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 43
New Positions 4
Increased Positions 11
Decreased Positions 25
Positions with Activity 36
Sold Out Positions 15
Total Mkt Value (in $ millions) 250

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 34.23%
Consumer/Non-Cyclical 3.42%
Energy
Financial 14.41%
Healthcare
Services 36.92%
Technology 2.57%
Transportation
Utilities

43 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SHUTTERFLY INC COM 85,546 11,202 15.07 1,680,000
XOOM CORP COM 28,114 8,377 42.44 1,225,000
WORLD WRESTLING ENTMT INC CL A 16,684 5,784 53.06 1,125,000
EBAY INC COM 16,031 10,575 193.81 285,000
BLACKHAWK NETWORK HLDGS INC CL A 13,570 -420 (3) 485,000
LIBERTY INTERACTIVE CORP INT COM SER A 13,418 New 455,000
EXPEDIA INC DEL COM NEW 9,792 -2,448 (20) 112,000
KAR AUCTION SVCS INC COM 6,773 4,967 275 225,000
CONSTELLATION BRANDS INC CL A 5,932 5,932 New 68,000
OUTERWALL INC COM 4,984 New 82,500
LIBERTY INTERACTIVE CORP LBT VENT COM A 4,818 -1,506 (23.81) 64,000
GREEN DOT CORP CL A 4,241 -2,639 (38.36) 225,000
SAFEWAY INC COM NEW 3,810 New 110,000
ACACIA RESH CORP ACACIA TCH COM 3,654 New 210,000
WESTERN UN CO COM 3,506 -8,765 (71.43) 200,000
DOLLAR GEN CORP NEW COM 3,494 3,494 New 55,000
TIME INC NEW COM 3,479 3,479 New 145,000
VOYA FINL INC COM 3,235 -980 (23.26) 82,500
MONSTER BEVERAGE CORP COM 2,610 New 30,000
SPEEDWAY MOTORSPORTS INC COM 2,590 2,590 New 140,000