MPEM

Marathon Partners Equity Management Portfolio holdings

AUM $110M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.9M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$7.44M
2 +$2.12M
3 +$1.44M
4
JACK icon
Jack in the Box
JACK
+$1.04M
5
FWRD icon
Forward Air
FWRD
+$859K

Top Sells

1 +$9.3M
2 +$2.23M
3 +$2.08M
4
WCC icon
WESCO International
WCC
+$2.01M
5
PRMW
Primo Water Corporation
PRMW
+$1.88M

Sector Composition

1 Communication Services 29.99%
2 Financials 18.63%
3 Technology 13.8%
4 Consumer Discretionary 8.17%
5 Industrials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-25,000
27
-25,000
28
-150,000
29
-11,250
30
-150,000
31
-85,750