Mario Cibelli

Last Update: 2014-09-26

Number of Stocks: 30
Number of New Stocks: 4

Total Value: $249 Mil
Q/Q Turnover: 22%

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 2014-06-30 Add3.87%$17.05 - $26.87
($22.17)
$ 19.21-13%Add 42.44%1,225,000
SFLY Shutterfly Inc 2014-06-30 Add3.8%$36.78 - $43.87
($40.92)
$ 42.835%Add 15.07%1,680,000
EBAY eBay Inc 2014-06-30 Add3.76%$48.25 - $56.04
($51.79)
$ 50.86-2%Add 193.81%285,000
STZ Constellation Brands... 2014-06-30 Buy 2.4%$77.97 - $88.55
($82.43)
$ 86.665%New holding, 68000 sh.68,000
KAR KAR Auction Services... 2014-06-30 Add2.13%$29 - $32
($30.5)
$ 29.05-5%Add 275%225,000
WWE World Wrestling Ente... 2014-06-30 Add1.87%$10.81 - $29.6
($16.5)
$ 13.82-16%Add 53.06%1,125,000
TIME Time Inc 2014-06-30 Buy 1.4%$20.85 - $24.43
($22.78)
$ 20.39-10%New holding, 145000 sh.145,000
DG Dollar General Corp 2014-06-30 Buy 1.3%$53.5 - $62.82
($57.17)
$ 62.199%New holding, 55000 sh.55,000
TRK Speedway Motorsports... 2014-06-30 Buy 1%$17.51 - $19.06
($18.14)
$ 17.74-2%New holding, 140000 sh.140,000
HSNI HSN Inc 2014-06-30 Add0.24%$53.61 - $60.276
($56.75)
$ 65.916%Add 50%30,000
HAWKB Blackhawk Network Ho... 2014-06-30 Add0.13%$22.75 - $27.12
($24.33)
$ 32.835%Add 66.3%30,000
WU Western Union Co 2014-06-30 Reduce-3.71%$15.25 - $17.25
($16.13)
$ 16.553%Reduce -71.43%200,000
QVCA Liberty Interactive ... 2014-06-30 Reduce-3%$28.04 - $30.28
($29.04)
$ 25.41-12%Reduce -50%455,000
GDOT Green Dot Corp 2014-06-30 Reduce-1.23%$16.9 - $20.26
($18.44)
$ 22.3421%Reduce -38.36%225,000
EXPE Expedia Inc 2014-06-30 Reduce-0.92%$68.44 - $80.35
($72.78)
$ 80.3110%Reduce -20%112,000
DECK Deckers Outdoor Corp 2014-06-30 Sold Out -0.91%$76.11 - $86.03
($79.58)
$ 89.8313%Sold Out0
TRIP TripAdvisor Inc 2014-06-30 Reduce-0.66%$77.28 - $110.21
($91.71)
$ 88.09-4%Reduce -41.03%23,000
FB Facebook Inc 2014-06-30 Reduce-0.61%$56.14 - $67.6
($61.42)
$ 78.6928%Reduce -43.43%28,000
LVNTA Liberty Ventures 2014-06-30 Reduce-0.6%$27.42 - $36
($31.36)
$ 32.142%Reduce -23.81%64,000
DTV Directv 2014-06-30 Sold Out -0.52%$74 - $88.25
($81.42)
$ 86.226%Sold Out0
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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)
SFLY1,680,00072,341
XOOM1,225,00032,291
EBAY285,00014,267
HAWK485,00013,687
WWE1,125,00013,421
QVCA455,00013,359
SFLY245,00010,550
EXPE112,0008,821
KAR225,0007,171
STZ68,0005,993
» More Current Portfolio

Mario Cibelli's Sector Weightings:


SectorsSector Weightings (%)
Consumer Cyclical 27.3% 27.3%
Consumer Defensive 6.1% 6.1%
Technology 3.2% 3.2%
Financial Services 1.4% 1.4%
Communication Services 0% 0%
» More Sector Weightings


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