MC
| |
Mario Cibelli13F | |
| Marathon Partners Equity Management, LLC | |
| Last update 2026-08-14 | 17 Stocks (2 new) |
| Value $107.00 Mil | Turnover 5 % |
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 2026-06-30
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 | 1,117,000 | 25,032.0 | -12.05% | 23.360 | -2.72% | 0.530 | +32.78% | +92.43% | 5,621.3 | Software | |
TKO | TKO Group Holdings Inc | 71,500 | 14,393.7 | -2.05% | 13.430 | -0.34% | 0.100 | -7.57% | -10.95% | 13,499.2 | Media - Diversified | |
META | Meta Platforms Inc | 25,000 | 14,082.3 | -0.99% | 13.140 | -0.16% | 0.000 | -8.93% | -12.28% | 1,472,509.5 | Interactive Media | |
XMTR | Xometry Inc | 113,000 | 10,906.8 | -1.74% | 10.180 | -0.09% | 0.200 | -1.24% | +58.30% | 5,396.4 | Industrial Distribution | |
UBER | Uber Technologies Inc | 148,500 | 10,715.8 | +6.07% | 10.000 | +0.57% | 0.010 | +11.14% | -3.54% | 160,994.6 | Software | |
CNS | Cohen & Steers Inc | 100,000 | 7,614.0 | -12.66% | 7.110 | -1.03% | 0.190 | +20.92% | +35.47% | 4,254.1 | Asset Management | |
TPB | Turning Point Brands Inc | 49,500 | 4,198.1 | +59.68% | 3.920 | +1.47% | 0.250 | -4.91% | -22.42% | 1,682.7 | Tobacco Products | |
ATMU | Atmus Filtration Technologies Inc | 77,000 | 3,926.2 | +2.67% | 3.660 | +0.10% | 0.090 | +0.02% | -7.76% | 3,894.6 | Vehicles & Parts | |
GPC | Genuine Parts Co | 27,500 | 3,244.4 | New Holding | 3.030 | +3.03% | 0.020 | +40.04% | +14.09% | 18,957.1 | Vehicles & Parts | |
UBER
CALL
| Uber Technologies Inc | 38,500 | 2,778.2 | 0% | 2.590 | 0% | 0.000 | +11.14% | -3.54% | 160,994.6 | Software |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
GPC | Genuine Parts Co | 2026-06-30 | New Buy New Buy | +3.03% | 92.47 ($104.4) 117.98 | $137.51 | 31.71% | New holding | 27,500 | 27,500 | |
RELY | Remitly Global Inc | 2026-06-30 | Reduce Reduce | -2.72% | 15.67 ($20.42) 24.28 | $26.55 | 30.04% | Reduce -12.05% | 1,117,000 | -153,000 | |
ATI | ATI Inc | 2026-06-30 | Reduce Reduce | -1.89% | 145.46 ($169.13) 204.09 | $210.76 | 24.61% | Reduce -65.71% | 6,000 | -11,500 | |
TPB | Turning Point Brands Inc | 2026-06-30 | Add Add | +1.47% | 70.59 ($83.07) 93.42 | $83.93 | 1.04% | Add 59.68% | 49,500 | 18,500 | |
FLUT | Flutter Entertainment PLC | 2026-06-30 | Sold Out Sold Out | -1.15% | 92.38 ($103.08) 112.94 | $101.78 | -1.26% | Sold Out | 0 | -10,000 | |
HSIC | Henry Schein Inc | 2026-06-30 | Sold Out Sold Out | -1.04% | 68.99 ($76.39) 84.95 | $89.54 | 17.21% | Sold Out | 0 | -12,500 | |
CNS | Cohen & Steers Inc | 2026-06-30 | Reduce Reduce | -1.03% | 62.13 ($70.59) 78.38 | $82.73 | 17.20% | Reduce -12.66% | 100,000 | -14,500 | |
LION | Lionsgate Studios Corp | 2026-06-30 | Reduce Reduce | -1.03% | 9.52 ($12.87) 16.4 | $11.40 | -11.42% | Reduce -43.18% | 125,000 | -95,000 | |
UBER | Uber Technologies Inc | 2026-06-30 | Add Add | +0.57% | 68.61 ($73.3) 79.17 | $78.82 | 7.53% | Add 6.07% | 148,500 | 8,500 | |
SXT | Sensient Technologies Corp | 2026-06-30 | Sold Out Sold Out | -0.49% | 86.44 ($110.87) 124.64 | $135.12 | 21.87% | Sold Out | 0 | -5,000 |
Mario Cibelli Total Holding History ($B)
Mario Cibelli's Asset Allocation
Mario Cibelli Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Mario Cibelli's Hypothetical Growth since 2026-06-30
Mario Cibelli's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Mario Cibelli's Holdings Heat Map
Size field:
Mario Cibelli's Holdings Bubble Chart
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers