Filed: 8/14/2025ACC: 0000919574-25-004636
📋 What this filing means
MARATHON PARTNERS EQUITY MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $115.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$115.11M
Total AUM (reported)
2.47M
Total Shares
Allocation by class
COM$54.44M47.3%
CL A$44.05M38.3%
CLASS A COM$11.71M10.2%
SHS$3.63M3.2%
CLASS A COM SHS$1.11M1.0%
CL A COM$173.5K0.2%
Portfolio Concentration
Top 3$62.43M54.2%
4–10$47.84M41.6%
11–25$4.85M4.2%
Top 3 weight
54.2%
Top 10 weight
95.8%
Voting Authority Distribution
Total shares with voting rights: 2.47M
Sole
Full voting authority
2.47M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other15
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings15
Rows:
TKO GROUP HOLDINGS INC
DFNDShares127.50K
TypeSH
Market value$23.20M
20.15%
Sole
127.50K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares28.25K
TypeSH
Market value$20.85M
18.11%
Sole
28.25K
Shared
0.00
None
0.00
REMITLY GLOBAL INC
DFNDShares979K
TypeSH
Market value$18.38M
15.96%
Sole
979K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
DFNDShares167.50K
TypeSH
Market value$15.63M
13.58%
Sole
167.50K
Shared
0.00
None
0.00
XOMETRY INC
DFNDShares309K
TypeSH
Market value$10.44M
9.07%
Sole
309K
Shared
0.00
None
0.00
HENRY SCHEIN INC
DFNDShares110K
TypeSH
Market value$8.04M
6.98%
Sole
110K
Shared
0.00
None
0.00
ATMUS FILTRATION TECHNOLOGIE
DFNDShares137.50K
TypeSH
Market value$5.01M
4.35%
Sole
137.50K
Shared
0.00
None
0.00
SENSIENT TECHNOLOGIES CORP
DFNDShares42.50K
TypeSH
Market value$4.19M
3.64%
Sole
42.50K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
DFNDShares9.25K
TypeSH
Market value$2.64M
2.30%
Sole
9.25K
Shared
0.00
None
0.00
TURNING PT BRANDS INC
DFNDShares25K
TypeSH
Market value$1.89M
1.65%
Sole
25K
Shared
0.00
None
0.00
LIONSGATE STUDIOS CORP
DFNDShares225K
TypeSH
Market value$1.31M
1.14%
Sole
225K
Shared
0.00
None
0.00
EUROPEAN WAX CTR INC
DFNDShares225K
TypeSH
Market value$1.27M
1.10%
Sole
225K
Shared
0.00
None
0.00
PRIMO BRANDS CORPORATION
DFNDShares37.50K
TypeSH
Market value$1.11M
0.96%
Sole
37.50K
Shared
0.00
None
0.00
AMRIZE LTD
DFNDShares20K
TypeSH
Market value$991.0K
0.86%
Sole
20K
Shared
0.00
None
0.00
PELOTON INTERACTIVE INC
DFNDShares25K
TypeSH
Market value$173.5K
0.15%
Sole
25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TKO GROUP HOLDINGS INCDFND | CL A | 127.50K | SH | $23.20M 20.15% | 127.50K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 28.25K | SH | $20.85M 18.11% | 28.25K | 0.00 | 0.00 |
REMITLY GLOBAL INCDFND | COM | 979K | SH | $18.38M 15.96% | 979K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCDFND | COM | 167.50K | SH | $15.63M 13.58% | 167.50K | 0.00 | 0.00 |
XOMETRY INCDFND | CLASS A COM | 309K | SH | $10.44M 9.07% | 309K | 0.00 | 0.00 |
HENRY SCHEIN INCDFND | COM | 110K | SH | $8.04M 6.98% | 110K | 0.00 | 0.00 |
ATMUS FILTRATION TECHNOLOGIEDFND | COM | 137.50K | SH | $5.01M 4.35% | 137.50K | 0.00 | 0.00 |
SENSIENT TECHNOLOGIES CORPDFND | COM | 42.50K | SH | $4.19M 3.64% | 42.50K | 0.00 | 0.00 |
FLUTTER ENTMT PLCDFND | SHS | 9.25K | SH | $2.64M 2.30% | 9.25K | 0.00 | 0.00 |
TURNING PT BRANDS INCDFND | COM | 25K | SH | $1.89M 1.65% | 25K | 0.00 | 0.00 |
LIONSGATE STUDIOS CORPDFND | COM | 225K | SH | $1.31M 1.14% | 225K | 0.00 | 0.00 |
EUROPEAN WAX CTR INCDFND | CLASS A COM | 225K | SH | $1.27M 1.10% | 225K | 0.00 | 0.00 |
PRIMO BRANDS CORPORATIONDFND | CLASS A COM SHS | 37.50K | SH | $1.11M 0.96% | 37.50K | 0.00 | 0.00 |
AMRIZE LTDDFND | SHS | 20K | SH | $991.0K 0.86% | 20K | 0.00 | 0.00 |
PELOTON INTERACTIVE INCDFND | CL A COM | 25K | SH | $173.5K 0.15% | 25K | 0.00 | 0.00 |