Marathon Partners discloses updated portfolio positions in 13F filing: New CMCSA CNNE ELF positions
Highlights from 2017 Q4 filing as compared to 2017 Q3 filing:
- New positions in: CMCSA (~0.17 mln shares), CNNE (~0.14 mln), ELF (~0.04 mln), ULTA (~0.03 mln)
- Increased positions in: USFD (to ~1.52 mln shares from ~0.63 mln shares), ORLY (to ~0.03 mln from ~0.02 mln)
- Maintained positions in: JAX (~0.92 mln shares), HDS (~0.71 mln shares), SFLY (~0.43 mln shares), EBAY (~0.29 mln shares), MAC (~0.27 mln shares), PYPL (~0.26 mln shares),GRUB (~0.2 mln shares)
- Closed positions in: SEAS (from ~0.8 mln shares), DAR (from ~0.56 mln), TRK (from ~0.16 mln), LTRPA (from ~0.1 mln), TRVG (from ~0.1 mln), TRIP (from ~0.09 mln)
- Decreased positions in: ONDK (to ~0.78 mln shares from ~1.49 mln shares), MWA (to ~0.3 mln from ~0.55 mln), QVCA (to ~0.23 mln from ~0.28 mln