Marathon Partners discloses updated portfolio positions in 13F filing: New LION AMRK positions, Boosted SXT RELY HSIC XMTR UBER holdings
Highlights from Q1 2025 filing as compared to Q4 2024 (all amounts are approximate):
- New positions in: LION (100K), AMRK (13K)
- Increased positions in: SXT (to 39K from 13K), RELY (to 950K from 925K), HSIC (to 108K from 88K), XMTR (to 265K from 255K), UBER (to 170K from 163K)
- Maintained positions in: TKO (114K), PRMB (38K), META (29K)
- Closed positions in: HLN (from 125K), JACK (from 50K), PTLO (from 35K), RGR (from 33K),
- Decreased positions in: EWCZ (to 225K from 275K), ATMU (to 140K from 145K), TPB (to 23K fom 25K)