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 

Marathon Capital Management Buys GrubHub Inc, Booking Holdings Inc, Alphabet Inc, Sells eBay Inc, Macerich Co, KAR Auction Services Inc

August 14, 2019 | About:

Hunt Valley, MD, based Investment company Marathon Capital Management (Current Portfolio) buys GrubHub Inc, Booking Holdings Inc, Alphabet Inc, sells eBay Inc, Macerich Co, KAR Auction Services Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Marathon Capital Management. As of 2019Q2, Marathon Capital Management owns 16 stocks with a total value of $242 million. These are the details of the buys and sells.

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
  1. e.l.f. Beauty Inc (ELF) - 4,462,500 shares, 25.98% of the total portfolio. Shares added by 0.85%
  2. US Foods Holding Corp (USFD) - 700,000 shares, 10.34% of the total portfolio. Shares reduced by 18.84%
  3. PayPal Holdings Inc (PYPL) - 212,500 shares, 10.04% of the total portfolio. Shares reduced by 6.59%
  4. HD Supply Holdings Inc (HDS) - 587,500 shares, 9.77% of the total portfolio. Shares reduced by 8.91%
  5. GrubHub Inc (GRUB) - 300,000 shares, 9.66% of the total portfolio. Shares added by 87.50%
Added: GrubHub Inc (GRUB)

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:

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


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
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