MARATHON PARTNERS EQUITY MANAGEMENT, LLC Information

ONE GRAND CENTRAL PLACE, NEW YORK, New York, 10165, (212) 490-0399

Report Date: 12/31/2014

Position Statistics

Total Positions 30
New Positions 4
Increased Positions 10
Decreased Positions 8
Positions with Activity 18
Sold Out Positions 1
Total Mkt Value (in $ millions) 258

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

Sector Weighting

Basic Materials 1.79%
Capital Goods
Conglomerates
Consumer Cyclical 32.96%
Consumer/Non-Cyclical 5.89%
Energy
Financial 15.3%
Healthcare
Services 33.44%
Technology 2.24%
Transportation
Utilities

30 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SHUTTERFLY INC COM 85,052 6,190 7.85 1,855,000
XOOM CORP COM 36,754 12,043 48.73 2,350,000
WORLD WRESTLING ENTMT INC CL A 15,639 69 .44 1,130,000
LIBERTY INTERACTIVE CORP INT COM SER A 13,099 New 455,000
EBAY INC COM 12,832 -6,416 (33.33) 230,000
KAR AUCTION SVCS INC COM 12,675 4,287 51.11 340,000
DOLLAR GEN CORP NEW COM 11,014 37 .34 148,000
BLACKHAWK NETWORK HLDGS INC CL A 10,220 -4,841 (32.14) 285,000
CONSTELLATION BRANDS INC CL A 7,887 New 68,000
SPEEDWAY MOTORSPORTS INC COM 5,050 New 200,000
MUELLER WTR PRODS INC COM SER A 4,623 251 5.75 460,000
EXPEDIA INC DEL COM NEW 4,516 -2,114 (31.88) 47,000
LIBERTY INTERACTIVE CORP LBT VENT COM A 4,251 -1,219 (22.29) 100,000
MONSTER BEVERAGE CORP COM 4,107 New 30,000
HSN INC COM 3,692 New 57,500
KING DIGITAL ENTMT PLC ORD SHS 3,356 3,356 New 195,000
TIME INC NEW COM 3,290 New 145,000
DARLING INGREDIENTS INC COM 3,215 3,215 New 230,000
FACEBOOK INC CL A 2,019 New 25,000
LIBERTY TRIPADVISOR HLDGS INC COM SER A 1,949 New 64,000


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