Mario Cibelli (Trades, Portfolio) of Marathon Capital Management sold his stake in GAMCO Investors Inc. (GBL, Financial), a Rye, New York-based provider of investment advisory services where Cibelli once provided back-office support to the trading desk, in the fourth quarter.
Cibelli's fourth-quarter activity primarily consisted of additions to existing stakes, and his most significant such transaction was the 77% increase in his stake in GrubHub Inc. (GRUB, Financial), a Chicago-based online food-ordering company. Cibelli purchased 285,000 shares for an average price of $26.14 per share. The deal had a 2.89% impact on Cibelli’s portfolio.
Cibelli’s stake in GrubHub is now 655,000 shares, which is 0.77% of GrubHub’s outstanding shares and 6.64% of Cibelli’s total assets. Robert Karr (Trades, Portfolio) is GrubHub’s leading shareholder among the gurus with a stake of 2,978,219 shares. The stake is 3.51% of the company’s outstanding shares and 20.19% of Karr’s total assets.
GrubHub has a P/E of 53.2, a forward P/E of 25.5, a P/B of 2.3 and a P/S of 5.9. GuruFocus gives GrubHub a Financial Strength rating of 8/10 and a Profitability and Growth rating of 4/10.
GrubHub sold for $23.54 per share Monday.
Cibelli boosted his stake in Dollar General Corp. (DG, Financial), a Goodlettsville, Tennessee-based discount retailer, by nearly 15%. Cibelli purchased 22,000 shares for an average price of $67.8 per share. The transaction had a 0.66% impact on Cibelli’s portfolio.
Cibelli’s stake, now 170,000 shares, is 0.06% of Dollar General’s outstanding shares and 5.12% of Cibelli’s total assets. Pioneer Investments (Trades, Portfolio) is Dollar General’s leading shareholder among the gurus with a stake of 2,554,323 shares. The stake is 0.88% of Dollar General’s outstanding shares and 0.7% of Pioneer Investments (Trades, Portfolio)’ total assets.
Dollar General has a P/E of 19.5, a forward P/E of 16.9, a P/B of 4.1 and a P/S of 1.1. GuruFocus gives Dollar General a Financial Strength rating of 9/10 and a Profitability and Growth rating of 8/10.
Dollar General sold for $74.25 per share Monday.
Cibelli hiked his stake in Sonic Automotive Inc. (SAH, Financial), an automotive retailer based in Charlotte, North Carolina, by more than 26%. Cibelli acquired 60,000 shares for an average price of $23.39 per share. The deal had a 0.57% impact on Cibelli’ portfolio.
Cibelli’s stake, now 290,000 shares, is 0.58% of Sonic Automotive’s outstanding shares and 2.77% of Cibelli’s total assets. HOTCHKIS & WILEY is Sonic Automotive’s leading shareholder among the gurus with a stake of 2,714,689 shares. The stake is 5.45% of the company’s outstanding shares and 0.25% of the guru’s total assets.
Sonic Automotive has a P/E of 12.1, a forward P/E of 8.9, a P/B of 1.4 and a P/S of 0.1. GuruFocus gives Sonic Automotive a Financial Strength rating of 7/10 and a Profitability and Growth rating of 6/10.
Sonic Automotive sold for $19.22 per share Monday.
Cibelli raised his stake in Time Inc. (TIME, Financial), a New York-based publishing company, by almost 43%. Cibelli purchased 75,000 shares for an average price of $17.13 per share. The transaction had a 0.49% impact on Cibelli’s portfolio.
Cibelli’s remaining stake is 250,000 shares, which is 0.24% of Time’s outstanding shares and 1.64% of Cibelli’s total assets. Time’s leading shareholder among the gurus is John Keeley (Trades, Portfolio) with a stake of 1,906,669 shares. The stake is 1.82% of Time’s outstanding shares and 0.95% of Keeley’s total assets.
Time has a forward P/E of 9.1, a P/B of 0.9 and a P/S of 0.5. GuruFocus gives Time a Financial Strength rating of 4/10 and a Profitability and Growth rating of 4/10.
Time sold for $14.10 per share Monday.
Cibelli increased his stake in Darling Ingredients Inc. (DAR, Financial), an Irving, Texas-based provider of a range of ingredients for edible and nonedible products, by nearly 10%. Cibelli acquired 95,000 shares for an average price of $10.41 per share. The deal had a 0.42% impact on Cibelli’s portfolio.
