Mario Cibelli

Last Update: 2015-02-17

Number of Stocks: 31
Number of New Stocks: 4

Total Value: $263 Mil
Q/Q Turnover: 13%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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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 2014-12-31 Add5.11%$13.79 - $22.78
($16.48)
$ 16.953%Add 48.73%2,350,000
SFLY Shutterfly Inc 2014-12-31 Add2.14%$39.44 - $49.26
($42.56)
$ 47.3611%Add 7.85%1,855,000
DAR Darling Ingredients ... 2014-12-31 Buy 1.6%$16.75 - $19.09
($18.09)
$ 17.28-4%New holding, 230000 sh.230,000
KAR KAR Auction Services... 2014-12-31 Add1.52%$26.44 - $35.18
($32.13)
$ 36.5614%Add 51.11%340,000
LVNTA Liberty Ventures 2014-12-31 Add0.5%$29.81 - $37.88
($34.91)
$ 40.6416%Add 54.77%100,000
AWAY HomeAway Inc 2014-12-31 Buy 0.28%$28.28 - $35.93
($31.48)
$ 31.29-1%New holding, 25000 sh.25,000
EBAY eBay Inc 2014-12-31 Reduce-2.47%$47.88 - $57.53
($53.93)
$ 58.548%Reduce -33.33%230,000
HAWK Blackhawk Network Ho... 2014-12-31 Reduce-1.67%$31.58 - $40.01
($35.63)
$ 35.871%Reduce -32.14%285,000
EXPE Expedia Inc 2014-12-31 Reduce-0.73%$74.095 - $91.35
($84.86)
$ 93.2510%Reduce -31.88%47,000
OUTR Outerwall Inc 2014-12-31 Reduce-0.55%$51.37 - $74.88
($64.23)
$ 63.65-1%Reduce -50%25,000
PETM PetSmart Inc 2014-12-31 Reduce-0.4%$64.69 - $81.44
($74.21)
$ 82.912%Reduce -50%15,000
IACI IAC/InterActiveCorp 2014-12-31 Sold Out -0.38%$58.48 - $67.88
($63.38)
$ 67.236%Sold Out0
ACTG Acacia Research Corp... 2014-12-31 Reduce-0.26%$14.23 - $19.5
($17.4)
$ 12.58-28%Reduce -21.95%160,000
VOYA Voya Financial Inc 2014-12-31 Reduce-0.15%$35.23 - $43.07
($40.05)
$ 43.659%Reduce -20%40,000
XOOM Xoom Corp 2014-09-30 Add2.97%$21.1 - $26.86
($22.96)
$ 16.95-26%Add 28.98%1,580,000
DG Dollar General Corp 2014-09-30 Add2.13%$54.41 - $64.48
($60)
$ 72.1920%Add 168.18%147,500
MWA Mueller Water Produc... 2014-09-30 Buy 1.4%$7.72 - $9.28
($8.68)
$ 9.176%New holding, 435000 sh.435,000
EBAY eBay Inc 2014-09-30 Add1.29%$50.18 - $56.25
($52.83)
$ 58.5411%Add 21.05%345,000
LTRPA Liberty TripAdvisor ... 2014-09-30 Buy 0.82%$33.61 - $37.93
($35.08)
$ 32.73-7%New holding, 64000 sh.64,000
SFLY Shutterfly Inc 2014-09-30 Add0.74%$46.4 - $51.01
($48.88)
$ 47.36-3%Add 2.38%1,720,000
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*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)
SFLY1,855,00077,344
XOOM2,350,00041,149
WWE1,130,00013,944
QVCA455,00013,386
EBAY230,00012,908
KAR340,00011,781
HAWK285,00011,058
SFLY250,00010,424
DG148,00010,464
STZ68,0006,676
» More Current Portfolio

Mario Cibelli's Sector Weightings:


SectorsSector Weightings (%)
Consumer Cyclical 61.3% 61.3%
Financial Services 20.9% 20.9%
Consumer Defensive 7.7% 7.7%
Technology 4.4% 4.4%
» More Sector Weightings

Mario Cibelli's News:

» More Related News


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