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
| 3 | OPLN | 1.20% | $3,252,000 | ▼ -1.7% |
| 4 | MWA | 1.51% | $3,759,000 | SOLD |
| 5 | MAC | 5.28% | $14,285,000 | ▼ -1.9% |
| 6 | INXN | 2.07% | $5,590,000 | ▼ -1.3% |
| 7 | HAWK | 1.08% | $2,674,000 | SOLD |
| 8 | CNNE | 0.93% | $2,299,000 | SOLD |
| 9 | ONDK | 0.83% | $2,236,000 | ▼ -1% |
| 10 | CMCSA | 1.83% | $4,955,000 | ▼ -0.9% |
| 11 | PYPL | 6.45% | $17,450,000 | ▼ -1.3% |
| 12 | LVNTA | 0.55% | $1,356,000 | SOLD |
| 13 | QRTEAXXXX | 1.58% | $4,279,000 | ▼ -0.6% |
| 14 | USFD | 17.45% | $47,189,000 | ▼ -2% |
| 15 | TRUP | 0.29% | $732,000 | SOLD |
| 16 | ULTA | 2.15% | $5,822,000 | ▼ -0.4% |
| 17 | META | 1.48% | $3,995,000 | ▼ -0.3% |
| 18 | HDS | 10.38% | $28,076,000 | ▼ -1.1% |
| 19 | EBAY | 3.94% | $10,664,000 | ▼ -0.5% |
| 20 | GRUBXXXX | 5.35% | $14,459,000 | ▼ -0.4% |
| 21 | ORLY | 3.11% | $8,411,000 | ▼ -0.2% |
| 22 | GOOGL | 0.88% | $2,385,000 | ▼ -0.1% |
| 23 | GOOG | 0.88% | $2,373,000 | ▼ -0.1% |