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Marcato Capital Management Llc Buys AAR, Eldorado Resorts, Craft Brew Alliance, Sells Bank of New York Mellon, United Rentals, Sothebys

San Francisco, CA, based Investment company Marcato Capital Management Llc buys AAR, Eldorado Resorts, Craft Brew Alliance, sells Bank of New York Mellon, United Rentals, Sothebys, Liberty Broadband, Alliance Data Systems during the 3-months ended 2016-12-31, according to the most recent filings of the investment company, Marcato Capital Management Llc. As of 2016-12-31, Marcato Capital Management Llc owns 23 stocks with a total value of $862 million. These are the details of the buys and sells.

For the details of MARCATO CAPITAL MANAGEMENT LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=MARCATO+CAPITAL+MANAGEMENT+LLC

These are the top 5 holdings of MARCATO CAPITAL MANAGEMENT LLC
  1. Buffalo Wild Wings Inc (BWLD) - 950,000 shares, 17.02% of the total portfolio.
  2. Goodyear Tire & Rubber Co (GT) - 3,839,952 shares, 13.75% of the total portfolio. Shares reduced by 12.53%
  3. Sothebys (BID) - 2,620,048 shares, 12.12% of the total portfolio. Shares reduced by 43.9%
  4. Computer Sciences Corp (CSC) - 1,749,398 shares, 12.06% of the total portfolio. Shares added by 18.14%
  5. Signet Jewelers Ltd (SIG) - 1,005,548 shares, 11% of the total portfolio.
New Purchase: AAR Corp (AIR)

Marcato Capital Management Llc initiated holdings in AAR Corp. The purchase prices were between $30.71 and $38.67, with an estimated average price of $34.45. The stock is now traded at around $34.95. The impact to the portfolio due to this purchase was 4.09%. The holdings were 1,067,167 shares as of 2016-12-31.

New Purchase: Eldorado Resorts Inc (ERI)

Marcato Capital Management Llc initiated holdings in Eldorado Resorts Inc. The purchase prices were between $10.8 and $16.95, with an estimated average price of $14.01. The stock is now traded at around $17.15. The impact to the portfolio due to this purchase was 0.53%. The holdings were 268,109 shares as of 2016-12-31.

New Purchase: Craft Brew Alliance Inc (BREW)

Marcato Capital Management Llc initiated holdings in Craft Brew Alliance Inc. The purchase prices were between $13.6 and $18.52, with an estimated average price of $16.48. The stock is now traded at around $15.20. The impact to the portfolio due to this purchase was 0.47%. The holdings were 241,827 shares as of 2016-12-31.

Sold Out: Bank of New York Mellon Corp (BK)

Marcato Capital Management Llc sold out the holdings in Bank of New York Mellon Corp. The sale prices were between $39.09 and $49.17, with an estimated average price of $45.1.

Sold Out: United Rentals Inc (URI)

Marcato Capital Management Llc sold out the holdings in United Rentals Inc. The sale prices were between $70.92 and $109.12, with an estimated average price of $91.

Sold Out: Alliance Data Systems Corp (ADS)

Marcato Capital Management Llc sold out the holdings in Alliance Data Systems Corp. The sale prices were between $199.8 and $239.87, with an estimated average price of $217.99.

Sold Out: Air Methods Corp (AIRM)

Marcato Capital Management Llc sold out the holdings in Air Methods Corp. The sale prices were between $24.75 and $33.85, with an estimated average price of $30.81.

Sold Out: Pinnacle Entertainment Inc (PNK)

Marcato Capital Management Llc sold out the holdings in Pinnacle Entertainment Inc. The sale prices were between $11.44 and $14.97, with an estimated average price of $13.36.

Reduced: Sothebys (BID)

Marcato Capital Management Llc reduced to the holdings in Sothebys by 43.9%. The sale prices were between $34.52 and $41.65, with an estimated average price of $37.91. The stock is now traded at around $46.94. The impact to the portfolio due to this sale was -6.72%. Marcato Capital Management Llc still held 2,620,048 shares as of 2016-12-31.

Reduced: Liberty Broadband Corp (LBRDK)

Marcato Capital Management Llc reduced to the holdings in Liberty Broadband Corp by 90.75%. The sale prices were between $64.81 and $75.03, with an estimated average price of $70.23. The stock is now traded at around $85.53. The impact to the portfolio due to this sale was -3.8%. Marcato Capital Management Llc still held 62,926 shares as of 2016-12-31.

Reduced: Macy's Inc (M)

Marcato Capital Management Llc reduced to the holdings in Macy's Inc by 51.27%. The sale prices were between $35.09 and $44.91, with an estimated average price of $38.89. The stock is now traded at around $32.95. The impact to the portfolio due to this sale was -2.34%. Marcato Capital Management Llc still held 697,293 shares as of 2016-12-31.

Reduced: Continental Building Products Inc (CBPX)

Marcato Capital Management Llc reduced to the holdings in Continental Building Products Inc by 35.43%. The sale prices were between $19.3 and $24.1, with an estimated average price of $21.69. The stock is now traded at around $25.80. The impact to the portfolio due to this sale was -0.13%. Marcato Capital Management Llc still held 134,778 shares as of 2016-12-31.



Here is the complete portfolio of MARCATO CAPITAL MANAGEMENT LLC. Also check out:

1. MARCATO CAPITAL MANAGEMENT LLC's Undervalued Stocks
2. MARCATO CAPITAL MANAGEMENT LLC's Top Growth Companies, and
3. MARCATO CAPITAL MANAGEMENT LLC's High Yield stocks
4. Stocks that MARCATO CAPITAL MANAGEMENT LLC keeps buying

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