Filed: 2/17/2026ACC: 0000919574-26-000990
📋 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 $100.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$100.57M
Total AUM (reported)
2.37M
Total Shares
Allocation by class
COM$51.98M51.7%
CL A$36.04M35.8%
CLASS A COM$7.20M7.2%
SHS$3.55M3.5%
CAP STK CL C$1.80M1.8%
Portfolio Concentration
Top 3$54.50M54.2%
4–10$37.61M37.4%
11–25$8.47M8.4%
Top 3 weight
54.2%
Top 10 weight
91.6%
Voting Authority Distribution
Total shares with voting rights: 2.37M
Sole
Full voting authority
2.37M
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:
META PLATFORMS INC
DFNDShares28K
TypeSH
Market value$18.48M
18.38%
Sole
28K
Shared
0.00
None
0.00
REMITLY GLOBAL INC
DFNDShares1.34M
TypeSH
Market value$18.46M
18.35%
Sole
1.34M
Shared
0.00
None
0.00
TKO GROUP HOLDINGS INC
DFNDShares84K
TypeSH
Market value$17.56M
17.46%
Sole
84K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
DFNDShares150K
TypeSH
Market value$12.26M
12.19%
Sole
150K
Shared
0.00
None
0.00
XOMETRY INC
DFNDShares115K
TypeSH
Market value$6.84M
6.80%
Sole
115K
Shared
0.00
None
0.00
COHEN & STEERS INC
DFNDShares75K
TypeSH
Market value$4.71M
4.68%
Sole
75K
Shared
0.00
None
0.00
ATMUS FILTRATION TECHNOLOGIE
DFNDShares80K
TypeSH
Market value$4.15M
4.13%
Sole
80K
Shared
0.00
None
0.00
HENRY SCHEIN INC
DFNDShares47.50K
TypeSH
Market value$3.59M
3.57%
Sole
47.50K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
DFNDShares16.50K
TypeSH
Market value$3.55M
3.53%
Sole
16.50K
Shared
0.00
None
0.00
LIONSGATE STUDIOS CORP
DFNDShares275K
TypeSH
Market value$2.51M
2.50%
Sole
275K
Shared
0.00
None
0.00
ATI INC
DFNDShares20K
TypeSH
Market value$2.30M
2.28%
Sole
20K
Shared
0.00
None
0.00
SENSIENT TECHNOLOGIES CORP
DFNDShares22.50K
TypeSH
Market value$2.11M
2.10%
Sole
22.50K
Shared
0.00
None
0.00
TURNING PT BRANDS INC
DFNDShares17.50K
TypeSH
Market value$1.90M
1.89%
Sole
17.50K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares5.75K
TypeSH
Market value$1.80M
1.79%
Sole
5.75K
Shared
0.00
None
0.00
EUROPEAN WAX CTR INC
DFNDShares100K
TypeSH
Market value$360.0K
0.36%
Sole
100K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCDFND | CL A | 28K | SH | $18.48M 18.38% | 28K | 0.00 | 0.00 |
REMITLY GLOBAL INCDFND | COM | 1.34M | SH | $18.46M 18.35% | 1.34M | 0.00 | 0.00 |
TKO GROUP HOLDINGS INCDFND | CL A | 84K | SH | $17.56M 17.46% | 84K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCDFND | COM | 150K | SH | $12.26M 12.19% | 150K | 0.00 | 0.00 |
XOMETRY INCDFND | CLASS A COM | 115K | SH | $6.84M 6.80% | 115K | 0.00 | 0.00 |
COHEN & STEERS INCDFND | COM | 75K | SH | $4.71M 4.68% | 75K | 0.00 | 0.00 |
ATMUS FILTRATION TECHNOLOGIEDFND | COM | 80K | SH | $4.15M 4.13% | 80K | 0.00 | 0.00 |
HENRY SCHEIN INCDFND | COM | 47.50K | SH | $3.59M 3.57% | 47.50K | 0.00 | 0.00 |
FLUTTER ENTMT PLCDFND | SHS | 16.50K | SH | $3.55M 3.53% | 16.50K | 0.00 | 0.00 |
LIONSGATE STUDIOS CORPDFND | COM | 275K | SH | $2.51M 2.50% | 275K | 0.00 | 0.00 |
ATI INCDFND | COM | 20K | SH | $2.30M 2.28% | 20K | 0.00 | 0.00 |
SENSIENT TECHNOLOGIES CORPDFND | COM | 22.50K | SH | $2.11M 2.10% | 22.50K | 0.00 | 0.00 |
TURNING PT BRANDS INCDFND | COM | 17.50K | SH | $1.90M 1.89% | 17.50K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 5.75K | SH | $1.80M 1.79% | 5.75K | 0.00 | 0.00 |
EUROPEAN WAX CTR INCDFND | CLASS A COM | 100K | SH | $360.0K 0.36% | 100K | 0.00 | 0.00 |