Cibelli Capital Management as of Dec. 31, 2013
Portfolio Holdings for Cibelli Capital Management
Cibelli Capital Management holds 37 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shutterfly | 19.0 | $36M | 705k | 50.93 | |
| Outerwall | 9.4 | $18M | 265k | 67.27 | |
| Western Union Company (WU) | 7.8 | $15M | 855k | 17.25 | |
| World Wrestling Entertainment | 7.7 | $15M | 880k | 16.58 | |
| Liberty Media | 6.6 | $13M | 425k | 29.35 | |
| Xoom | 5.8 | $11M | 400k | 27.37 | |
| Expedia (EXPE) | 5.2 | $9.8M | 140k | 69.66 | |
| Apple (AAPL) | 3.9 | $7.3M | 13k | 561.00 | |
| Blackhawk Network Hldgs Inc cl a | 3.8 | $7.2M | 285k | 25.26 | |
| 3.2 | $6.1M | 5.4k | 1120.74 | ||
| Green Dot Corporation (GDOT) | 2.9 | $5.5M | 220k | 25.15 | |
| Libertyinteractivecorp lbtventcoma | 2.7 | $5.1M | 42k | 122.60 | |
| Ing U S | 2.0 | $3.8M | 108k | 35.15 | |
| Coach | 1.9 | $3.6M | 65k | 56.12 | |
| Tripadvisor (TRIP) | 1.9 | $3.6M | 44k | 82.84 | |
| Safeway | 1.9 | $3.6M | 110k | 32.57 | |
| Facebook Inc cl a (META) | 1.6 | $3.0M | 55k | 54.65 | |
| Monster Beverage | 1.1 | $2.0M | 30k | 67.77 | |
| eBay (EBAY) | 1.0 | $1.9M | 35k | 54.86 | |
| Weight Watchers International | 1.0 | $1.9M | 58k | 32.93 | |
| Netflix (NFLX) | 1.0 | $1.8M | 5.0k | 368.20 | |
| Deckers Outdoor Corporation (DECK) | 0.9 | $1.7M | 20k | 84.45 | |
| Skullcandy | 0.8 | $1.4M | 200k | 7.21 | |
| Allison Transmission Hldngs I (ALSN) | 0.7 | $1.4M | 50k | 27.62 | |
| IAC/InterActive | 0.6 | $1.2M | 18k | 68.63 | |
| Directv | 0.6 | $1.0M | 15k | 69.07 | |
| Nuveen Insured Municipal Opp. Fund | 0.5 | $952k | 72k | 13.22 | |
| BLACKROCK MUN TARGET TERM TR SHARES Of Ben (BTT) | 0.5 | $924k | 54k | 17.11 | |
| Nuveen Premium Income Muni Fund 2 | 0.5 | $904k | 72k | 12.56 | |
| Invesco Van Kampen Municipal Trust (VKQ) | 0.5 | $904k | 78k | 11.59 | |
| Nuveen Intermediate | 0.5 | $898k | 78k | 11.51 | |
| Nuveen Premium Income Municipal Fund | 0.5 | $888k | 72k | 12.33 | |
| Invesco Quality Municipal Inc Trust (IQI) | 0.5 | $867k | 78k | 11.12 | |
| Western Asset Municipal Partners Fnd | 0.4 | $784k | 57k | 13.75 | |
| LivePerson (LPSN) | 0.4 | $741k | 50k | 14.82 | |
| Marin Software | 0.3 | $666k | 65k | 10.25 | |
| Chegg (CHGG) | 0.2 | $468k | 55k | 8.51 |
