MARATHON PARTNERS EQUITY MANAGEMENT, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 33
New Positions 4
Increased Positions 8
Decreased Positions 13
Positions with Activity 21
Sold Out Positions 6
Total Mkt Value (in $ millions) 263

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

Sector Weighting

Basic Materials 1.47%
Capital Goods 1.05%
Conglomerates 2.52%
Consumer Cyclical 32.53%
Consumer/Non-Cyclical 4.67%
Energy
Financial 21.36%
Healthcare
Services 26.37%
Technology 2.3%
Transportation
Utilities

33 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SHUTTERFLY INC COM 85,688 914 1.08 1,875,000
XOOM CORP COM 49,407 -9,085 (15.53) 1,985,000
WORLD WRESTLING ENTMT INC CL A 20,765 2,142 11.50 1,260,000
KAR AUCTION SVCS INC COM 13,121 New 340,000
DOLLAR GEN CORP NEW COM 11,702 New 148,000
DARLING INGREDIENTS INC COM 8,857 5,883 197.83 685,000
PAYPAL HLDGS INC COM 8,729 New 230,000
LIBERTY INTERACTIVE CORP QVC GP COM SER A 6,705 -6,277 (48.35) 235,000
SEAWORLD ENTMT INC COM 6,649 6,649 New 375,000
EBAY INC COM 6,613 New 230,000
FIDELITY NATIONAL FINANCIAL IN FNFV GROUP COM 5,636 5,636 New 375,000
SPEEDWAY MOTORSPORTS INC COM 4,102 New 200,000
MUELLER WTR PRODS INC COM SER A 3,882 New 460,000
BLACKHAWK NETWORK HLDGS INC COM 3,820 -10,336 (73.02) 85,000
CONSTELLATION BRANDS INC CL A 3,440 -4,627 (57.35) 29,000
TIME INC NEW COM 3,229 New 145,000
KING DIGITAL ENTMT PLC ORD SHS 3,095 New 195,000
MARTIN MARIETTA MATLS INC COM 2,754 2,754 New 17,500
FACEBOOK INC CL A 2,425 New 25,000
LIBERTY INTERACTIVE CORP LBT VENT COM A 2,374 -1,583 (40) 60,000


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