Marathon Partners Equity Management, LLC
13F Portfolio Filings
Most recent 13F Q4 2025Notable People Mario CibelliLocation new york, NYCIK 0001353311Alternate names CIBELLI CAPITAL MANAGEMENT LLCAll SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
15 | $100.57M | META, RELY, TKO GROUP HOLDINGS INC, UBER | 13F-HR | Feb 17, 2026 | 000091957426000990 | ||
18 | $139M | RELY, TKO GROUP HOLDINGS INC, META, UBER | 13F-HR | Nov 13, 2025 | 000091957425006796 | ||
18 | $115.11M | META, TKO GROUP HOLDINGS INC, RELY, UBER | 13F-HR | Aug 13, 2025 | 000091957425004636 | ||
18 | $97.66M | RELY, TKO GROUP HOLDINGS INC, META, UBER | 13F-HR | May 14, 2025 | 000091957425003063 | ||
27 | $115.07M | RELY, META, TKO GROUP HOLDINGS INC, XMTR | 13F-HR | Feb 13, 2025 | 000091957425001196 | ||
20 | $64.17M | TKO GROUP HOLDINGS INC, META, XMTR, UBER | 13F-HR | Feb 14, 2024 | 000091957424001139 | ||
21 | $65.9M | PYPL, META, TKO GROUP HOLDINGS INC, UBER | 13F-HR | Nov 14, 2023 | 000091957423006256 | ||
29 | $80.67M | PYPL, WWFA, UBER, META | 13F-HR | Aug 14, 2023 | 000091957423004645 | ||
31 | $77.15M | PYPL, WWFA, META, UBER | 13F-HR | May 15, 2023 | 000091957423003133 | ||
28 | $64.7M | PYPL, UBER, COCO, WWFA | 13F-HR | Feb 14, 2023 | 000091957423001259 | ||
19 | $63.37M | UBER, PYPL, WWFA, META | 13F-HR | Nov 14, 2022 | 000091957422006526 | ||
17 | $61.77M | UBER, WWFA, PYPL, META | 13F-HR | Aug 15, 2022 | 000091957422004916 | ||
17 | $97.92M | UBER, WWFA, PYPL, META | 13F-HR | May 16, 2022 | 000091957422003293 | ||
10 | $193.26M | UBER, META, AMZN, WWFA | 13F-HR | Feb 14, 2022 | 000091957422001076 | ||
11 | $263.3M | UBER, AMZN, META, SFIX | 13F-HR | Nov 15, 2021 | 000091957421006919 | ||
14 | $268.85M | UBER, META, SFIX, AMZN | 13F-HR | Aug 16, 2021 | 000091957421005312 | ||
13 | $239.63M | UBER, META, WWFA, SFIX | 13F-HR | May 17, 2021 | 000091957421003554 | ||
14 | $227.72M | WWFA, UBER, META, SFIX | 13F-HR | Feb 16, 2021 | 000091957421001019 | ||
11 | $217.95M | ELF, UBER, META, WWFA | 13F-HR | Nov 16, 2020 | 000091957420007032 | ||
13 | $216.43M | ELF, UBER, META, WWFA | 13F-HR | Aug 14, 2020 | 000091957420005114 | ||
12 | $159.54M | GRUBHUB INC, HDS, WWFA, META | 13F-HR | May 15, 2020 | 000091957420003432 | ||
12 | $221.02M | ELF, GRUBHUB INC, HDS, META | 13F-HR | Feb 13, 2020 | 000091957420001143 | ||
14 | $264.01M | ELF, HDS, USFD, GRUBHUB INC | 13F-HR | Nov 14, 2019 | 000091957419006973 | ||
16 | $242.15M | ELF, USFD, PYPL, HDS | 13F-HR | Aug 14, 2019 | 000091957419005209 | ||
18 | $226.06M | ELF, USFD, HDS, PYPL | 13F-HR | May 15, 2019 | 000091957419003431 | ||
18 | $213.31M | USFD, ELF, HDS, PYPL | 13F-HR | Feb 14, 2019 | 000091957419001362 | ||
16 | $258M | ELF, USFD, HDS, PYPL | 13F-HR | Nov 14, 2018 | 000091957418007162 | ||
19 | $286.45M | ELF, USFD, HDS, PYPL | 13F-HR | Aug 14, 2018 | 000091957418005334 | ||
22 | $270.41M | ELF, USFD, HDS, PYPL | 13F-HR | May 15, 2018 | 000091957418003560 | ||
26 | $248.45M | USFD, HDS, SFLY, PYPL | 13F-HR | Feb 14, 2018 | 000091957418001284 | ||
31 | $227.28M | HDS, SFLY, USFD, PYPL | 13F-HR | Nov 14, 2017 | 000091957417007852 | ||
33 | $218.19M | SFLY, USFD, PYPL, GRUBHUB INC | 13F-HR | Aug 14, 2017 | 000091957417005998 | ||
32 | $211.68M | SFLY, DAR, USFD, GRUBHUB INC | 13F-HR | May 15, 2017 | 000091957417004021 | ||
28 | $235.4M | SFLY, CMG, GRUBHUB INC, DAR | 13F-HR | Feb 14, 2017 | 000091957417001514 | ||
27 | $202.33M | SFLY, GRUBHUB INC, DAR, PYPL | 13F-HR | Nov 14, 2016 | 000091957416016274 | ||
27 | $236.97M | SFLY, GRUBHUB INC, DAR, DG | 13F-HR | Aug 15, 2016 | 000091957416014657 | ||
26 | $239.29M | SFLY, GRUBHUB INC, INTERXION HOLDING N.V, DAR | 13F-HR | May 16, 2016 | 000091957416013155 | ||
27 | $238.67M | SFLY, GRUBHUB INC, WWFA, INTERXION HOLDING N.V | 13F-HR | Feb 16, 2016 | 000091957416010517 | ||
29 | $231.43M | SFLY, XOOM, WWFA, KAR | 13F-HR | Nov 16, 2015 | 000091957415007939 | ||
27 | $246.74M | SFLY, XOOM, WWFA, EBA | 13F-HR | Aug 14, 2015 | 000091957415005983 | ||
27 | $244M | SFLY, XOOM, WWFA, EBA | 13F-HR | May 15, 2015 | 000091957415004126 | ||
31 | $263.17M | SFLY, XOOM, WWFA, LIBERTY INTERACTIVE CORP | 13F-HR | Feb 17, 2015 | 000091957415001592 | ||
28 | $263.29M | SFLY, XOOM, EBA, WWFA | 13F-HR | Nov 14, 2014 | 000091957414006632 | ||
30 | $249.34M | SFLY, XOOM, EBA, HAWK | 13F-HR | Aug 14, 2014 | 000091957414004475 | ||
37 | $219.52M | SFLY, WWFA, XOOM, LIBERTY INTERACTIVE CORP | 13F-HR | May 15, 2014 | 000091957414003262 | ||
37 | $188.58M | SFLY, 1911688D, W3U, WWFA | 13F-HR | Feb 14, 2014 | 000091957414001737 |