Marathon Partners·CIK 1353311
25
Positions
$64.7M
Portfolio Value
46
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2022
Portfolio Value Over Time
| 3 | FERGXXXX | 3.73% | $2,412,430 | ▲ +1.7% |
| 4 | COCO | 10.47% | $6,771,800 | ▲ +1.5% |
| 5 | ENV | 1.43% | $925,500 | NEW |
| 6 | BERY | 1.40% | $906,450 | NEW |
| 7 | TTWO | 1.37% | $885,105 | NEW |
| 8 | JACK | 1.32% | $852,875 | NEW |
| 9 | HAS | 1.18% | $762,625 | NEW |
| 10 | TDW | 1.00% | $644,875 | NEW |
| 11 | FIGS | 0.78% | $504,750 | NEW |
| 12 | LEVI | 0.72% | $465,600 | NEW |
| 13 | GOOS | 0.69% | $445,250 | NEW |
| 14 | SGI | 1.99% | $1,287,375 | ▲ +0.6% |
| 15 | LESL | 0.47% | $305,250 | NEW |
| 16 | EB | 1.36% | $879,000 | ▲ +0.3% |
| 17 | BIRDXXXX | 0.19% | $121,000 | NEW |