Marathon Partners Equity Management, LLC

New York, NY · CIK 1353311 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2013 · limited liability company

As an employer

$101.5m reported value +15.8% vs Q1 2026

14positions

94.7%in top 10

2 new 3 added 7 reduced 4 sold out vs Q1 2026

Options: 3 call positions ($5.6m notional), 0 put positions (— notional) – listed below, not included above.

This report includes the holdings of 1 other manager that shares the investment decisions:

Shares in two reports are counted once in each security's totals.

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	REMITLY GLOBAL INC COM RELY	RELY	1,117,000	$25.0m24.66%	24.66%	Reduced -153.0k	-153,000 -12.1%
2	TKO GROUP HOLDINGS INC CL A TKO	TKO	71,500	$14.4m14.18%	14.18%	Reduced -1.5k	-1,500 -2.0%
3	META PLATFORMS INC CL A META	META	25,000	$14.1m13.87%	13.87%	Reduced -250	-250 -1.0%
4	XOMETRY INC CLASS A COM XMTR	XMTR	113,000	$10.9m10.74%	10.74%	Reduced -2.0k	-2,000 -1.7%
5	UBER TECHNOLOGIES INC COM UBER	UBER	148,500	$10.7m10.56%	10.56%	Added +8.5k	+8,500 6.1%
6	COHEN & STEERS INC COM CNS	CNS	100,000	$7.6m7.50%	7.50%	Reduced -14.5k	-14,500 -12.7%
7	TURNING PT BRANDS INC COM TPB	TPB	49,500	$4.2m4.14%	4.14%	Added +18.5k	+18,500 59.7%
8	ATMUS FILTRATION TECHNOLOGIE COM ATMU	ATMU	77,000	$3.9m3.87%	3.87%	Added +2.0k	+2,000 2.7%
9	GENUINE PARTS CO COM GPC	GPC	27,500	$3.2m3.20%	3.20%	New
10	ALPHABET INC CAP STK CL C GOOG	GOOG	5,750	$2.0m2.00%	2.00%	Unchanged
11	FLEX LTD ORD FLEX	FLEX	12,500	$2.0m2.00%	2.00%	Unchanged
12	LIONSGATE STUDIOS CORP COM LION	LION	125,000	$1.9m1.89%	1.89%	Reduced -95.0k	-95,000 -43.2%
13	ATI INC COM ATI	ATI	6,000	$1.2m1.16%	1.16%	Reduced -11.5k	-11,500 -65.7%
14	SANMINA CORPORATION COM SANM	SANM	1,000	$253.1k0.25%	0.25%	New

Security	Ticker	Shares held before	Value then
FLUTTER ENTMT PLC FLUT	FLUT	10,000	$1.0m10.0k shares
HENRY SCHEIN INC HSIC	HSIC	12,500	$921.2k12.5k shares
SENSIENT TECHNOLOGIES CORP SXT	SXT	5,000	$432.2k5.0k shares
CIRCLE INTERNET GROUP INC CRCL	CRCL	2,500	$238.5k2.5k shares

Underlying	Ticker	Type	Shares controlled	Notional	Change
UBER TECHNOLOGIES INC UBER · Call	UBER	Call	38,500	$2.8m38.5k shares	New
REMITLY GLOBAL INC RELY · Call	RELY	Call	93,500	$2.1m93.5k shares	Added
LIONSGATE STUDIOS CORP LION · Call	LION	Call	50,000	$765.5k50.0k shares	New