Mario Cibelli
Latest statistics and disclosures from Cibelli Mario's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Outerwall, Shutterfly, WU, Liberty Media, Xoom, and represent 56.86% of Cibelli Mario's stock portfolio.
- Added to shares of these 5 stocks: Outerwall (+$33M), EXPE, Safeway, Blackhawk Network Hldgs Inc cl a, Weight Watchers International.
- Started 2 new stock positions in Outerwall, Safeway.
- Reduced shares in these 10 stocks: , Shutterfly (-$5.3M), NFLX, Xoom, Skullcandy, Panhandle Oil and Gas, Liberty Media, GDOT, Google, WU.
- Sold out of its positions in Coinstar, Panhandle Oil and Gas.
- Cibelli Mario was a net seller of stock by $-28M.
- Cibelli Mario has $169M in assets under management (AUM), dropping by -9.71%.
- Central Index Key (CIK): 0001171692
Portfolio Holdings for Cibelli Mario
Cibelli Mario holds 24 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Outerwall | 19.7 | $33M | NEW | 665k | 50.03 |
|
| Shutterfly | 14.6 | $25M | -17% | 440k | 55.88 |
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| Western Union Company (WU) | 10.9 | $18M | -2% | 985k | 18.66 |
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| Liberty Media | 5.9 | $10M | -5% | 425k | 23.47 |
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| Xoom | 5.7 | $9.6M | -6% | 303k | 31.76 |
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| World Wrestling Entertainment | 5.3 | $8.9M | 880k | 10.17 |
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| Expedia (EXPE) | 4.3 | $7.3M | +156% | 140k | 51.81 |
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| Weight Watchers International | 4.2 | $7.1M | +54% | 190k | 37.37 |
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| Apple (AAPL) | 3.7 | $6.2M | 13k | 476.77 |
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| Green Dot Corporation (GDOT) | 3.0 | $5.0M | -10% | 190k | 26.33 |
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| 2.8 | $4.7M | -10% | 5.4k | 875.93 |
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| Tripadvisor (TRIP) | 2.5 | $4.1M | -9% | 55k | 75.83 |
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| Blackhawk Network Hldgs Inc cl a | 2.4 | $4.0M | +560% | 165k | 24.03 |
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| Libertyinteractivecorp lbtventcoma | 2.2 | $3.7M | 42k | 88.17 |
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| Coach | 2.1 | $3.5M | 65k | 54.52 |
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| Safeway | 2.1 | $3.5M | NEW | 110k | 31.99 |
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| Ing U S | 1.9 | $3.1M | 108k | 29.21 |
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| Skullcandy | 1.8 | $3.1M | -18% | 500k | 6.20 |
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| Facebook Inc cl a (META) | 1.6 | $2.8M | 55k | 50.24 |
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| Netflix (NFLX) | 0.9 | $1.5M | -52% | 5.0k | 309.20 |
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| Allison Transmission Hldngs I (ALSN) | 0.8 | $1.4M | 55k | 25.05 |
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| Deckers Outdoor Corporation (DECK) | 0.8 | $1.3M | 20k | 65.90 |
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| Directv | 0.5 | $897k | 15k | 59.80 |
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| LivePerson (LPSN) | 0.3 | $472k | 50k | 9.44 |
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Past Filings by Cibelli Mario
SEC 13F filings are viewable for Cibelli Mario going back to 2011
- Cibelli Mario 2013 Q3 filed Nov. 14, 2013
- Cibelli Mario 2013 Q2 filed Aug. 14, 2013
- Mario Cibelli 2012 Q3 filed Nov. 14, 2012
- Mario Cibelli 2011 Q4 filed Feb. 14, 2012
- Mario Cibelli 2011 Q3 filed Nov. 14, 2011
- Mario Cibelli 2011 Q2 filed Aug. 15, 2011