Marathon Partners discloses updated portfolio positions in 13F filing: New positions in HDS and TAP
Highlights from 2017 Q2 filing as compared to 2017 Q1 filing:
- New positions in: HDS (~0.18 mln shares), TAP (~0.06 mln)
- Increased positions in: USFD (to ~0.55 mln shares from ~0.46 mln shares), SEAS (to ~0.6 mln from ~0.52 mln), TVPT (to ~0.13 mln from ~0.1 mln)
- Maintained positions in: ONDK (~1.45 mln shares), JAX (~0.83 mln shares), MWA (~0.55 mln shares), FNFV (~0.46 mln shares), TRK (~0.35 mln shares)
- Closed positions in: P (from ~0.1 mln shares), DVMT (from ~0.05 mln)
- Decreased positions in: DAR (to ~0.73 mln shares from ~1.08 mln shares), GRUB (to ~0.27 mln from ~0.38 mln), SFLY (to ~0.47 mln from ~0.58 mln), INXN (to ~0.14 mln from ~0.21 mln)