Marathon Partners Equity Management’s Jack in the Box JACK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-50,000	Closed	-$2.08M	–	24
2024 Q4	$2.08M	Buy	+50,000	New	+$2.31M	1.81%	11
2023 Q4	$2.24M	Buy	27,500 +12,500	+83%	+$885K	3.5%	10
2023 Q3	$1.04M	Buy	+15,000	New	+$1.28M	1.57%	16
2023 Q2	–	Sell	-12,500	Closed	-$1.09M	–	32
2023 Q1	$1.09M	Hold	12,500	–	–	1.42%	22
2022 Q4	$853K	Buy	+12,500	New	+$961K	1.32%	18

Other funds holding JACK

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCC

Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

IIA

IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return

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

Marathon Partners Equity Management sold out of Jack in the Box (JACK) in Q1 2025, closing a stake of 50,000 shares — an estimated $2.08M sold.

Marathon Partners Equity Management first reported a position in JACK in Q4 2022 and held it in 5 quarters. The position peaked at $2.24M in Q4 2023. 200 funds tracked by Wall St. Rank hold JACK as of Q1 2025.

Marathon Partners Equity Management reported no remaining Jack in the Box position as of Q1 2025 after selling out during the quarter.
Marathon Partners Equity Management sold 50,000 Jack in the Box shares in Q1 2025, an estimated $2.08M.
Marathon Partners Equity Management first reported a position in Jack in the Box in Q4 2022 and held it in 5 quarters.
Marathon Partners Equity Management's Jack in the Box position peaked at $2.24M in Q4 2023.
200 funds tracked by Wall St. Rank held Jack in the Box as of Q1 2025.

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