# Marathon Partners Equity Management, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1353311. Source: https://holderbook.com/funds/1353311-marathon-partners-equity-management-llc/

- Reported value: $107.2M
- Positions: 14
- Weight of the ten largest: 94.9%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| REMITLY GLOBAL INC | [RELY](https://holderbook.com/stocks/RELY/) | $27.1M | 1,117,000 | 25.3% | 7 |
| TKO GROUP HOLDINGS INC | [TKO](https://holderbook.com/stocks/TKO/) | $14.4M | 71,500 | 13.4% | 9 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $14.1M | 25,000 | 13.1% | 28 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $13.5M | 148,500 | 12.6% | 24 |
| XOMETRY INC | [XMTR](https://holderbook.com/stocks/XMTR/) | $10.9M | 113,000 | 10.2% | 11 |
| COHEN & STEERS INC | [CNS](https://holderbook.com/stocks/CNS/) | $7.6M | 100,000 | 7.1% | 3 |
| TURNING PT BRANDS INC | [TPB](https://holderbook.com/stocks/TPB/) | $4.2M | 49,500 | 3.9% | 7 |
| ATMUS FILTRATION TECHNOLOGIE | [ATMU](https://holderbook.com/stocks/ATMU/) | $3.9M | 77,000 | 3.7% | 7 |
| GENUINE PARTS CO | [GPC](https://holderbook.com/stocks/GPC/) | $3.2M | 27,500 | 3.0% | 1 |
| LIONSGATE STUDIOS CORP | [LION](https://holderbook.com/stocks/LION/) | $2.7M | 125,000 | 2.5% | 5 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $2.0M | 5,750 | 1.9% | 4 |
| FLEX LTD | [FLEX](https://holderbook.com/stocks/FLEX/) | $2.0M | 12,500 | 1.9% | 2 |
| ATI INC | [ATI](https://holderbook.com/stocks/ATI/) | $1.2M | 6,000 | 1.1% | 4 |
| SANMINA CORP | [SANM](https://holderbook.com/stocks/SANM/) | $253.1K | 1,000 | 0.2% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +22.6% | +14.8% | +7.7% | 99% |
| Q1 2026 | -5.5% | -4.6% | -0.9% | 100% |
| Q4 2025 | -2.0% | +2.4% | -4.4% | 90% |
| Q3 2025 | +6.0% | +7.8% | -1.8% | 96% |
| Q2 2025 | +15.1% | +10.5% | +4.7% | 97% |
| Q1 2025 | -5.6% | -4.6% | -1.0% | 90% |
| Q1 2024 | +5.0% | +10.0% | -5.1% | 100% |
| Q4 2023 | +11.2% | +11.2% | +0.0% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $107.2M | 14 |
| Q1 2026 | $88.3M | 16 |
| Q4 2025 | $100.6M | 15 |
| Q3 2025 | $139.0M | 16 |
| Q2 2025 | $115.1M | 15 |
| Q1 2025 | $97.7M | 16 |
| Q4 2024 | $115.1M | 24 |
| Q4 2023 | $64.2M | 20 |
| Q3 2023 | $65.9M | 21 |
| Q2 2023 | $80.7M | 27 |
| Q1 2023 | $77.2M | 29 |
| Q4 2022 | $64.7M | 25 |