000 |
| GOOG | 0.88% | $2,373,000 |
| ONDK | 0.83% | $2,236,000 |