Marathon Partners discloses updated portfolio positions in 13F filing: New positions in P and TVPT
Highlights from 2017 Q1 filing as compared to 2016 Q4 filing:
- New positions in: P (~0.1 mln shares), TVPT (~0.1 mln)
- Increased positions in: ONDK (to ~1.51 mln shares from ~1.25 mln shares), USFD (to ~0.46 mln from ~0.38 mln)
- Maintained positions in: DAR (~1.08 mln shares), JAX (~0.79 mln shares), MWA (~0.55 mln shares), SEAS (~0.52 mln shares), FNFV (~0.46 mln shares), TRK (~0.35 mln shares), EBAY (~0.32 mln shares), PYPL (~0.26 mln shares)
- Decreased positions in: GRUB (to ~0.38 mln shares from ~0.55 mln shares), SFLY (to ~0.58 mln from ~0.73 mln), WWE (to ~0.08 mln from ~0.2 mln