MARATHON PARTNERS EQUITY MANAGEMENT, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 30
New Positions 1
Increased Positions 7
Decreased Positions 9
Positions with Activity 16
Sold Out Positions 3
Total Mkt Value (in $ millions) 245

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

Sector Weighting

Basic Materials 1.82%
Capital Goods
Conglomerates
Consumer Cyclical 30.23%
Consumer/Non-Cyclical 4.14%
Energy
Financial 12.97%
Healthcare
Services 37.98%
Technology 2.44%
Transportation
Utilities

30 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SHUTTERFLY INC COM 73,960 1,720 2.38 1,720,000
XOOM CORP COM 28,013 6,294 28.98 1,580,000
EBAY INC COM 19,679 3,422 21.05 345,000
BLACKHAWK NETWORK HLDGS INC CL A 16,804 -2,601 (13.4) 420,000
WORLD WRESTLING ENTMT INC CL A 14,096 New 1,125,000
LIBERTY INTERACTIVE CORP INT COM SER A 13,336 New 455,000
DOLLAR GEN CORP NEW COM 10,237 6,420 168.18 147,500
KAR AUCTION SVCS INC COM 7,877 New 225,000
CONSTELLATION BRANDS INC CL A 6,796 New 68,000
EXPEDIA INC DEL COM NEW 6,162 -3,840 (38.39) 69,000
LIBERTY INTERACTIVE CORP LBT VENT COM A 4,832 New 128,687
SPEEDWAY MOTORSPORTS INC COM 4,494 1,348 42.86 200,000
MUELLER WTR PRODS INC COM SER A 4,463 4,463 New 435,000
HSN INC COM 4,369 2,090 91.67 57,500
ACACIA RESH CORP ACACIA TCH COM 3,721 -91 (2.38) 205,000
OUTERWALL INC COM 3,634 -2,362 (39.39) 50,000
TIME INC NEW COM 3,622 New 145,000
MONSTER BEVERAGE CORP COM 3,345 New 30,000
PETSMART INC COM 2,436 New 30,000
VOYA FINL INC COM 2,154 -1,400 (39.39) 50,000


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