Cibelli Mario as of Sept. 30, 2013
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 | 665k | 50.03 | |
| Shutterfly | 14.6 | $25M | 440k | 55.88 | |
| Western Union Company (WU) | 10.9 | $18M | 985k | 18.66 | |
| Liberty Media | 5.9 | $10M | 425k | 23.47 | |
| Xoom | 5.7 | $9.6M | 303k | 31.76 | |
| World Wrestling Entertainment | 5.3 | $8.9M | 880k | 10.17 | |
| Expedia (EXPE) | 4.3 | $7.3M | 140k | 51.81 | |
| Weight Watchers International | 4.2 | $7.1M | 190k | 37.37 | |
| Apple (AAPL) | 3.7 | $6.2M | 13k | 476.77 | |
| Green Dot Corporation (GDOT) | 3.0 | $5.0M | 190k | 26.33 | |
| 2.8 | $4.7M | 5.4k | 875.93 | ||
| Tripadvisor (TRIP) | 2.5 | $4.1M | 55k | 75.83 | |
| Blackhawk Network Hldgs Inc cl a | 2.4 | $4.0M | 165k | 24.03 | |
| Libertyinteractivecorp lbtventcoma | 2.2 | $3.7M | 42k | 88.17 | |
| Coach | 2.1 | $3.5M | 65k | 54.52 | |
| Safeway | 2.1 | $3.5M | 110k | 31.99 | |
| Ing U S | 1.9 | $3.1M | 108k | 29.21 | |
| Skullcandy | 1.8 | $3.1M | 500k | 6.20 | |
| Facebook Inc cl a (META) | 1.6 | $2.8M | 55k | 50.24 | |
| Netflix (NFLX) | 0.9 | $1.5M | 5.0k | 309.20 | |
| Allison Transmission Hldngs I (ALSN) | 0.8 | $1.4M | 55k | 25.05 | |
| Deckers Outdoor Corporation (DECK) | 0.8 | $1.3M | 20k | 65.90 | |
| Directv | 0.5 | $897k | 15k | 59.80 | |
| LivePerson (LPSN) | 0.3 | $472k | 50k | 9.44 |
