Marathon Partners Equity , Current Portfolio, 13F Holdings (2025-05-15)

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MC
	Mario Cibelli 13F
	Marathon Partners Equity Management, LLC

	Last update 2025-05-15	18 Stocks (2 new)
	Value $98.00 Mil	Turnover 6 %
	Countries: Top Holdings: RELY(20.23%)TKO(17.76%)META(16.82%)UBER(12.68%)HSIC(7.54%) SEC Filings Portfolio Report

Mario Cibelli Profile

Mario Cibelli launched Marathon Partners Equity Management in 1997 after working with Mario Gabelli at Gamco Investors, where he provided back-office support to the trading desk.

Mario Cibelli Investing Philosophy

Cibelli is a long-term investor who finds stocks he believes will double in three to five years, regardless of the current market conditions. He is known for focusing on less efficient portions of the market; Shutterfly and Xoom Inc. made up significant portions of the firm’s portfolio at one point. He was an early investor in Netflix in 2004, when shares were just $10.

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