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 31
New Positions 4
Increased Positions 10
Decreased Positions 9
Positions with Activity 19
Sold Out Positions 1
Total Mkt Value (in $ millions) 273

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

Sector Weighting

Basic Materials 1.58%
Capital Goods
Conglomerates
Consumer Cyclical 32.89%
Consumer/Non-Cyclical 5.91%
Energy
Financial 16%
Healthcare
Services 33.53%
Technology 2.19%
Transportation
Utilities

31 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SHUTTERFLY INC COM 89,912 6,543 7.85 1,855,000
XOOM CORP COM 40,679 13,329 48.73 2,350,000
WORLD WRESTLING ENTMT INC CL A 19,493 86 .44 1,130,000
EBAY INC COM 13,427 -6,714 (33.33) 230,000
LIBERTY INTERACTIVE CORP INT COM SER A 13,423 New 455,000
KAR AUCTION SVCS INC COM 12,689 4,292 51.11 340,000
DOLLAR GEN CORP NEW COM 10,817 37 .34 148,000
BLACKHAWK NETWORK HLDGS INC CL A 10,303 -4,880 (32.14) 285,000
CONSTELLATION BRANDS INC CL A 7,887 New 68,000
SPEEDWAY MOTORSPORTS INC COM 4,562 New 200,000
EXPEDIA INC DEL COM NEW 4,332 -2,028 (31.88) 47,000
MUELLER WTR PRODS INC COM SER A 4,315 235 5.75 460,000
MONSTER BEVERAGE CORP COM 4,237 New 30,000
DARLING INGREDIENTS INC COM 4,025 4,025 New 230,000
LIBERTY INTERACTIVE CORP LBT VENT COM A 4,004 -1,149 (22.29) 100,000
HSN INC COM 3,938 New 57,500
TIME INC NEW COM 3,373 New 145,000
KING DIGITAL ENTMT PLC ORD SHS 2,929 2,929 New 195,000
LIBERTY TRIPADVISOR HLDGS INC COM SER A 2,173 New 64,000
TRIPADVISOR INC COM 2,098 New 23,000