Marathon Capital Management Buys Uber Technologies Inc, The Simply Good Foods Co, Eventbrite Inc, Sells GrubHub Inc, HD Supply Holdings Inc, US Foods Holding Corp

• New Purchases: SMPL,
• Added Positions: UBER, ELF, EB,
• Reduced Positions: GRUB, HDS, WWE, FB, JAX,
• Sold Out: USFD, PFGC,

For the details of Mario Cibelli's stock buys and sells, go to https://www.gurufocus.com/guru/mario+cibelli/current-portfolio/portfolio

1. e.l.f. Beauty Inc (ELF) - 2,350,000 shares, 20.71% of the total portfolio. Shares added by 18.24%
2. Uber Technologies Inc (UBER) - 1,125,000 shares, 16.16% of the total portfolio. Shares added by 154.24%
3. Facebook Inc (FB) - 112,500 shares, 11.80% of the total portfolio. Shares reduced by 11.76%
4. World Wrestling Entertainment Inc (WWE) - 575,000 shares, 11.54% of the total portfolio. Shares reduced by 19.01%
5. GrubHub Inc (GRUB) - 282,500 shares, 9.18% of the total portfolio. Shares reduced by 65.02%

Marathon Capital Management initiated holding in The Simply Good Foods Co. The purchase prices were between $15.79 and $20.09, with an estimated average price of $17.69. The stock is now traded at around $25.05. The impact to a portfolio due to this purchase was 2.17%. The holding were 252,500 shares as of .

Marathon Capital Management added to a holding in Uber Technologies Inc by 154.24%. The purchase prices were between $22.82 and $37.21, with an estimated average price of $31.11. The stock is now traded at around $30.46. The impact to a portfolio due to this purchase was 9.8%. The holding were 1,125,000 shares as of .

Marathon Capital Management added to a holding in Eventbrite Inc by 33.33%. The purchase prices were between $5.86 and $12.52, with an estimated average price of $8.8. The stock is now traded at around $9.91. The impact to a portfolio due to this purchase was 0.2%. The holding were 200,000 shares as of .

Marathon Capital Management sold out a holding in US Foods Holding Corp. The sale prices were between $14.06 and $25.29, with an estimated average price of $19.07.

Marathon Capital Management sold out a holding in Performance Food Group Co. The sale prices were between $21.28 and $32.76, with an estimated average price of $26.

Marathon Capital Management reduced to a holding in GrubHub Inc by 65.02%. The sale prices were between $34.27 and $70.3, with an estimated average price of $52.76. The stock is now traded at around $77.64. The impact to a portfolio due to this sale was -13.4%. Marathon Capital Management still held 282,500 shares as of .

Marathon Capital Management reduced to a holding in HD Supply Holdings Inc by 35.36%. The sale prices were between $25.68 and $37.85, with an estimated average price of $30.98. The stock is now traded at around $41.93. The impact to a portfolio due to this sale was -5.44%. Marathon Capital Management still held 557,500 shares as of .

Marathon Capital Management reduced to a holding in J. Alexander's Holdings Inc by 31.82%. The sale prices were between $3.45 and $6.52, with an estimated average price of $4.53. The stock is now traded at around $4.10. The impact to a portfolio due to this sale was -0.42%. Marathon Capital Management still held 375,000 shares as of .