Marathon Partners discloses updated portfolio positions in 13F filing: TRVG ORLY new positions; HDS SEAS MAC increased positions; TVPT TAP CMG closed positions
Marathon Partners discloses updated portfolio positions in 13F filing: Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: TRVG (~0.1 mln shares), ORLY (~0.02 mln)
- Increased positions in: HDS (to ~0.71 mln shares from ~0.18 mln shares),SEAS (to ~0.8 mln from ~0.6 mln), MAC (to ~0.29 mln from ~0.17 mln), JAX(to ~0.93 mln from ~0.83 mln), USFD (to ~0.63 mln from ~0.55 mln)
- Maintained positions in: ONDK (~1.49 mln shares), MWA (~0.55 mln shares), EBAY (~0.29 mln shares), PYPL (~0.26 mln shares)
- Closed positions in: TVPT (from ~0.13 mln shares), TAP (from ~0.06 mln),CMG (from ~0.02 mln)
- Decreased positions in: TRK (to ~0.16 mln shares from ~0.35 mln shares),DAR (to ~0.56 mln from ~0.73 mln), FNFV (to ~0.34 mln from ~0.46 mln),QVCA (to ~0.28 mln from ~0.35 mln), GRUB (to ~0.21 mln from ~0.27 mln),SFLY (to ~0.41 mln from ~0.47 mln)