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MPEM

Marathon Partners Equity Management Portfolio holdings

AUM $88.3M
1-Year Est. Return 20.65%
This Fund
S&P 500
This Quarter Est. Return
-11.39%
1 Year Est. Return
+20.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
-$15.3M
Cap. Flow
+$11M
Cap. Flow %
4.74%
Top 10 Hldgs %
73.18%
Holding
31
New
5
Increased
8
Reduced
7
Closed
3

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 24.57%
2 Communication Services 14.38%
3 Consumer Staples 9.47%
4 Financials 6.74%
5 Industrials 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SFLY
1
DELISTED
Shutterfly, Inc.
SFLY
$59.7M 25.8%
1,670,000
XOOM
2
DELISTED
XOOM CORP COM
XOOM
$19.3M 8.33%
775,000
-820,000
-51% -$20.4M
WWE
3
DELISTED
World Wrestling Entertainment
WWE
$16.1M 6.94%
950,000
-310,000
-25% -$5.8M
OPLN
4
Openlane
OPLN
$4.28B
$12.1M 5.22%
898,280
INXN
5
DELISTED
Interxion Holding N.V.
INXN
$11.8M 5.09%
435,000
+260,000
+149% +$7.2M
DAR icon
6
Darling Ingredients
DAR
$9.32B
$11.2M 4.83%
995,000
+250,000
+34% +$3.19M
NDLS icon
7
Noodles & Co
NDLS
$95.1M
$10.8M 4.68%
95,625
+63,125
+194% +$6.88M
DG icon
8
Dollar General
DG
$28.4B
$10.7M 4.63%
148,000
GRUB
9
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
$9.01M 3.89%
+185,000
New +$10.8M
PRKS icon
10
United Parks & Resorts
PRKS
$2.19B
$8.73M 3.77%
490,000
+30,000
+7% +$541K
PYPL icon
11
PayPal
PYPL
$50.3B
$7.14M 3.08%
+230,000
New +$8.24M
TRIP icon
12
TripAdvisor
TRIP
$1.7B
$5.99M 2.59%
95,000
+72,000
+313% +$5.45M
EBAY icon
13
eBay
EBAY
$51.2B
$5.62M 2.43%
230,000
-316,480
-58% -$8.51M
SAH icon
14
Sonic Automotive
SAH
$3.56B
$4.7M 2.03%
+230,000
New +$5.14M
FNFV
15
DELISTED
Fidelity Natl Financial, Inc.
FNFV
$4.39M 1.9%
375,000
LTRPA
16
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
$3.66M 1.58%
165,000
+115,000
+230% +$3.18M
MWA icon
17
Mueller Water Products
MWA
$3.94B
$3.52M 1.52%
460,000
TIME
18
DELISTED
Time Inc.
TIME
$3.33M 1.44%
175,000
+30,000
+21% +$635K
TRK
19
DELISTED
Speedway Motorsports, Inc.
TRK
$3.25M 1.4%
180,000
+50,000
+38% +$1.01M
GOOG icon
20
Alphabet (Google) Class C
GOOG
$4.11T
$3.19M 1.38%
102,000
-10,120
-9% -$311K
QVCGA
21
DELISTED
QVC Group Inc Series A
QVCGA
$3.02M 1.3%
2,369
-1,133
-32% -$1.55M
MLM icon
22
Martin Marietta Materials
MLM
$34.2B
$2.66M 1.15%
17,500
KING
23
DELISTED
KING DIGITAL ENTMT PLC ORD SHS (IRL)
KING
$2.64M 1.14%
195,000
HAWK
24
DELISTED
Blackhawk Network Holdings, Inc. Common Stock
HAWK
$2.54M 1.1%
60,000
-25,000
-29% -$1.06M
META icon
25
Meta Platforms (Facebook)
META
$1.49T
$2.25M 0.97%
25,000

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Marathon Partners Equity Management's Q3 2015 Portfolio in Review

As of Q3 2015, Marathon Partners Equity Management held 31 positions worth $231M, down 6.2% from $247M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Marathon Partners Equity Management deployed $11M of net new capital in Q3 2015, opening 5 new positions and adding to 8 existing holdings. Its largest new stake was Just Eat Takeaway.com N.V. American Depositary Shares: 185,000 shares worth $9.01M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 25% of assets, up from 21% a quarter earlier, followed by Communication Services and Consumer Staples.

On the sell side, the largest reduction was XOOM CORP COM, an estimated $20.4M trimmed.

  • Marathon Partners Equity Management's largest Q3 2015 buy was Just Eat Takeaway.com N.V. American Depositary Shares: 185,000 shares worth $9.01M.
  • Marathon Partners Equity Management added most to Interxion Holding N.V. in Q3 2015, an estimated $7.2M increase.
  • Marathon Partners Equity Management's biggest Q3 2015 reduction was XOOM CORP COM, cutting an estimated $20.4M.
  • Marathon Partners Equity Management fully exited Constellation Brands in Q3 2015, selling an estimated $3.37M.
  • Marathon Partners Equity Management's ten largest holdings make up 73% of its $231M portfolio in Q3 2015.
  • Marathon Partners Equity Management opened 5 new positions and closed 3 in Q3 2015.
  • Marathon Partners Equity Management's portfolio value fell 6.2% quarter-over-quarter to $231M.

Based on Marathon Partners Equity Management's 13F filing for Q3 2015, filed 16 Nov 2015.