13F Filings History of Marathon Partners Equity Management, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$100,572,255
Signature - Title
Mario D. Cibelli - Managing Member
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Marathon Partners Equity Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Marathon Partners Equity Management, LLC reported 15 stock holdings with total value $100,572,255 as of Q4 2025. Top holdings included META, RELY, TKO, UBER, and XMTR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 15 $100,572,255 +$5,528,110 -$27,422,825 -$21,894,715 META, RELY, TKO, UBER, XMTR 13F-HR 13 Feb 2026, 17:50
Q3 2025 16 $125,341,653 +$14,392,288 -$6,104,980 +$8,287,308 RELY, TKO, META, UBER, XMTR 13F-HR 13 Nov 2025, 18:02
Q2 2025 15 $110,200,298 +$3,829,205 -$2,965,073 +$864,132 META, TKO, RELY, UBER, XMTR 13F-HR 13 Aug 2025, 17:39
Q1 2025 16 $95,029,113 +$5,697,215 -$10,055,445 -$4,358,230 RELY, TKO, META, UBER, HSIC 13F-HR 14 May 2025, 18:01
Q4 2024 24 $103,958,896 $0 $0 $0 RELY, META, TKO, XMTR, UBER 13F-HR 13 Feb 2025, 18:17
Q4 2023 20 $64,167,225 +$13,558,240 -$22,874,100 -$9,315,860 TKO, META, XMTR, UBER, PYPL 13F-HR 13 Feb 2024, 18:34
Q3 2023 21 $65,902,925 +$14,640,035 -$27,977,453 -$13,337,418 PYPL, META, TKO, UBER, HLN 13F-HR 13 Nov 2023, 18:51
Q2 2023 27 $79,768,113 +$11,829,415 -$12,846,200 -$1,016,785 PYPL, WWE, UBER, META, COCO 13F-HR 11 Aug 2023, 18:50
Q1 2023 29 $73,003,550 +$19,257,145 -$18,420,660 +$836,485 PYPL, WWE, META, UBER, COCO 13F-HR 12 May 2023, 17:44
Q4 2022 24 $58,055,025 +$13,800,755 -$12,937,915 +$862,840 PYPL, UBER, COCO, WWE, META 13F-HR 13 Feb 2023, 18:58
Q3 2022 15 $58,589,000 +$9,926,816 -$11,155,613 -$1,228,797 UBER, PYPL, WWE, META, COCO 13F-HR 10 Nov 2022, 18:11
Q2 2022 13 $52,909,000 +$8,425,656 -$19,077,876 -$10,652,220 UBER, WWE, PYPL, META, SPWH 13F-HR 12 Aug 2022, 18:59
Q1 2022 12 $83,587,000 +$8,485,739 -$63,889,738 -$55,403,999 UBER, WWE, PYPL, META, IAA 13F-HR 13 May 2022, 19:08
Q4 2021 8 $157,640,000 +$15,744,502 -$25,495,055 -$9,750,553 UBER, META, WWE, JTKWY, PYPL 13F-HR 11 Feb 2022, 19:25
Q3 2021 8 $204,370,000 +$41,323,029 -$28,388,293 +$12,934,736 UBER, META, SFIX, WWE, JTKWY 13F-HR 12 Nov 2021, 18:52
Q2 2021 11 $219,661,000 +$42,737,707 -$38,214,119 +$4,523,588 UBER, META, SFIX, PYPL, WWE 13F-HR 16 Aug 2021, 11:37
Q1 2021 9 $199,281,000 +$23,891,061 -$44,175,518 -$20,284,457 UBER, META, WWE, SFIX, PYPL 13F-HR 14 May 2021, 18:37
Q4 2020 12 $212,183,000 +$24,164,996 -$78,847,052 -$54,682,056 WWE, UBER, META, SFIX, PYPL 13F-HR 12 Feb 2021, 17:37
Q3 2020 10 $213,630,000 +$23,559,477 -$20,819,731 +$2,739,746 ELF, UBER, META, WWE, HDS 13F-HR 13 Nov 2020, 20:40
Q2 2020 10 $197,337,000 +$33,244,552 -$65,704,818 -$32,460,266 ELF, UBER, META, WWE, GRUB 13F-HR 13 Aug 2020, 18:02
Q1 2020 11 $156,748,000 +$38,470,107 -$35,245,214 +$3,224,893 GRUB, HDS, WWE, META, ELF 13F-HR 14 May 2020, 18:26
