MARATHON PARTNERS Overview
Marathon Partners Equity Management Llc is an investment advisor that manages 277.3 MM dollars in regulatory AUM and has 6 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 09/30/19. The fund's latest filing disclosed 249MM in positions, representing 90% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 09/30/19. The fund's latest filing disclosed 249MM in positions, representing 90% of the manager's regulatory AUM.
MARATHON PARTNERS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MARATHON PARTNERS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ELF | 29.9% | Cons. Staples | -6.4% | -1.85% | 4 | 5% | ||
| HDS | 17.87% | Industrials | 2.87% | -0.23% | 0 | 9% | ||
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FEATURED IN
MARATHON PARTNERS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Mario D. Cibelli | Managing Member | January-2001 |
| Eric R. Hidy | Cco, Cfo, Coo | March-2006 |
MARATHON PARTNERS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
MARATHON PARTNERS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
The Adviser employs a fundamental approach to investing, with a research intensive focus on business and industry fundamentals to uncover compelling investment opportunities. The Adviser has a long-term investment time horizon and seeks to make investments that the Funds can hold for a multi-year period. Financial analysis drives the Adviser's investment process at all times. Investments must be justified quantitatively.
The Adviser engages with the management teams of issuers, from time to time, to offer what it believes are unique insights and value-added ideas. At times, the Adviser may step into an activist role with respect to the issuer of an asset held in a Fund's portfolio.
The Adviser performs in-depth, fundamental, bottom-up research on candidates for investment, which research may include multiple visits and conversations with senior executives of such issuers. Due diligence includ...
Unlock Full Investment Process Description
The Adviser employs a fundamental approach to investing, with a research intensive focus on business and industry fundamentals to uncover compelling investment opportunities. The Adviser has a long-term investment time horizon and seeks to make investments that the Funds can hold for a multi-year period. Financial analysis drives the Adviser's investment process at all times. Investments must be justified quantitatively.
The Adviser engages with the management teams of issuers, from time to time, to offer what it believes are unique insights and value-added ideas. At times, the Adviser may step into an activist role with respect to the issuer of an asset held in a Fund's portfolio.
The Adviser performs in-depth, fundamental, bottom-up research on candidates for investment, which research may include multiple visits and conversations with senior executives of such issuers. Due diligence includ...
Unlock Full Investment Process Description
MARATHON PARTNERS Portfolio Concentration
MARATHON PARTNERS Location
ONE GRAND CENTRAL PLACE
60 EAST 42ND STREET, SUITE 2306
NEW YORK, New York
UNITED STATES, 10165
60 EAST 42ND STREET, SUITE 2306
NEW YORK, New York
UNITED STATES, 10165
MARATHON PARTNERS Contact Information
Phone Number: 212-490-0399
Fax Number: 212-937-3115
Website: http://www.marathonpartners.com
Fax Number: 212-937-3115
Website: http://www.marathonpartners.com
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