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Mario Cibelli Buys HD Supply Holdings Inc, Macerich Co, O'Reilly Automotive Inc, Sells Chipotle ...


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Mario Cibelli
  • New Purchases: ORLY , TRVG ,
  • Added Positions: HDS , MAC, SEAS, USFD, RGR, JAX, DG, ONDK,
  • Reduced Positions:TRK, SFLY, DAR, GRUB, FNFV, QVCA, EBAY, GOOGL, KAR, HAWK,
  • Sold Out:CMG, TAP, TVPT,

For the details of Mario Cibelli's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Mario+Cibelli

These are the top 5 holdings of Mario Cibelli

  1. HD Supply Holdings Inc ( HDS ) - 710,000 shares, 11.27% of the total portfolio. Shares added by 289.04%
  2. Shutterfly Inc ( SFLY ) - 410,000 shares, 8.75% of the total portfolio. Shares reduced by 11.83%
  3. US Foods Holding Corp ( USFD ) - 625,000 shares, 7.34% of the total portfolio. Shares added by 14.16%
  4. PayPal Holdings Inc ( PYPL ) - 255,000 shares, 7.18% of the total portfolio. Shares reduced by 1.92%
  5. Macerich Co ( MAC ) - 285,000 shares, 6.89% of the total portfolio. Shares added by 72.73%


New Purchase: O'Reilly Automotive Inc (ORLY)

Mario Cibelli initiated holdings in O'Reilly Automotive Inc. The purchase prices were between $172.85 and $220.41, with an estimated average price of $198.08. The stock is now traded at around $245.83. The impact to the portfolio due to this purchase was 1.56%. The holdings were 16,500 shares as of 2017-09-30.

New Purchase: trivago NV (TRVG)

Mario Cibelli initiated holdings in trivago NV. The purchase prices were between $10.7 and $24.07, with an estimated average price of $17.01. The stock is now traded at around $6.57. The impact to the portfolio due to this purchase was 0.48%. The holdings were 100,000 shares as of 2017-09-30.

Added: HD Supply Holdings Inc ( HDS )

Mario Cibelli added to the holdings in HD Supply Holdings Inc by 289.04%. The purchase prices were between $29.46 and $36.25, with an estimated average price of $32.07. The stock is now traded at around $38.64. The impact to the portfolio due to this purchase was 8.37%. The holdings were 710,000 shares as of 2017-09-30.

Added: Macerich Co ( MAC )

Mario Cibelli added to the holdings in Macerich Co by 72.73%. The purchase prices were between $52.72 and $61.23, with an estimated average price of $56.13. The stock is now traded at around $64.95. The impact to the portfolio due to this purchase was 2.9%. The holdings were 285,000 shares as of 2017-09-30.

Added: SeaWorld Entertainment Inc (SEAS)

Mario Cibelli added to the holdings in SeaWorld Entertainment Inc by 33.33%. The purchase prices were between $12.1 and $16.34, with an estimated average price of $13.74. The stock is now traded at around $13.08. The impact to the portfolio due to this purchase was 1.14%. The holdings were 800,000 shares as of 2017-09-30.

Added: Sturm Ruger & Co Inc (RGR)

Mario Cibelli added to the holdings in Sturm Ruger & Co Inc by 100.00%. The purchase prices were between $45.75 and $62.9, with an estimated average price of $52.84. The stock is now traded at around $54.90. The impact to the portfolio due to this purchase was 0.57%. The holdings were 50,000 shares as of 2017-09-30.

Sold Out: Chipotle Mexican Grill Inc (CMG)

Mario Cibelli sold out the holdings in Chipotle Mexican Grill Inc. The sale prices were between $297.09 and $417.33, with an estimated average price of $337.8.

Sold Out: Molson Coors Brewing Co (TAP)

Mario Cibelli sold out the holdings in Molson Coors Brewing Co. The sale prices were between $81.35 and $91.83, with an estimated average price of $87.97.

Sold Out: Travelport Worldwide Ltd (TVPT)

Mario Cibelli sold out the holdings in Travelport Worldwide Ltd. The sale prices were between $13.46 and $15.73, with an estimated average price of $14.6.

Reduced: Speedway Motorsports Inc (TRK)

Mario Cibelli reduced to the holdings in Speedway Motorsports Inc by 54.29%. The sale prices were between $17.25 and $21.91, with an estimated average price of $20.1. The stock is now traded at around $19.36. The impact to the portfolio due to this sale was -1.59%. Mario Cibelli still held 160,000 shares as of 2017-09-30.

Reduced: Darling Ingredients Inc (DAR)

Mario Cibelli reduced to the holdings in Darling Ingredients Inc by 22.76%. The sale prices were between $15.6 and $18.27, with an estimated average price of $16.92. The stock is now traded at around $18.19. The impact to the portfolio due to this sale was -1.19%. Mario Cibelli still held 560,000 shares as of 2017-09-30.

Reduced: GrubHub Inc (GRUB)

Mario Cibelli reduced to the holdings in GrubHub Inc by 21.5%. The sale prices were between $43.13 and $57.09, with an estimated average price of $51.04. The stock is now traded at around $68.46. The impact to the portfolio due to this sale was -1.15%. Mario Cibelli still held 210,000 shares as of 2017-09-30.

Reduced: Fidelity National Financial Inc (FNFV)

Mario Cibelli reduced to the holdings in Fidelity National Financial Inc by 27.17%. The sale prices were between $15.4 and $17.65, with an estimated average price of $16.61. The stock is now traded at around $17.35. The impact to the portfolio due to this sale was -0.9%. Mario Cibelli still held 335,000 shares as of 2017-09-30.

Reduced: Liberty Expedia Holdings Inc (LEXEA)

Mario Cibelli reduced to the holdings in Liberty Expedia Holdings Inc by 25%. The sale prices were between $51.93 and $57.67, with an estimated average price of $54.11. The stock is now traded at around $43.98. The impact to the portfolio due to this sale was -0.12%. Mario Cibelli still held 15,000 shares as of 2017-09-30.



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This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.



This article appears in: Investing , Stocks
Referenced Symbols: HDS , SFLY , USFD , PYPL , MAC


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