Mario Cibelli as of Sept. 30, 2011
Portfolio Holdings for Mario Cibelli
Mario Cibelli holds 12 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shutterfly | 27.9 | $38M | 922k | 41.18 | |
| Coinstar | 24.2 | $33M | 822k | 40.00 | |
| 14.7 | $20M | 39k | 515.03 | ||
| Expedia | 11.1 | $15M | 586k | 25.75 | |
| Liberty Media | 7.0 | $9.5M | 641k | 14.76 | |
| SPDR Gold Trust (GLD) | 3.6 | $4.9M | 31k | 158.06 | |
| Green Dot Corporation (GDOT) | 3.0 | $4.1M | 131k | 31.32 | |
| Lumber Liquidators Holdings | 3.0 | $4.0M | 267k | 15.10 | |
| Dover Motorsports | 2.3 | $3.1M | 2.5M | 1.25 | |
| World Wrestling Entertainment | 2.2 | $2.9M | 330k | 8.91 | |
| Panhandle Oil and Gas | 0.9 | $1.3M | 45k | 28.38 | |
| Wal-Mart Stores (WMT) | 0.2 | $239k | 4.6k | 51.96 |
