Marathon Partners Equity Management, LLC In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Marathon Partners Equity Management, LLC reported 16 stock positions worth $87.7 million . Its top holding was Remitly Global (RELY) at 22.7% of the portfolio, followed by Tko (TKO, 16.8% ) and Meta Platforms Class A (META, 16.5% ). Compared with Q4 2025, it opened 2 new positions, sold out of 1, added to 2 and reduced 10. The biggest buy was Cohen & Steers (CNS, shares +53% ) and the biggest sale Henry Schein (HSIC, shares −74% ).
Location New York, NY
CIK 0001353311
Portfolio Value $87.7M (Q1 2026) Holdings 16 stocks · $87.7M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2025 RELY Remitly Global Inc. 1,270,000 $19.9M Reduce -5.0% TKO Tko Group Holdings Inc. 73,000 $14.7M Reduce -13.1% META Meta Platforms Inc. Class A 25,250 $14.4M Reduce -9.8% UBER Uber Technologies Inc. 140,000 $10.1M Reduce -6.7% CNS Cohen & Steers Inc. 114,500 $7.2M Add +52.7% XMTR Xometry Inc. Class A 115,000 $4.7M No change ATMU Atmus Filtration Technologie 75,000 $4.3M Reduce -6.3% TPB Turning Point Brands Inc. 31,000 $2.7M Add +77.1% ATI Ati Inc. 17,500 $2.5M Reduce -12.5% LION Lionsgate Studios Corp. 220,000 $2.1M Reduce -20.0% GOOG Alphabet Inc. Class C 5,750 $1.6M No change FLUT Flutter Entertainment PLC-Di 10,000 $1.0M Reduce -39.4% HSIC Henry Schein Inc. filed as SCHEIN HENRY INC 12,500 $921K Reduce -73.7% FLEX Flex Ltd. filed as FLEXTRONICS INTL LTD 12,500 $818K New SXT Sensient Technologies Corp. 5,000 $432K Reduce -77.8% CRCL Circle Internet Group Inc. 2,500 $239K New
Options reported separately and not counted above: RELY calls ($603K).
Portfolio Sells Q4 2025 → Q1 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▲ HSIC Henry Schein Inc. Reduce -73.7% 1.05% −2.52 FLUT Flutter Entertainment PLC-Di Reduce -39.4% 1.16% −2.37 META Meta Platforms Inc. Class A Reduce -9.8% 16.48% −1.90 SXT Sensient Technologies Corp. Reduce -77.8% 0.49% −1.61 UBER Uber Technologies Inc. Reduce -6.7% 11.49% −0.70 TKO Tko Group Holdings Inc. Reduce -13.1% 16.79% −0.67 EWCZ European Wax Center Inc. Class A Sold out 0.00% −0.36 LION Lionsgate Studios Corp. Reduce -20.0% 2.41% −0.09 ATI Ati Inc. Reduce -12.5% 2.90% +0.62 ATMU Atmus Filtration Technologie Reduce -6.3% 4.86% +0.73 RELY Remitly Global Inc. Reduce -5.0% 22.70% +4.34
Portfolio Buys Q4 2025 → Q1 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▼ CNS Cohen & Steers Inc. Add +52.7% 8.17% +3.49 TPB Turning Point Brands Inc. Add +77.1% 3.07% +1.18 FLEX Flex Ltd. New 0.93% +0.93 CRCL Circle Internet Group Inc. New 0.27% +0.27
Options Activity Q4 2025 → Q1 2026 Security Type Change vs Q4 2025 Underlying Shares Value ▼ RELY Remitly Global Inc. call New 38,500 $603K
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 14 $101.5M RELY, TKO, META, XMTR, UBER Q1 2026 16 $87.7M RELY, TKO, META, UBER, CNS Q4 2025 15 $100.6M META, RELY, TKO, UBER, XMTR Q3 2025 16 $125.3M RELY, TKO, META, UBER, XMTR Q2 2025 15 $110.2M META, TKO, RELY, UBER, XMTR Q1 2025 16 $95.0M RELY, TKO, META, UBER, HSIC Q4 2024 24 $104.0M RELY, META, TKO, XMTR, UBER