MC

Mario Cibelli

13F
Marathon Partners Equity Management, LLC
Last update 2025-05-15 18 Stocks (2 new)
Value $98.00 Mil Turnover 6 %
Countries:

Mario Cibelli Profile

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

Mario Cibelli Investing Philosophy

Cibelli is a long-term investor who finds stocks he believes will double in three to five years, regardless of the current market conditions. He is known for focusing on less efficient portions of the market; Shutterfly and Xoom Inc. made up significant portions of the firm’s portfolio at one point. He was an early investor in Netflix in 2004, when shares were just $10.
Mario Cibelli Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
RELY
Remitly Global Inc
950,000
19,760.0
+2.70%
20.230
+0.53%
0.470
-9.29%
-19.10%
3,722.5
Software
TKO
TKO Group Holdings Inc
113,500
17,343.9
-0.44%
17.760
-0.06%
0.140
+18.23%
+25.50%
14,506.9
Media - Diversified
META
Meta Platforms Inc
28,500
16,426.3
-0.87%
16.820
-0.13%
0.000
+34.33%
+22.07%
1,794,148.5
Interactive Media
UBER
Uber Technologies Inc
170,000
12,386.2
+4.62%
12.680
+0.56%
0.010
+31.78%
+52.60%
192,492.0
Software
HSIC
Henry Schein Inc
107,500
7,362.7
+22.86%
7.540
+1.40%
0.090
+11.85%
+7.63%
9,310.4
Medical Distribution
XMTR
Xometry Inc
265,000
6,603.8
+4.13%
6.760
+0.27%
0.520
+50.83%
-23.42%
1,655.6
Industrial Products
ATMU
Atmus Filtration Technologies Inc
140,000
5,142.2
-3.45%
5.270
-0.17%
0.170
+7.51%
-4.44%
3,086.7
Vehicles & Parts
SXT
Sensient Technologies Corp
38,500
2,865.6
+208.00%
2.930
+1.98%
0.090
+40.67%
+49.01%
4,464.6
Chemicals
FLUT
Flutter Entertainment PLC
9,250
2,049.3
0%
2.100
0%
0.010
+29.74%
+9.24%
49,794.7
Travel & Leisure
META PUT
Meta Platforms Inc
2,800
1,613.8
0%
1.650
0%
0.000
+34.33%
+22.07%
1,794,148.5
Interactive Media

Mario Cibelli's Historical Top Holdings Breakdowns

Mario Cibelli's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SXT
Sensient Technologies Corp
2025-03-31
Add
Add
+1.98%
67.31 ($72.79) 77.4
$105.15
44.46%
Add 208%
38,500
26,000
JACK
Jack In The Box Inc
2025-03-31
Sold Out
Sold Out
-1.81%
27.19 ($36.8) 42.58
$20.59
-44.05%
Sold Out
0
-50,000
HSIC
Henry Schein Inc
2025-03-31
Add
Add
+1.40%
68.49 ($73.84) 81.91
$74.48
0.87%
Add 22.86%
107,500
20,000
IVE
iShares S&P 500 Value ETF
2025-03-31
Sold Out
Sold Out
-1.37%
185.78 ($193.5) 198.58
$197.53
2.08%
Sold Out
0
-8,250
TDW
Tidewater Inc
2025-03-31
Sold Out
Sold Out
-1.19%
39.93 ($49.72) 57.69
$47.72
-4.02%
Sold Out
0
-25,000
HLN
Haleon PLC
2025-03-31
Sold Out
Sold Out
-1.04%
9.01 ($9.84) 10.67
$10.26
4.27%
Sold Out
0
-125,000
RGR
Sturm Ruger & Co Inc
2025-03-31
Sold Out
Sold Out
-1.00%
34.58 ($37.54) 40.78
$36.54
-2.66%
Sold Out
0
-32,500
LION
Lionsgate Studios Corp
2025-03-31
New Buy
New Buy
+0.76%
6.76 ($7.89) 9.09
$5.80
-26.49%
New holding
98,970
100,000
CRI
Carter's Inc
2025-03-31
Sold Out
Sold Out
-0.71%
39.79 ($48.09) 55.09
$32.19
-33.06%
Sold Out
0
-15,000
UBER
Uber Technologies Inc
2025-03-31
Add
Add
+0.56%
63.17 ($72.04) 81.49
$92.05
27.78%
Add 4.62%
170,000
7,500

Mario Cibelli Total Holding History ($B)

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Mario Cibelli's Asset Allocation

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Mario Cibelli Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Mario Cibelli's Hypothetical Growth since 2025-03-31

Mario Cibelli's Yearly Returns

Year Portfolio % % Excess Gain %

Mario Cibelli's Holdings Heat Map

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