Marathon Partners discloses updated portfolio positions in 13F filing: New GPC SANM positions, Added to TPB UBER ATMU
Highlights from Q2 2026 filing as compared to Q1 2026 (all amounts are approximate):
- New: GPC (28K), SANM (1K)
- Increased: TPB (50K from 31K), UBER (149K from 140K, also has calls), ATMU (77K from 75K)
- Maintained: FLEX (13K), GOOG (6K)
- Exited: HSIC (13K), FLUT (10K), SXT (5K), CRCL (3K)
- Decreased: XMTR (113K from 115K), TKO (72K from 73K), RELY (1117K from 1270K, still has calls), LION (125K from 220K, also has calls), CNS (100K from 115K), ATI (6K from 18K)