Marathon Partners Equity Management’s 1stdibs.com DIBS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$761K	Sell	162,500 -37,500	-19%	-$158K	1.19%	17
2023 Q3	$728K	Buy	200,000 +50,000	+33%	+$199K	1.1%	20
2023 Q2	$561K	Buy	150,000 +47,500	+46%	+$181K	0.7%	24
2023 Q1	$407K	Buy	102,500 +52,500	+105%	+$267K	0.53%	26
2022 Q4	$254K	Hold	50,000	–	–	0.39%	26
2022 Q3	$315K	Buy	+50,000	New	+$324K	0.5%	17

Other funds holding DIBS

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

FAM

Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return

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

HFA

Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

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

Marathon Partners Equity Management's DIBS Position: Q4 2023 in Review

Marathon Partners Equity Management reduced its 1stdibs.com (DIBS) stake by 19% in Q4 2023, selling an estimated $158K and leaving 162,500 shares worth $761K. The position accounts for 1.19% of the portfolio, ranked #17.

Marathon Partners Equity Management first reported a position in DIBS in Q3 2022 and has held it in 6 quarters since. 76 funds tracked by Wall St. Rank hold DIBS as of Q4 2023.

Marathon Partners Equity Management held 162,500 shares of 1stdibs.com worth $761K as of Q4 2023.
Marathon Partners Equity Management sold 37,500 1stdibs.com shares in Q4 2023, an estimated $158K.
1stdibs.com made up 1.19% of Marathon Partners Equity Management's portfolio in Q4 2023, its #17 holding.
Marathon Partners Equity Management first reported a position in 1stdibs.com in Q3 2022 and has held it in 6 quarters since.
76 funds tracked by Wall St. Rank held 1stdibs.com as of Q4 2023.

Based on Marathon Partners Equity Management's 13F filing for Q4 2023, filed 14 Feb 2024.