- New Purchases: UBER,
- Added Positions: GRUB, WWE,
- Reduced Positions: HDS, USFD, ELF, PYPL, JAX,
- Sold Out: GIL, COT,
For the details of Mario Cibelli's stock buys and sells, go to https://www.gurufocus.com/guru/mario+cibelli/current-portfolio/portfolio
These are the top 5 holdings of Mario Cibelli- e.l.f. Beauty Inc (ELF) - 3,902,500 shares, 28.48% of the total portfolio. Shares reduced by 8.12%
- GrubHub Inc (GRUB) - 902,500 shares, 19.86% of the total portfolio. Shares added by 128.48%
- HD Supply Holdings Inc (HDS) - 785,000 shares, 14.29% of the total portfolio. Shares reduced by 30.84%
- Facebook Inc (FB) - 112,500 shares, 10.45% of the total portfolio.
- PayPal Holdings Inc (PYPL) - 168,000 shares, 8.22% of the total portfolio. Shares reduced by 13.85%
Marathon Capital Management initiated holding in Uber Technologies Inc. The purchase prices were between $25.99 and $33.75, with an estimated average price of $29.68. The stock is now traded at around $40.09. The impact to a portfolio due to this purchase was 0.67%. The holding were 50,000 shares as of .
Added: GrubHub Inc (GRUB)Marathon Capital Management added to a holding in GrubHub Inc by 128.48%. The purchase prices were between $33.11 and $59.02, with an estimated average price of $45.62. The stock is now traded at around $51.12. The impact to a portfolio due to this purchase was 11.17%. The holding were 902,500 shares as of .
Added: World Wrestling Entertainment Inc (WWE)Marathon Capital Management added to a holding in World Wrestling Entertainment Inc by 80.00%. The purchase prices were between $53.16 and $70.26, with an estimated average price of $63.14. The stock is now traded at around $43.76. The impact to a portfolio due to this purchase was 1.76%. The holding were 135,000 shares as of .
Sold Out: Gildan Activewear Inc (GIL)Marathon Capital Management sold out a holding in Gildan Activewear Inc. The sale prices were between $25.53 and $35.38, with an estimated average price of $29.18.
Sold Out: Cott Corp (COT)Marathon Capital Management sold out a holding in Cott Corp. The sale prices were between $12.37 and $13.87, with an estimated average price of $13.06.
Reduced: HD Supply Holdings Inc (HDS)Marathon Capital Management reduced to a holding in HD Supply Holdings Inc by 30.84%. The sale prices were between $37.19 and $40.93, with an estimated average price of $39.81. The stock is now traded at around $41.34. The impact to a portfolio due to this sale was -5.19%. Marathon Capital Management still held 785,000 shares as of .
Reduced: US Foods Holding Corp (USFD)Marathon Capital Management reduced to a holding in US Foods Holding Corp by 38.76%. The sale prices were between $38.66 and $42.01, with an estimated average price of $40.14. The stock is now traded at around $40.44. The impact to a portfolio due to this sale was -3.89%. Marathon Capital Management still held 395,000 shares as of .
Here is the complete portfolio of Mario Cibelli. Also check out:
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