The Analysis of Marathon Partners Equity Management, LLC's Holdings

Currently, Marathon Partners Equity Management, LLC holds 16 types of securities in its portfolio with a total value $125.3M. In the most recent quarter, they have increased their positions in RELY (+462.5K shares, valued at $7.5M), ATI (+27.5K shares, valued at $2.2M), GOOG (+8.3K shares, valued at $2.0M); decreased their positions in HSIC (-32.5K shares, valued at $2.2M), ATMU (-25.0K shares, valued at $1.1M), EWCZ (-100.0K shares, valued at $399.0K); initiated new positions in ATI (+27.5K shares, valued at $2.2M), GOOG (+8.3K shares, valued at $2.0M), LNW (+12.5K shares, valued at $1.0M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

RELY REMITLY GLOBAL INC1.4M shares50.00%2025-09-302025-11-14

TKO TKO GROUP HOLDINGS INC110.0K shares-0.90%2025-09-302025-11-14

META META PLATFORMS INC28.0K shares-0.88%2025-09-302025-11-14

UBER UBER TECHNOLOGIES INC165.0K shares-1.49%2025-09-302025-11-14

XMTR XOMETRY INC277.5K shares-1.77%2025-09-302025-11-14

HSIC HENRY SCHEIN INC77.5K shares-29.55%2025-09-302025-11-14

ATMU ATMUS FILTRATION TECHNOLOGIE112.5K shares-18.18%2025-09-302025-11-14

SXT SENSIENT TECHNOLOGIES CORP40.0K shares-5.88%2025-09-302025-11-14

Sponsored

FLUT FLUTTER ENTMT PLC13.8K shares48.65%2025-09-302025-11-14

TPB TURNING PT BRANDS INC25.0K shares0.00%2025-09-302025-11-14

ATI ATI INC27.5K sharesnew addition2025-09-302025-11-14

GOOG ALPHABET INC8.3K sharesnew addition2025-09-302025-11-14

LION2 LIONSGATE STUDIOS CORP250.0K shares11.11%2025-09-302025-11-14

AMRZ AMRIZE LTD25.0K shares25.00%2025-09-302025-11-14

LNW LIGHT & WONDER INC12.5K sharesnew addition2025-09-302025-11-14

EWCZ EUROPEAN WAX CTR INC125.0K shares-44.44%2025-09-302025-11-14