0000919574-23-003133.txt : 20230515 0000919574-23-003133.hdr.sgml : 20230515 20230512174422 ACCESSION NUMBER: 0000919574-23-003133 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230512 EFFECTIVENESS DATE: 20230515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Marathon Partners Equity Management, LLC CENTRAL INDEX KEY: 0001353311 IRS NUMBER: 000000000 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11767 FILM NUMBER: 23917369 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 03-31-2023 03-31-2023 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 05-12-2023 1 31 77153130 1 0000763311 028-11691 MARATHON PARTNERS L.P. INFORMATION TABLE 2 infotable.xml 1STDIBS COM INC COM 320551104 406925 102500 SH DFND 1 102500 0 0 A-MARK PRECIOUS METALS INC COM 00181T107 866250 25000 SH DFND 1 25000 0 0 ADVISORSHARES TR PURE US CANNABIS 00768Y453 113800 20000 SH DFND 1 20000 0 0 ADVISORSHARES TR PURE US CANNABIS 00768Y453 1138000 200000 SH Call DFND 1 200000 0 0 ALLBIRDS INC COM CL A 01675A109 120000 100000 SH DFND 1 100000 0 0 ALPHABET INC CAP STK CL C 02079K107 1040000 10000 SH DFND 1 10000 0 0 BERRY GLOBAL GROUP INC COM 08579W103 1767000 30000 SH DFND 1 30000 0 0 CARTERS INC COM 146229109 3308320 46000 SH DFND 1 46000 0 0 ENVESTNET INC COM 29404K106 2786825 47500 SH DFND 1 47500 0 0 EVENTBRITE INC COM CL A 29975E109 1287000 150000 SH DFND 1 150000 0 0 FERGUSON PLC NEW SHS G3421J106 1605000 12000 SH DFND 1 12000 0 0 FIGS INC CL A 30260D103 309500 50000 SH DFND 1 50000 0 0 HALEON PLC SPON ADS 405552100 3520550 432500 SH DFND 1 432500 0 0 JACK IN THE BOX INC COM 466367109 1094875 12500 SH DFND 1 12500 0 0 LESLIES INC COM 527064109 1156050 105000 SH DFND 1 105000 0 0 LL FLOORING HOLDINGS INC COM 55003T107 190000 50000 SH DFND 1 50000 0 0 MATCH GROUP INC NEW COM 57667L107 2591325 67500 SH DFND 1 67500 0 0 META PLATFORMS INC CL A 30303M102 7947750 37500 SH DFND 1 37500 0 0 PAYPAL HLDGS INC COM 70450Y103 11087240 146000 SH DFND 1 146000 0 0 PERFORMANCE FOOD GROUP CO COM 71377A103 1508500 25000 SH DFND 1 25000 0 0 PRIMO WATER CORPORATION COM 74167P108 2302500 150000 SH DFND 1 150000 0 0 REMITLY GLOBAL INC COM 75960P104 2415375 142500 SH DFND 1 142500 0 0 SPORTSMANS WHSE HLDGS INC COM 84920Y106 1950400 230000 SH DFND 1 230000 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1014050 8500 SH DFND 1 8500 0 0 TIDEWATER INC NEW COM 88642R109 1102000 25000 SH DFND 1 25000 0 0 UBER TECHNOLOGIES INC COM 90353T100 6831350 215500 SH DFND 1 215500 0 0 VITA COCO CO INC COM 92846Q107 4944240 252000 SH DFND 1 252000 0 0 WESTERN UN CO COM 959802109 1338000 120000 SH DFND 1 120000 0 0 WORLD WRESTLING ENTMT INC CL A 98156Q108 8099325 88750 SH DFND 1 88750 0 0 WORLD WRESTLING ENTMT INC CL A 98156Q108 3011580 33000 SH Put DFND 1 33000 0 0 XOMETRY INC CLASS A COM 98423F109 299400 20000 SH DFND 1 20000 0 0