MARATHON PARTNERS EQUITY MANAGEMENT, LLC Information

6 EAST 43RD STREET, 23RD FLOOR, NEW YORK, New York, 10017, (212) 490-0399

Report Date: 06/30/2014

Position Statistics

Total Positions 44
New Positions 4
Increased Positions 11
Decreased Positions 26
Positions with Activity 37
Sold Out Positions 15
Total Mkt Value (in $ millions) 244

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates 0%
Consumer Cyclical 33.57%
Consumer/Non-Cyclical 3.54%
Energy
Financial 14.8%
Healthcare
Services 35.85%
Technology 2.64%
Transportation
Utilities

44 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SHUTTERFLY INC COM 82,034 10,743 15.07 1,680,000
XOOM CORP COM 28,396 8,461 42.44 1,225,000
WORLD WRESTLING ENTMT INC CL A 16,650 5,772 53.06 1,125,000
EBAY INC COM 14,709 9,703 193.81 285,000
BLACKHAWK NETWORK HLDGS INC CL A 13,682 -423 (3) 485,000
LIBERTY INTERACTIVE CORP INT COM SER A 13,104 New 455,000
EXPEDIA INC DEL COM NEW 9,656 -2,414 (20) 112,000
KAR AUCTION SVCS INC COM 6,845 5,019 275 225,000
CONSTELLATION BRANDS INC CL A 5,926 5,926 New 68,000
OUTERWALL INC COM 4,912 New 82,500
GREEN DOT CORP CL A 4,154 -2,584 (38.36) 225,000
SAFEWAY INC COM NEW 3,785 New 110,000
ACACIA RESH CORP ACACIA TCH COM 3,614 New 210,000
DOLLAR GEN CORP NEW COM 3,512 3,512 New 55,000
TIME INC NEW COM 3,442 3,442 New 145,000
WESTERN UN CO COM 3,346 -8,365 (71.43) 200,000
VOYA FINL INC COM 3,254 -986 (23.26) 82,500
MONSTER BEVERAGE CORP COM 2,718 New 30,000
SPEEDWAY MOTORSPORTS INC COM 2,503 2,503 New 140,000
LIBERTY INTERACTIVE CORP LBT VENT COM A 2,476 -774 (23.81) 64,000