- Added Positions: GRUB, BKNG, GIL, GOOG, WWE,
- Reduced Positions: USFD, MAC, HDS, PYPL, JAX,
- Sold Out: EBAY, KAR,
For the details of Mario Cibelli's stock buys and sells, go to https://www.gurufocus.com/guru/mario+cibelli/current-portfolio/portfolioportfolio
These are the top 5 holdings of Mario Cibelli- e.l.f. Beauty Inc (ELF) - 4,462,500 shares, 25.98% of the total portfolio. Shares added by 0.85%
- US Foods Holding Corp (USFD) - 700,000 shares, 10.34% of the total portfolio. Shares reduced by 18.84%
- PayPal Holdings Inc (PYPL) - 212,500 shares, 10.04% of the total portfolio. Shares reduced by 6.59%
- HD Supply Holdings Inc (HDS) - 587,500 shares, 9.77% of the total portfolio. Shares reduced by 8.91%
- GrubHub Inc (GRUB) - 300,000 shares, 9.66% of the total portfolio. Shares added by 87.50%
Marathon Capital Management added to a holding in GrubHub Inc by 87.50%. The purchase prices were between $61.62 and $77.99, with an estimated average price of $68.04. The stock is now traded at around $65.49. The impact to a portfolio due to this purchase was 4.51%. The holding were 300,000 shares as of .
Added: Booking Holdings Inc (BKNG)Marathon Capital Management added to a holding in Booking Holdings Inc by 30.77%. The purchase prices were between $1650.46 and $1887.73, with an estimated average price of $1795.29. The stock is now traded at around $1943.19. The impact to a portfolio due to this purchase was 0.93%. The holding were 5,100 shares as of .
Added: Alphabet Inc (GOOG)Marathon Capital Management added to a holding in Alphabet Inc by 26.09%. The purchase prices were between $1036.23 and $1287.58, with an estimated average price of $1154.77. The stock is now traded at around $1197.27. The impact to a portfolio due to this purchase was 0.27%. The holding were 2,900 shares as of .
Sold Out: eBay Inc (EBAY)Marathon Capital Management sold out a holding in eBay Inc. The sale prices were between $35.62 and $40.13, with an estimated average price of $37.54.
Sold Out: KAR Auction Services Inc (KAR)Marathon Capital Management sold out a holding in KAR Auction Services Inc. The sale prices were between $19.69 and $25, with an estimated average price of $21.53.
Reduced: Macerich Co (MAC)Marathon Capital Management reduced to a holding in Macerich Co by 31.82%. The sale prices were between $32.2 and $44.22, with an estimated average price of $39.33. The stock is now traded at around $30.44. The impact to a portfolio due to this sale was -1.34%. Marathon Capital Management still held 150,000 shares as of .
Here is the complete portfolio of Mario Cibelli. Also check out:
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2. Mario Cibelli's Top Growth Companies, and
3. Mario Cibelli's High Yield stocks
4. Stocks that Mario Cibelli keeps buying