Cibelli’s stake is now 1,090,000 shares. The stake is 0.66% of Darling Ingredients’ outstanding shares and 4.8% of Cibelli’s total assets. Darling Ingredients’ leading shareholder among the gurus is Ken Fisher (Trades, Portfolio) with a stake of 2,115,971 shares. The stake is 1.28% of the company’s outstanding shares and 0.04% of Fisher’s total assets.
Darling Ingredients has a P/E of 23.7, a forward P/E of 12.3, a P/B of 0.8 and a P/S of 0.4. GuruFocus gives Darling Ingredients a Financial Strength rating of 4/10 and a Profitability and Growth rating of 8/10.
Darling Ingredients sold for $9.01 per share Monday.
Cibelli boosted his stake in Mueller Water Products Inc. (MWA, Financial), an Atlanta-based manufacturer and distributor of fire hydrants, pipe fittings and valves, by 25%. Cibelli purchased 115,000 shares for an average price of $8.76 per share. The deal had a 0.41% impact on Cibelli’s portfolio.
Cibelli’s stake is now 575,000 shares, which is 0.36% of the company’s outstanding shares and 2.07% of Cibelli’s total assets. Chuck Royce (Trades, Portfolio) is Mueller Water Products’ leading shareholder among the gurus with a stake of 3,187,776 shares. The stake is 1.98% of the company’s outstanding shares and 0.16% of Royce’s total assets.
Mueller Water Products has a P/E of 45.3, a forward P/E of 14.4, a P/B of 3.8 and a P/S of 1.2. GuruFocus gives Mueller Water Products a Financial Strength rating of 7/10 and a Profitability and Growth rating of 5/10.
Mueller Water Products sold for $8.61 per share Monday.
Cibelli trimmed his stake in Noodles & Co. (NDLS, Financial), a Broomfield, Colorado-based fast-casual restaurant, by more than 31%. Cibelli sold 240,000 shares for an average price of $11.85 per share. The transaction had a -1.47% impact on Cibelli’s portfolio.
Cibelli’s stake in Noodles is now 525,000 shares. The stake is 1.89% of Noodles’ outstanding shares and 2.13% of Cibelli’s total assets.
Noodles has a forward P/E of 45.9, a P/B of 3.6 and a P/S of 0.9. GuruFocus gives Noodles a Financial Strength rating of 5/10 and a Profitability and Growth rating of 4/10.
Noodles sold for $12.73 per share Monday.
Cibelli pared his stake in World Wrestling Entertainment Inc. (WWE, Financial), a Stamford, Connecticut-based sports entertainment company, by nearly 16%. Cibelli sold 150,000 shares for an average price of $17.92 per share. The deal had a -1.1% impact on his portfolio.
Cibelli’s stake, now 800,000 shares, is 1.05% of World Wrestling Entertainment’s outstanding shares and 5.98% of Cibelli’s total assets. Cibelli is World Wrestling Entertainment’s leading shareholder among the gurus.
World Wrestling Entertainment has a P/E of 52.3, a forward P/E of 29.5, a P/B of 6.1 and a P/S of 2. GuruFocus gives World Wrestling Entertainment a Financial Strength rating of 8/10 and a Profitability and Growth rating of 8/10.
World Wrestling Entertainment sold for $16.72 per share Monday.
Cibelli sold his 195,000-share stake in King Digital Entertainment PLC (KING, Financial), a Swedish interactive entertainment development company, for an average price of $16.75 per share. The transaction had a -1.14% impact on Cibelli’s portfolio.
King Digital Entertainment’s leading shareholder among the gurus is Jim Simons (Trades, Portfolio) with a stake of 3,980,400 shares. The stake is 1.26% of King Digital Entertainment’s outstanding shares and 0.16% of Simons’ total assets.
King Digital Entertainment has a P/E of 10.3, a forward P/E of 11.3, a P/B of 5 and a P/S of 2.7. GuruFocus gives King Digital Entertainment a Financial Strength rating of 5/10 and a Profitability and Growth rating of 4/10.
King Digital Entertainment sold for $18 per share Monday.
Cibelli sold his 27,500-share stake in GAMCO Investors for an average price of $32.05 per share. The deal had a -0.65% impact on Cibelli’s portfolio.
GAMCO’s leading shareholder among the gurus is Royce with a stake of 238,162 shares. The stake is 0.94% of GAMCO’s outstanding shares and 0.04% of Royce’s total assets.
GAMCO has a P/E of 9.5, a forward P/E of 17.9 and a P/S of 2.2. GuruFocus gives GAMCO a Financial Strength rating of 8/10 and a Profitability and Growth rating of 9/10.
GAMCO sold for $34.74 per share Monday.
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