Marathon Capital Management Buys Gildan Activewear Inc, Booking Holdings Inc, J. Alexander's Holdings Inc, Sells US Foods Holding Corp, Shutterfly Inc, eBay Inc

• New Purchases: BKNG, KAR, EB,
• Added Positions: GIL, ELF, JAX, COT, GRUB,
• Reduced Positions: USFD, HDS, EBAY, MAC,
• Sold Out: SFLY, ARMK, INXN,

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) - 4,425,000 shares, 20.75% of the total portfolio. Shares added by 6.63%
2. US Foods Holding Corp (USFD) - 862,500 shares, 13.32% of the total portfolio. Shares reduced by 41.03%
3. HD Supply Holdings Inc (HDS) - 645,000 shares, 12.37% of the total portfolio. Shares reduced by 18.35%
4. PayPal Holdings Inc (PYPL) - 227,500 shares, 10.45% of the total portfolio.
5. Facebook Inc (FB) - 112,500 shares, 8.30% of the total portfolio.

Marathon Capital Management initiated holding in Booking Holdings Inc. The purchase prices were between $1649.49 and $1935.5, with an estimated average price of $1785.18. The stock is now traded at around $1793.67. The impact to a portfolio due to this purchase was 3.01%. The holding were 3,900 shares as of .

Marathon Capital Management initiated holding in KAR Auction Services Inc. The purchase prices were between $45.62 and $54.51, with an estimated average price of $49.89. The stock is now traded at around $54.34. The impact to a portfolio due to this purchase was 0.57%. The holding were 25,000 shares as of .

Marathon Capital Management initiated holding in Eventbrite Inc. The purchase prices were between $19.06 and $32.42, with an estimated average price of $28.3. The stock is now traded at around $17.94. The impact to a portfolio due to this purchase was 0.42%. The holding were 50,000 shares as of .

Marathon Capital Management added to a holding in Gildan Activewear Inc by 165.52%. The purchase prices were between $29.8 and $36.73, with an estimated average price of $34.13. The stock is now traded at around $36.79. The impact to a portfolio due to this purchase was 3.82%. The holding were 385,000 shares as of .

Marathon Capital Management added to a holding in J. Alexander's Holdings Inc by 21.88%. The purchase prices were between $8.23 and $9.88, with an estimated average price of $9.17. The stock is now traded at around $10.53. The impact to a portfolio due to this purchase was 0.76%. The holding were 975,000 shares as of .

Marathon Capital Management added to a holding in Cott Corp by 40.18%. The purchase prices were between $13.86 and $15.77, with an estimated average price of $15.02. The stock is now traded at around $14.02. The impact to a portfolio due to this purchase was 0.73%. The holding were 392,500 shares as of .

Marathon Capital Management sold out a holding in Shutterfly Inc. The sale prices were between $39.32 and $47.91, with an estimated average price of $43.91.

Marathon Capital Management sold out a holding in Aramark. The sale prices were between $28.68 and $33.81, with an estimated average price of $31.01.

Marathon Capital Management sold out a holding in InterXion Holding NV. The sale prices were between $52.22 and $66.73, with an estimated average price of $61.85.

Marathon Capital Management reduced to a holding in US Foods Holding Corp by 41.03%. The sale prices were between $31.52 and $35.5, with an estimated average price of $34.27. The stock is now traded at around $38.35. The impact to a portfolio due to this sale was -8.9%. Marathon Capital Management still held 862,500 shares as of .

Marathon Capital Management reduced to a holding in eBay Inc by 46.08%. The sale prices were between $28.07 and $37.58, with an estimated average price of $34.56. The stock is now traded at around $36.80. The impact to a portfolio due to this sale was -1.55%. Marathon Capital Management still held 137,500 shares as of .

Marathon Capital Management reduced to a holding in Macerich Co by 20.72%. The sale prices were between $42 and $46.51, with an estimated average price of $44.22. The stock is now traded at around $42.07. The impact to a portfolio due to this sale was -1.17%. Marathon Capital Management still held 220,000 shares as of .