Q4 2019 11 $217,791,000 +$30,064,025 -$56,583,752 -$26,519,727 ELF, GRUB, HDS, META, PYPL 13F-HR 13 Feb 2020, 17:27
Q3 2019 12 $248,752,000 +$29,999,679 -$27,820,619 +$2,179,060 ELF, HDS, USFD, GRUB, PYPL 13F-HR 13 Nov 2019, 18:10
Q2 2019 15 $239,329,000 +$15,891,584 -$20,013,785 -$4,122,201 ELF, USFD, PYPL, HDS, GRUB 13F-HR 13 Aug 2019, 20:39
Q1 2019 17 $223,937,000 +$25,345,987 -$44,683,682 -$19,337,695 ELF, USFD, HDS, PYPL, META 13F-HR 14 May 2019, 18:21
Q4 2018 17 $212,153,000 +$15,648,336 -$12,766,580 +$2,881,756 USFD, ELF, HDS, PYPL, META 13F-HR 13 Feb 2019, 19:26
Q3 2018 15 $256,299,000 +$11,072,679 -$23,826,302 -$12,753,623 ELF, USFD, HDS, PYPL, GRUB 13F-HR 13 Nov 2018, 17:45
Q2 2018 18 $284,417,000 +$33,969,887 -$23,865,420 +$10,104,467 ELF, USFD, HDS, PYPL, META 13F-HR 13 Aug 2018, 17:43
Q1 2018 21 $267,821,000 +$60,336,187 -$59,891,843 +$444,344 ELF, USFD, HDS, PYPL, GRUB 13F-HR 14 May 2018, 18:20
Q4 2017 26 $248,446,000 +$50,905,682 -$49,407,221 +$1,498,461 USFD, HDS, SFLY, PYPL, MAC 13F-HR 13 Feb 2018, 17:59
Q3 2017 31 $227,284,000 +$37,950,860 -$35,898,865 +$2,051,995 HDS, SFLY, USFD, PYPL, MAC 13F-HR 13 Nov 2017, 19:28
Q2 2017 32 $213,832,000 +$24,689,134 -$34,517,224 -$9,828,090 SFLY, USFD, PYPL, GRUB, DAR 13F-HR 11 Aug 2017, 18:15
Q1 2017 32 $211,681,000 +$15,983,016 -$15,713,211 +$269,805 SFLY, DAR, USFD, GRUB, PYPL 13F-HR 12 May 2017, 17:36
Q4 2016 27 $208,989,000 +$27,313,643 -$22,174,982 +$5,138,661 SFLY, GRUB, DAR, USFD, PYPL 13F-HR 13 Feb 2017, 17:43
Q3 2016 27 $202,328,000 +$13,827,500 -$53,356,665 -$39,529,165 SFLY, GRUB, DAR, PYPL, KAR 13F-HR 10 Nov 2016, 17:59
Q2 2016 27 $236,972,000 +$16,008,816 -$24,141,784 -$8,132,968 SFLY, GRUB, DAR, DG, KAR 13F-HR 12 Aug 2016, 17:39
Q1 2016 26 $239,293,000 +$5,536,482 -$13,096,671 -$7,560,189 SFLY, GRUB, INXN, DAR, DG 13F-HR 16 May 2016, 11:44
Q4 2015 27 $238,666,000 +$19,704,013 -$33,234,051 -$13,530,038 SFLY, GRUB, WWE, INXN, KAR 13F-HR 12 Feb 2016, 18:33
Q3 2015 29 $231,430,000 +$49,094,886 -$34,458,998 +$14,635,888 SFLY, XOOM, WWE, KAR, INXN 13F-HR 13 Nov 2015, 17:53
Q2 2015 27 $246,735,000 +$11,085,074 -$22,827,829 -$11,742,755 SFLY, XOOM, WWE, EBAY, KAR 13F-HR 13 Aug 2015, 18:36
Q1 2015 26 $236,985,000 +$24,780,591 -$44,319,697 -$19,539,106 SFLY, XOOM, WWE, EBAY, KAR 13F-HR 14 May 2015, 18:00
Q4 2014 30 $252,748,000 +$33,802,371 -$18,844,895 +$14,957,476 SFLY, XOOM, WWE, QRTEA, EBAY 13F-HR 13 Feb 2015, 18:36
Q3 2014 27 $248,183,000 +$27,275,824 -$20,798,307 +$6,477,517 SFLY, XOOM, EBAY, WWE, HAWK 13F-HR 14 Nov 2014, 15:20
Q2 2014 28 $233,611,000 +$61,263,051 -$39,730,255 +$21,532,796 SFLY, XOOM, EBAY, HAWK, WWE 13F-HR 13 Aug 2014, 19:07
Q1 2014 37 $219,519,000 +$62,749,529 -$34,989,395 +$27,760,134 SFLY, WWE, XOOM, QRTEA, HAWK 13F-HR 15 May 2014, 11:34
Q4 2013 37 $188,582,000 $0 $0 $0 SFLY, OUTR, WU, WWE, QRTEA 13F-HR 14 Feb 2014, 14:28