Mario Cibelli

Last Update: 2014-11-14

Number of Stocks: 28
Number of New Stocks: 2

Total Value: $263 Mil
Q/Q Turnover: 10%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2014-09-30.

Plans start from as little as $349/year. 7-Day FREE TRIAL

Mario Cibelli Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
XOOM Xoom Corp 2014-09-30 Add2.97%$21.1 - $26.86
($22.96)
$ 16.33-29%Add 28.98%1,580,000
DG Dollar General Corp 2014-09-30 Add2.13%$54.41 - $64.48
($60)
$ 71.0218%Add 168.18%147,500
MWA Mueller Water Produc... 2014-09-30 Buy 1.4%$7.72 - $9.28
($8.68)
$ 9.9214%New holding, 435000 sh.435,000
EBAY eBay Inc 2014-09-30 Add1.29%$50.18 - $56.25
($52.83)
$ 56.417%Add 21.05%345,000
LTRPA Liberty TripAdvisor ... 2014-09-30 Buy 0.82%$33.61 - $37.93
($35.08)
$ 25.61-27%New holding, 64000 sh.64,000
SFLY Shutterfly Inc 2014-09-30 Add0.74%$46.4 - $51.01
($48.88)
$ 40.49-17%Add 2.38%1,720,000
HSNI HSN Inc 2014-09-30 Add0.62%$55.49 - $61.28
($58.76)
$ 75.829%Add 91.67%57,500
TRK Speedway Motorsports... 2014-09-30 Add0.39%$17.21 - $18.7
($17.85)
$ 21.7122%Add 42.86%200,000
GDOT Green Dot Corp 2014-09-30 Sold Out -1.7%$16.84 - $23.41
($18.75)
$ 21.6516%Sold Out0
SWY Safeway Inc 2014-09-30 Sold Out -1.5%$34.01 - $34.96
($34.56)
$ 34.740%Sold Out0
WU Western Union Co 2014-09-30 Sold Out -1.4%$16.17 - $17.74
($17.22)
$ 17.472%Sold Out0
EXPE Expedia Inc 2014-09-30 Reduce-1.34%$77.4 - $88.4
($83.85)
$ 86.864%Reduce -38.39%69,000
OUTR Outerwall Inc 2014-09-30 Reduce-0.79%$52.95 - $62.2
($58.11)
$ 7122%Reduce -39.39%50,000
HAWK Blackhawk Network Ho... 2014-09-30 Reduce-0.74%$26.66 - $31.7
($28.12)
$ 36.3529%Reduce -13.4%420,000
VOYA Voya Financial Inc 2014-09-30 Reduce-0.47%$36 - $39.7
($38)
$ 41.138%Reduce -39.39%50,000
XOOM Xoom Corp 2014-06-30 Add3.87%$17.05 - $26.87
($22.17)
$ 16.33-26%Add 42.44%1,225,000
SFLY Shutterfly Inc 2014-06-30 Add3.8%$36.78 - $43.87
($40.92)
$ 40.49-1%Add 15.07%1,680,000
EBAY eBay Inc 2014-06-30 Add3.76%$48.25 - $56.04
($51.79)
$ 56.419%Add 193.81%285,000
STZ Constellation Brands... 2014-06-30 Buy 2.4%$77.97 - $88.55
($82.43)
$ 93.1613%New holding, 68000 sh.68,000
KAR KAR Auction Services... 2014-06-30 Add2.13%$29 - $32
($30.5)
$ 34.714%Add 275%225,000
Premium Real Time Picks are included for Premium Members only!!
*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

Mario Cibelli's Profile:

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

» More Profile & Performance

Mario Cibelli's Current Portfolio:

Ticker Shares Value ($1000)
SFLY1,720,00083,833
XOOM1,580,00034,681
EBAY345,00019,537
WWE1,125,00015,491
SFLY310,00015,110
HAWK420,00013,608
QVCA455,00010,660
DG147,5009,014
KAR225,0006,442
STZ68,0005,927
» More Current Portfolio

Mario Cibelli's Sector Weightings:


SectorsSector Weightings (%)
Consumer Cyclical 66.1% 66.1%
Financial Services 19.5% 19.5%
Consumer Defensive 6.7% 6.7%
Technology 2.6% 2.6%
» More Sector Weightings

Mario Cibelli's News:

» More Related News


Add Notes, Comments

If you want to ask a question, or report a bug, please create a support ticket.

User Comments

No comment yet
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK