- Added Positions: FB, ELF, HDS, EBAY, MAC, GOOGL, CMCSA,
- Reduced Positions: SFLY, JAX, ORLY, ULTA, USFD, GRUB, QRTEA,
- Sold Out: DG, KAR, ONDK,
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- e.l.f. Beauty Inc (ELF) - 3,555,000 shares, 18.91% of the total portfolio. Shares added by 16.94%
- US Foods Holding Corp (USFD) - 1,412,500 shares, 18.65% of the total portfolio. Shares reduced by 1.91%
- HD Supply Holdings Inc (HDS) - 880,000 shares, 13.18% of the total portfolio. Shares added by 18.92%
- PayPal Holdings Inc (PYPL) - 230,000 shares, 6.69% of the total portfolio.
- Facebook Inc (FB) - 85,000 shares, 5.77% of the total portfolio. Shares added by 240.00%
Marathon Capital Management added to a holding in Facebook Inc by 240.00%. The purchase prices were between $155.1 and $202, with an estimated average price of $180.53. The stock is now traded at around $180.05. The impact to a portfolio due to this purchase was 4.07%. The holding were 85,000 shares as of 2018-06-30.
Added: eBay Inc (EBAY)Marathon Capital Management added to a holding in eBay Inc by 29.25%. The purchase prices were between $36.14 and $42.2, with an estimated average price of $38.93. The stock is now traded at around $33.88. The impact to a portfolio due to this purchase was 0.98%. The holding were 342,500 shares as of 2018-06-30.
Added: Alphabet Inc (GOOGL)Marathon Capital Management added to a holding in Alphabet Inc by 26.09%. The purchase prices were between $1009.95 and $1184.07, with an estimated average price of $1087.78. The stock is now traded at around $1248.64. The impact to a portfolio due to this purchase was 0.24%. The holding were 2,900 shares as of 2018-06-30.
Sold Out: Dollar General Corp (DG)Marathon Capital Management sold out a holding in Dollar General Corp. The sale prices were between $89.26 and $100.45, with an estimated average price of $96.32.
Sold Out: KAR Auction Services Inc (KAR)Marathon Capital Management sold out a holding in KAR Auction Services Inc. The sale prices were between $51.89 and $55.81, with an estimated average price of $53.85.
Sold Out: On Deck Capital Inc (ONDK)Marathon Capital Management sold out a holding in On Deck Capital Inc. The sale prices were between $5.14 and $7.62, with an estimated average price of $6.13.
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
