Marathon Partners Equity Management’s Carter's CRI Stock Holding History

Marathon Partners Equity Management’s Portfolio CRI Stock Details CRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-15,000	Closed	-$813K	–	20
2024 Q4	$813K	Buy	+15,000	New	+$859K	0.71%	21
2023 Q4	$2.92M	Buy	39,000 +500	+1%	+$34.7K	4.55%	9
2023 Q3	$2.66M	Sell	38,500 -1,500	-4%	-$107K	4.04%	7
2023 Q2	$2.9M	Sell	40,000 -6,000	-13%	-$405K	3.6%	8
2023 Q1	$3.31M	Buy	46,000 +18,500	+67%	+$1.42M	4.29%	7
2022 Q4	$2.05M	Buy	+27,500	New	+$1.97M	3.17%	10

Other funds holding CRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Marathon Partners Equity Management's CRI Position: Q1 2025 in Review

Marathon Partners Equity Management sold out of Carter's (CRI) in Q1 2025, closing a stake of 15,000 shares — an estimated $813K sold.

Marathon Partners Equity Management first reported a position in CRI in Q4 2022 and held it in 6 quarters. The position peaked at $3.31M in Q1 2023. 286 funds tracked by Wall St. Rank hold CRI as of Q1 2025.

Marathon Partners Equity Management reported no remaining Carter's position as of Q1 2025 after selling out during the quarter.
Marathon Partners Equity Management sold 15,000 Carter's shares in Q1 2025, an estimated $813K.
Marathon Partners Equity Management first reported a position in Carter's in Q4 2022 and held it in 6 quarters.
Marathon Partners Equity Management's Carter's position peaked at $3.31M in Q1 2023.
286 funds tracked by Wall St. Rank held Carter's as of Q1 2025.

Based on Marathon Partners Equity Management's 13F filing for Q1 2025, filed 15 May 2025.