1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Mario Cibelli Buys HD Supply Holdings Inc, Macerich Co, O'Reilly Automotive Inc, Sells Chipotle Mexican Grill Inc, Molson Coors Brewing Co, Speedway Motorsports Inc

Hunt Valley, MD, based Investment company Mario Cibelli buys HD Supply Holdings Inc, Macerich Co, O'Reilly Automotive Inc, SeaWorld Entertainment Inc, Sturm Ruger Inc, trivago NV, sells Chipotle Mexican Grill Inc, Molson Coors Brewing Co, Speedway Motorsports Inc, Darling Ingredients Inc, GrubHub Inc during the 3-months ended 2017-09-30, according to the most recent filings of the investment company, Marathon Capital Management. As of 2017-09-30, Marathon Capital Management owns 31 stocks with a total value of $227 million. These are the details of the buys and sells.

For the details of Mario Cibelli's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Mario+Cibelli

These are the top 5 holdings of Mario Cibelli
  1. HD Supply Holdings Inc (HDS) - 710,000 shares, 11.27% of the total portfolio. Shares added by 289.04%
  2. Shutterfly Inc (SFLY) - 410,000 shares, 8.75% of the total portfolio. Shares reduced by 11.83%
  3. US Foods Holding Corp (USFD) - 625,000 shares, 7.34% of the total portfolio. Shares added by 14.16%
  4. PayPal Holdings Inc (PYPL) - 255,000 shares, 7.18% of the total portfolio. Shares reduced by 1.92%
  5. Macerich Co (MAC) - 285,000 shares, 6.89% of the total portfolio. Shares added by 72.73%
New Purchase: O'Reilly Automotive Inc (ORLY)

Mario Cibelli initiated holdings in O'Reilly Automotive Inc. The purchase prices were between $172.85 and $220.41, with an estimated average price of $198.08. The stock is now traded at around $245.83. The impact to the portfolio due to this purchase was 1.56%. The holdings were 16,500 shares as of 2017-09-30.

New Purchase: trivago NV (TRVG)

Mario Cibelli initiated holdings in trivago NV. The purchase prices were between $10.7 and $24.07, with an estimated average price of $17.01. The stock is now traded at around $6.57. The impact to the portfolio due to this purchase was 0.48%. The holdings were 100,000 shares as of 2017-09-30.

Added: HD Supply Holdings Inc (HDS)

Mario Cibelli added to the holdings in HD Supply Holdings Inc by 289.04%. The purchase prices were between $29.46 and $36.25, with an estimated average price of $32.07. The stock is now traded at around $38.64. The impact to the portfolio due to this purchase was 8.37%. The holdings were 710,000 shares as of 2017-09-30.

Added: Macerich Co (MAC)

Mario Cibelli added to the holdings in Macerich Co by 72.73%. The purchase prices were between $52.72 and $61.23, with an estimated average price of $56.13. The stock is now traded at around $64.95. The impact to the portfolio due to this purchase was 2.9%. The holdings were 285,000 shares as of 2017-09-30.

Added: SeaWorld Entertainment Inc (SEAS)

Mario Cibelli added to the holdings in SeaWorld Entertainment Inc by 33.33%. The purchase prices were between $12.1 and $16.34, with an estimated average price of $13.74. The stock is now traded at around $13.08. The impact to the portfolio due to this purchase was 1.14%. The holdings were 800,000 shares as of 2017-09-30.

Added: Sturm Ruger & Co Inc (RGR)

Mario Cibelli added to the holdings in Sturm Ruger & Co Inc by 100.00%. The purchase prices were between $45.75 and $62.9, with an estimated average price of $52.84. The stock is now traded at around $54.90. The impact to the portfolio due to this purchase was 0.57%. The holdings were 50,000 shares as of 2017-09-30.

Sold Out: Chipotle Mexican Grill Inc (CMG)

Mario Cibelli sold out the holdings in Chipotle Mexican Grill Inc. The sale prices were between $297.09 and $417.33, with an estimated average price of $337.8.

Sold Out: Molson Coors Brewing Co (TAP)

Mario Cibelli sold out the holdings in Molson Coors Brewing Co. The sale prices were between $81.35 and $91.83, with an estimated average price of $87.97.

Sold Out: Travelport Worldwide Ltd (TVPT)

Mario Cibelli sold out the holdings in Travelport Worldwide Ltd. The sale prices were between $13.46 and $15.73, with an estimated average price of $14.6.

Reduced: Speedway Motorsports Inc (TRK)

Mario Cibelli reduced to the holdings in Speedway Motorsports Inc by 54.29%. The sale prices were between $17.25 and $21.91, with an estimated average price of $20.1. The stock is now traded at around $19.36. The impact to the portfolio due to this sale was -1.59%. Mario Cibelli still held 160,000 shares as of 2017-09-30.

Reduced: Darling Ingredients Inc (DAR)

Mario Cibelli reduced to the holdings in Darling Ingredients Inc by 22.76%. The sale prices were between $15.6 and $18.27, with an estimated average price of $16.92. The stock is now traded at around $18.19. The impact to the portfolio due to this sale was -1.19%. Mario Cibelli still held 560,000 shares as of 2017-09-30.

Reduced: GrubHub Inc (GRUB)

Mario Cibelli reduced to the holdings in GrubHub Inc by 21.5%. The sale prices were between $43.13 and $57.09, with an estimated average price of $51.04. The stock is now traded at around $68.46. The impact to the portfolio due to this sale was -1.15%. Mario Cibelli still held 210,000 shares as of 2017-09-30.

Reduced: Fidelity National Financial Inc (FNFV)

Mario Cibelli reduced to the holdings in Fidelity National Financial Inc by 27.17%. The sale prices were between $15.4 and $17.65, with an estimated average price of $16.61. The stock is now traded at around $17.35. The impact to the portfolio due to this sale was -0.9%. Mario Cibelli still held 335,000 shares as of 2017-09-30.

Reduced: Liberty Expedia Holdings Inc (LEXEA)

Mario Cibelli reduced to the holdings in Liberty Expedia Holdings Inc by 25%. The sale prices were between $51.93 and $57.67, with an estimated average price of $54.11. The stock is now traded at around $43.98. The impact to the portfolio due to this sale was -0.12%. Mario Cibelli still held 15,000 shares as of 2017-09-30.



Here is the complete portfolio of Mario Cibelli. Also check out:

1. Mario Cibelli's Undervalued Stocks
2. Mario Cibelli's Top Growth Companies, and
3. Mario Cibelli's High Yield stocks
4. Stocks that Mario Cibelli keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by insider


User Generated Screeners


polymerhuang1 Month Earning-1
polymerhuang1 Month Earning
fluidityinglassF Short%20Squeeze%20high%20F,%
fluidityinglassShort%20Squeeze%20high%20F,%20
jmeekinsSmall Cap Tax Reform
pbarker46Over-priced?
efredbacFarm Business
pbarker46Zargon & competitors
pbarker46Tax Loss Selling
r-geerdesUS only
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK