Marathon Capital Management Buys World Wrestling Entertainment Inc, TripAdvisor Inc, Callaway Golf Co, Sells e.l.f. Beauty Inc, HD Supply Holdings Inc, GrubHub Inc

• New Purchases: TRIP, ELY, EB, TRVG,
• Added Positions: WWE, SFIX,
• Reduced Positions: ELF, GRUB, UBER, FB,
• Sold Out: HDS, JAX,

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

1. World Wrestling Entertainment Inc (WWE) - 1,050,000 shares, 22.16% of the total portfolio. Shares added by 44.83%
2. Uber Technologies Inc (UBER) - 850,000 shares, 19.04% of the total portfolio. Shares reduced by 6.34%
3. Facebook Inc (FB) - 114,500 shares, 13.73% of the total portfolio. Shares reduced by 3.38%
4. Stitch Fix Inc (SFIX) - 397,500 shares, 10.25% of the total portfolio. Shares added by 4.61%
5. PayPal Holdings Inc (PYPL) - 95,500 shares, 9.82% of the total portfolio.

Marathon Capital Management initiated holding in TripAdvisor Inc. The purchase prices were between $18.72 and $30.94, with an estimated average price of $24.14. The stock is now traded at around $37.380000. The impact to a portfolio due to this purchase was 1.45%. The holding were 115,000 shares as of 2020-12-31.

Marathon Capital Management initiated holding in Callaway Golf Co. The purchase prices were between $15.2 and $24.94, with an estimated average price of $20.41. The stock is now traded at around $29.930000. The impact to a portfolio due to this purchase was 1.19%. The holding were 112,500 shares as of 2020-12-31.

Marathon Capital Management initiated holding in Eventbrite Inc. The purchase prices were between $9.1 and $18.78, with an estimated average price of $14.05. The stock is now traded at around $17.400000. The impact to a portfolio due to this purchase was 0.4%. The holding were 50,000 shares as of 2020-12-31.

Marathon Capital Management initiated holding in trivago NV. The purchase prices were between $1.25 and $2.52, with an estimated average price of $1.76. The stock is now traded at around $3.300000. The impact to a portfolio due to this purchase was 0.27%. The holding were 250,000 shares as of 2020-12-31.

Marathon Capital Management added to a holding in World Wrestling Entertainment Inc by 44.83%. The purchase prices were between $36.36 and $48.38, with an estimated average price of $41.99. The stock is now traded at around $46.410000. The impact to a portfolio due to this purchase was 6.86%. The holding were 1,050,000 shares as of 2020-12-31.

Marathon Capital Management sold out a holding in HD Supply Holdings Inc. The sale prices were between $39.86 and $55.99, with an estimated average price of $48.86.

Marathon Capital Management sold out a holding in J. Alexander's Holdings Inc. The sale prices were between $5.27 and $7.5, with an estimated average price of $6.39.

Marathon Capital Management reduced to a holding in e.l.f. Beauty Inc by 73.27%. The sale prices were between $18.76 and $25.19, with an estimated average price of $21.55. The stock is now traded at around $23.640000. The impact to a portfolio due to this sale was -15.13%. Marathon Capital Management still held 655,000 shares as of 2020-12-31.

Marathon Capital Management reduced to a holding in GrubHub Inc by 21%. The sale prices were between $66.87 and $84.34, with an estimated average price of $73.91. The stock is now traded at around $72.510000. The impact to a portfolio due to this sale was -1.74%. Marathon Capital Management still held 197,500 shares as of 2020-12-31.