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Mario D. Cibelli

Marathon Partners Equity Management, Llc

Assets Managed
$88.282M
Holdings
16
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
-12.21%(2Q avg: -19.93%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Marathon Partners Equity Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 16 positions.

Assets under management

The assets under management (AUM) of Marathon Partners Equity Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 88.282M in assets, with a quarterly growth rate of -12.21% and a 2-quarter average growth rate of -19.93%. The portfolio is managed by Mario D. Cibelli, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
RELY
Remitly Global Inc
Recent Activity
Decreased -2.16%
23.23%
$20.504M
1.308M shares@ $15.67 avg price
TKO
Tko Group Holdings Inc
Recent Activity
Decreased -13.09%
16.68%
$14.72M
73,000 shares@ $201.65 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -9.82%
16.37%
$14.446M
25,250 shares@ $572.14 avg price
UBER
Uber Technologies Inc
Recent Activity
Decreased -6.66%
11.41%
$10.07M
140,000 shares@ $71.93 avg price
CNS
Cohen & Steers Inc
Recent Activity
Increased 52.67%
8.12%
$7.162M
114,500 shares@ $62.55 avg price
XMTR
Xometry Inc-a
Recent Activity
5.32%
$4.697M
115,000 shares@ $40.84 avg price
ATMU
Atmus Filtration Technologie
Recent Activity
Decreased -6.25%
4.83%
$4.258M
75,000 shares@ $56.77 avg price
TPB
Turning Point Brands Inc
Recent Activity
Increased 77.15%
3.05%
$2.69M
31,000 shares@ $86.79 avg price
ATI
Ati Inc
Recent Activity
Decreased -12.5%
2.89%
$2.546M
17,500 shares@ $145.46 avg price
LION
Lionsgate Studios Corp
Recent Activity
Decreased -20%
2.39%
$2.11M
220,000 shares@ $9.59 avg price

1-10 of 16