StockDriftsStockDriftsTop 16 Marathon Partners Equity Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RELY | REMITLY GLOBAL INC | 22.7% | 1.27M | $19.9M | -5.05%(-67.50K) | $17.56(+28.64%) | 2026-03-31 | |
| TKO | TKO GROUP HOLDINGS INC | 16.79% | 73.0K | $14.7M | -13.10%(-11.00K) | $91.97(+106.66%) | 2026-03-31 | |
| META | META PLATFORMS INC | 16.48% | 25.3K | $14.4M | -9.82%(-2.75K) | $169.52(+262.33%) | 2026-03-31 | |
| UBER | UBER TECHNOLOGIES INC | 11.49% | 140.0K | $10.1M | -6.67%(-10.00K) | $51.87(+44.75%) | 2026-03-31 | |
| CNS | COHEN & STEERS INC | 8.17% | 114.5K | $7.2M | +52.67%(+39.50K) | $63.67(+12.22%) | 2026-03-31 | |
| XMTR | XOMETRY INC | 5.36% | 115.0K | $4.7M | +0.00%(+0) | $24.02(+258.54%) | 2026-03-31 | |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | 4.86% | 75.0K | $4.3M | -6.25%(-5.00K) | $38.35(+34.64%) | 2026-03-31 | |
| TPB | TURNING PT BRANDS INC | 3.07% | 31.0K | $2.7M | +77.14%(+13.50K) | $72.53(+23.48%) | 2026-03-31 | |
| ATI | ATI INC | 2.9% | 17.5K | $2.5M | -12.50%(-2.50K) | $83.84(+83.95%) | 2026-03-31 | |
| LION | LIONSGATE STUDIOS CORP | 2.41% | 220.0K | $2.1M | -20.00%(-55.00K) | $7.06(+79.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.68% | +80.18% |
| Top 20 Holdings Unweighted | +17.68% | +62.98% |
Sign up free to track Marathon Partners Equity Management Llc, compare funds side by side, and get alerts the moment positions change.