Latest statistics and disclosures from CIBELLI MARIO's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Outerwall, SFLY, WU, LINTA, Xoom. These five stock positions account for 56.86% of CIBELLI MARIO's total stock portfolio.
- Added to shares of these 10 stocks: Outerwall (+$33.27M), SFLY (+$24.59M), WU (+$18.38M), LINTA (+$9.97M), Xoom (+$9.62M), WWE (+$8.95M), Expedia (+$7.25M), WTW (+$7.10M), AAPL (+$6.20M), GDOT (+$5.00M).
- Started 23 new stock positions in SFLY, Libertyinteractivecorp lbtventcoma, DECK, Directv, Skullcandy, Facebook Inc cl a, Outerwall, NFLX, LPSN, GDOT. GOOG, Ing U S, SWY, Blackhawk Network Hldgs Inc cl a, COH, Xoom, AAPL, LINTA, WU, Expedia, WWE, WTW, Allison Transmission Hldngs I.
- Reduced shares in these 10 stocks: CSTR (-$39.18M), SFLY (-$36.41M), LINTA (-$8.65M), WWE (-$8.43M), Skullcandy (-$8.39M), Expedia (-$6.50M), Tripadvisor (-$6.35M), GOOG (-$6.02M), GDOT (-$5.46M), .
- Sold out of its positions in CSTR, Expedia, Facebook Inc cl a, GOOG, GDOT, LINTA, Libertyinteractivecorp lbtventcoma, NFLX, Pandora Media, PHX. GLD, SFLY, Skullcandy, WMT, WWE, Zipcar.
- As of Sept. 30, 2013, CIBELLI MARIO has $168.55M in assets under management (AUM). Assets under management grew from a total value of $139.45M to $168.55M.
- Independent of market fluctuations, CIBELLI MARIO was a net buyer by $23.16M worth of stocks in the most recent quarter.
CIBELLI MARIO portfolio companies for September 2013 quarter
|Company (Ticker)||Portfolio Weight||Share Count||Price||Last Trade|
|Shutterfly (SFLY)||14.59||440000 NEW||55.88||47.25|
|Western Union Company (WU)||10.91||985000 NEW||18.66||19.29|
|Liberty Media (LINTA)||5.92||425000 NEW||23.47||0.00|
|World Wrestling Entertainment (WWE)||5.31||880000 NEW||10.17||16.37|
|Weight Watchers International (WTW)||4.21||190000 NEW||37.37||9.90|
|Apple (AAPL)||3.68||13000 NEW||476.77||123.28|
|Green Dot Corporation (GDOT)||2.97||190000 NEW||26.33||15.88|
|Google (GOOG)||2.81||5400 NEW||875.93||554.33|
|Blackhawk Network Hldgs Inc cl a||2.35||165000 NEW||24.03||0.00|
|Libertyinteractivecorp lbtventcoma||2.20||42000 NEW||88.17||0.00|
|Coach (COH)||2.10||65000 NEW||54.52||40.63|
|Safeway (SWY)||2.09||110000 NEW||31.99||0.00|
|Ing U S||1.86||107500 NEW||29.21||0.00|
|Facebook Inc cl a||1.64||55000 NEW||50.24||0.00|
|Netflix (NFLX)||0.92||5000 NEW||309.20||443.79|
|Allison Transmission Hldngs I||0.82||55000 NEW||25.05||0.00|
|Deckers Outdoor Corporation (DECK)||0.78||20000 NEW||65.90||72.60|
|LivePerson (LPSN)||0.28||50000 NEW||9.44||10.99|