0000919574-24-001139.txt : 20240214 0000919574-24-001139.hdr.sgml : 20240214 20240213183410 ACCESSION NUMBER: 0000919574-24-001139 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240213 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Marathon Partners Equity Management, LLC CENTRAL INDEX KEY: 0001353311 ORGANIZATION NAME: IRS NUMBER: 000000000 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11767 FILM NUMBER: 24630784 BUSINESS ADDRESS: STREET 1: ONE GRAND CENTRAL PLACE STREET 2: 60 EAST 42ND STREET, SUITE 755 CITY: NEW YORK STATE: NY ZIP: 10165 BUSINESS PHONE: 212-490-0399 MAIL ADDRESS: STREET 1: ONE GRAND CENTRAL PLACE STREET 2: 60 EAST 42ND STREET, SUITE 755 CITY: NEW YORK STATE: NY ZIP: 10165 FORMER COMPANY: FORMER CONFORMED NAME: MARATHON PARTNERS EQUITY MANAGEMENT, LLC DATE OF NAME CHANGE: 20140513 FORMER COMPANY: FORMER CONFORMED NAME: CIBELLI CAPITAL MANAGEMENT LLC DATE OF NAME CHANGE: 20060405 FORMER COMPANY: FORMER CONFORMED NAME: Cibelli Capital Management LLC DATE OF NAME CHANGE: 20060214 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001353311 XXXXXXXX 12-31-2023 12-31-2023 false Marathon Partners Equity Management, LLC

One Grand Central Place 60 East 42nd Street, Suite 755 New York NY 10165

13F HOLDINGS REPORT 028-11767 000161095 801-78283 N Mario D. Cibelli 212-490-0399 /s/ Mario D. Cibelli New York NY 02-13-2024 1 20 64167225 1 0000763311 028-11691 MARATHON PARTNERS L.P. INFORMATION TABLE 2 infotable.xml 1STDIBS COM INC COM 320551104 760500 162500 SH DFND 1 162500 0 0 A-MARK PRECIOUS METALS INC COM 00181T107 1285625 42500 SH DFND 1 42500 0 0 ADVISORSHARES TR PURE US CANNABIS 00768Y453 3624170 517000 SH DFND 1 517000 0 0 BERRY GLOBAL GROUP INC COM 08579W103 1684750 25000 SH DFND 1 25000 0 0 BRILLIANT EARTH GROUP INC CL A COM 109504100 930000 250000 SH DFND 1 250000 0 0 CARTERS INC COM 146229109 2920710 39000 SH DFND 1 39000 0 0 EVENTBRITE INC COM CL A 29975E109 3344000 400000 SH DFND 1 400000 0 0 HALEON PLC SPON ADS 405552100 3909250 475000 SH DFND 1 475000 0 0 INNOVATIVE SOLUTIONS & SUPPO COM 45769N105 106625 12500 SH SOLE 12500 0 0 JACK IN THE BOX INC COM 466367109 2244825 27500 SH DFND 1 27500 0 0 LAMB WESTON HLDGS INC COM 513272104 1351125 12500 SH DFND 1 12500 0 0 META PLATFORMS INC CL A 30303M102 10264840 29000 SH DFND 1 29000 0 0 PAYPAL HLDGS INC COM 70450Y103 4912800 80000 SH DFND 1 80000 0 0 PRIMO WATER CORPORATION COM 74167P108 752500 50000 SH DFND 1 50000 0 0 TIDEWATER INC NEW COM 88642R109 1802750 25000 SH DFND 1 25000 0 0 TKO GROUP HOLDINGS INC CL A 87256C101 10605400 130000 SH DFND 1 130000 0 0 UBER TECHNOLOGIES INC COM 90353T100 4925600 80000 SH DFND 1 80000 0 0 VITA COCO CO INC COM 92846Q107 1218375 47500 SH DFND 1 47500 0 0 WORTHINGTON ENTERPRISES INC COM 981811102 143875 2500 SH SOLE 2500 0 0 XOMETRY INC CLASS A COM 98423F109 7379505 205500 SH DFND 1 205500 0 0