ATMU β€” ATMUS FILTRATION TECHNOLOGIE

Ownership history in Marathon Partners Equity Management, LLC  Β·  5 quarters on record

AI Ownership Summary

Marathon Partners Equity Management, LLC reported ATMUS FILTRATION TECHNOLOGIE (ATMU) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 5.27% in 2025 Q1. The latest visible filing shows ATMU at 4.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ATMU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Marathon Partners Equity Management, LLC's position in ATMUS FILTRATION TECHNOLOGIE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ATMU was reported at 4.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.27% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Marathon Partners Equity Management, LLC held ATMU β€” position size vs. price
% of Fund (quarterly)    ATMU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 80,000 -32,500 -28.9% 4.13% $4.2M 2026-02-14 (Est.) $64.07
2025 Q3 REDUCED 112,500 -25,000 -18.2% 3.65% $5.1M 2025-11-14 $47.55
2025 Q2 REDUCED 137,500 -2,500 -1.8% 4.35% $5.0M 2025-08-14 $45.03
2025 Q1 REDUCED 140,000 -5,000 -3.4% 5.27% $5.1M 2025-05-15 $38.37
2024 Q4 INITIATED 145,000 β€” β€” 4.94% $5.7M 2025-02-14 $40.03

FAQ About Marathon Partners Equity Management, LLC and ATMU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Marathon Partners Equity Management, LLC reported owning ATMU?

Marathon Partners Equity Management, LLC reported ATMU across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported ATMU position in Marathon Partners Equity Management, LLC's portfolio?

The largest reported portfolio weight for ATMU was 5.27% in 2025 Q1.

What is the latest reported ATMU position on this page?

The most recent filing on this page is 2025 Q4, when Marathon Partners Equity Management, LLC reported 80,000 shares, equal to 4.13% of portfolio, with an estimated market value of $4.2M.

What does the chart on this ATMU ownership page compare?

The chart compares Marathon Partners Equity Management, LLC's quarterly ATMU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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