MARATHON PARTNERS EQUITY MANAGEMENT, LLC

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Marathon Partners Equity Management is based out of New York. Marathon Partners Equity Management is a hedge fund with 4 clients and discretionary assets under management (AUM) of $329,993,073 (Form ADV from 2021-03-31). Their last reported 13F filing for Q4 2020 included $227,720,000 in managed 13F securities and a top 10 holdings concentration of 96.96%. Marathon Partners Equity Management's largest holding is World Wrestling Entertainment Inc with shares held of 1,050,000. Marathon Partners Equity Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 29 13F filings, 27 13D filings, and 4 13G filings

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12/31/2020

13F Activity

  • Market Value $227.72 Million
  • Prior Market Value $217.947 Million
  • New Purchases5 stocks
  • Additional Purchases3 stocks
  • Sold out of2 stocks
  • Reduced holdings in4 stocks
  • Top 10 Holdings % 96.96 %
  • Turnover % [1]:50.00%
  • Turnover Alt % [2]: 14.84 %
  • Time Held Top20:6.07 quarters
  • Time Held Top10:7.10 quarters
  • Time Held All:8.64 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

12/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-02-16

Performance for Q4 2020: 34.25%
Performance Last 4 Quarters: 62.92%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Managers

Subsidiaries/Managers included in latest 13F
Name
MARATHON PARTNERS L.P.

View Last Form Adv Compilation Report on Record

MARATHON PARTNERS EQUITY MANAGEMENT, LLC
Classified as Hedge Fund
ONE GRAND CENTRAL PLACE 60 EAST 42ND STREET, SUITE 2306
NEW YORK NY    10165
Country: United States

Business Phone: 212-490-0399
Fax: 212-937-3115
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 6
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 273,222,000
Total Number of Clients: 4
Amount of client funds and securities by related persons: 56,770,600
Total Number of clients from related persons: 3
Disclosures:
Data above was derived from SEC filings.

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Insider Transactions in the past year

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MARATHON PARTNERS EQUITY MANAGEMENT, LLC

ownership team - last updated 2021-03-31
Name Title Start Date Direct/Indirect % Ownership
CIBELLI, MARIO, DAVID MANAGING MEMBER 01/01/2001 Direct 75% or more
Fund Name Position direct/indirect start date end date
CIBELLI MANAGEMENT LLC 100% OWNER OF APPLICANT direct 2001-01-01
CIBELLI CAPITAL MANAGEMENT LLC MANAGING MEMBER, 100% EQUITY OWNER direct 2001-01-01
MARATHON PARTNERS EQUITY MANAGEMENT, LLC MANAGING MEMBER direct 2001-01-01
HIDY, ERIC, RICHMOND CCO, CFO, COO 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
CIBELLI MANAGEMENT LLC HEAD OF OPERATIONS direct 2005-04-01
CIBELLI CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2005-04-01
MARATHON PARTNERS EQUITY MANAGEMENT, LLC CCO, CFO, COO direct 2006-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
MARATHON PARTNERS LUX FUND, L.P. United States 805-5334541768 Hedge Fund 1,183,236 250,000
MARATHON PARTNERS LP United States 805-5267951141 Hedge Fund 273,222,490 2,000,000
MARATHON FOCUS FUND L.P. United States 805-1025276702 Hedge Fund 35,429,137 500,000
MARATHON PARTNERS MXN FUND LP United States 805-4032727949 Hedge Fund 20,158,210 250,000

MARATHON PARTNERS EQUITY MANAGEMENT, LLC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
MARATHON PARTNERS LUX FUND, L.P. United States 805-5334541768 Hedge Fund 12,878,805 250,000
MARATHON PARTNERS LP United States 805-5267951141 Hedge Fund 243,215,423 2,000,000
MARATHON FOCUS FUND L.P. United States 805-1025276702 Hedge Fund 28,189,274 500,000

MARATHON PARTNERS EQUITY MANAGEMENT, LLC

ownership team - last updated 2019-04-30
Name Title Start Date Direct/Indirect % Ownership
CIBELLI, MARIO, DAVID MANAGING MEMBER 01/01/2001 Direct 75% or more
Fund Name Position direct/indirect start date end date
CIBELLI MANAGEMENT LLC 100% OWNER OF APPLICANT direct 2001-01-01
CIBELLI CAPITAL MANAGEMENT LLC MANAGING MEMBER, 100% EQUITY OWNER direct 2001-01-01
MARATHON PARTNERS EQUITY MANAGEMENT, LLC MANAGING MEMBER direct 2001-01-01
HIDY, ERIC, RICHMOND CCO, CFO, COO 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
CIBELLI MANAGEMENT LLC HEAD OF OPERATIONS direct 2005-04-01
CIBELLI CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2005-04-01
MARATHON PARTNERS EQUITY MANAGEMENT, LLC CCO, CFO, COO direct 2006-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
MARATHON PARTNERS LP United States 805-5267951141 Hedge Fund 197,277,948 2,000,000
MARATHON FOCUS FUND L.P. United States 805-1025276702 Hedge Fund 24,496,863 500,000
MARATHON PARTNERS LUX FUND, L.P. United States 805-5334541768 Hedge Fund 6,994,149 250,000

MARATHON PARTNERS EQUITY MANAGEMENT, LLC

ownership team - last updated 2019-03-21
Name Title Start Date Direct/Indirect % Ownership
CIBELLI, MARIO, DAVID MANAGING MEMBER 01/01/2001 Direct 75% or more
Fund Name Position direct/indirect start date end date
CIBELLI MANAGEMENT LLC 100% OWNER OF APPLICANT direct 2001-01-01
CIBELLI CAPITAL MANAGEMENT LLC MANAGING MEMBER, 100% EQUITY OWNER direct 2001-01-01
MARATHON PARTNERS EQUITY MANAGEMENT, LLC MANAGING MEMBER direct 2001-01-01
HIDY, ERIC, RICHMOND CCO, CFO, COO 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
CIBELLI MANAGEMENT LLC HEAD OF OPERATIONS direct 2005-04-01
CIBELLI CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2005-04-01
MARATHON PARTNERS EQUITY MANAGEMENT, LLC CCO, CFO, COO direct 2006-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
MARATHON PARTNERS LP United States 805-5267951141 Hedge Fund 197,277,948 2,000,000
MARATHON FOCUS FUND L.P. United States 805-1025276702 Hedge Fund 24,496,863 500,000
MARATHON PARTNERS LUX FUND, L.P. United States 805-5334541768 Hedge Fund 6,994,149 250,000

MARATHON PARTNERS EQUITY MANAGEMENT, LLC

ownership team - last updated 2017-02-06
Name Title Start Date Direct/Indirect % Ownership
CIBELLI, MARIO, DAVID MANAGING MEMBER 01/01/2001 Direct 75% or more
Fund Name Position direct/indirect start date end date
CIBELLI MANAGEMENT LLC 100% OWNER OF APPLICANT direct 2001-01-01
CIBELLI CAPITAL MANAGEMENT LLC MANAGING MEMBER, 100% EQUITY OWNER direct 2001-01-01
MARATHON PARTNERS EQUITY MANAGEMENT, LLC MANAGING MEMBER direct 2001-01-01
HIDY, ERIC, RICHMOND CCO, CFO, COO 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
CIBELLI MANAGEMENT LLC HEAD OF OPERATIONS direct 2005-04-01
CIBELLI CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2005-04-01
MARATHON PARTNERS EQUITY MANAGEMENT, LLC CCO, CFO, COO direct 2006-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
MARATHON PARTNERS LP United States 805-5267951141 Hedge Fund 241,741,000 2,000,000
MARATHON FOCUS FUND L.P. United States 805-1025276702 Hedge Fund 33,048,000 500,000

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