Markets

Mario Cibelli Buys US Foods Holding, On Deck Capital, Chipotle Mexican Grill, Sells Liberty ...

Mario Cibelli

  • New Purchases: DVMT , LEXEA ,
  • Added Positions: USFD , ONDK, CMG, TRIP, EBAY, QVCA, HAWK, SEAS, DAR,
  • Reduced Positions:SFLY, LTRPA, GRUB, LVNTA, MWA, WWE,
  • Sold Out:SAH, NDLS,

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. Shutterfly Inc ( SFLY ) - 725,000 shares, 15.45% of the total portfolio. Shares reduced by 13.69%
  2. Chipotle Mexican Grill Inc ( CMG ) - 70,000 shares, 11.22% of the total portfolio.
  3. GrubHub Inc ( GRUB ) - 550,000 shares, 8.79% of the total portfolio. Shares reduced by 13.39%
  4. Darling Ingredients Inc ( DAR ) - 1,075,000 shares, 5.9% of the total portfolio. Shares added by 3.37%
  5. US Foods Holding Corp ( USFD ) - 380,000 shares, 4.44% of the total portfolio. Shares added by 245.45%

New Purchase: Dell Technologies Inc (DVMT)

Mario Cibelli initiated holdings in Dell Technologies Inc. The purchase prices were between $46.72 and $57.29, with an estimated average price of $51.07. The stock is now traded at around $64.83. The impact to the portfolio due to this purchase was 1.11%. The holdings were 47,500 shares as of 2016-12-31.

New Purchase: Liberty Expedia Holdings Inc (LEXEA)

Mario Cibelli initiated holdings in Liberty Expedia Holdings Inc. The purchase prices were between $39.32 and $45, with an estimated average price of $42.49. The stock is now traded at around $43.80. The impact to the portfolio due to this purchase was 0.34%. The holdings were 19,999 shares as of 2016-12-31.

Added: US Foods Holding Corp ( USFD )

Mario Cibelli added to the holdings in US Foods Holding Corp by 245.45%. The purchase prices were between $22.38 and $27.48, with an estimated average price of $24.01. The stock is now traded at around $27.50. The impact to the portfolio due to this purchase was 3.15%. The holdings were 380,000 shares as of 2016-12-31.

Added: On Deck Capital Inc (ONDK)

Mario Cibelli added to the holdings in On Deck Capital Inc by 257.14%. The purchase prices were between $3.88 and $5.6, with an estimated average price of $4.67. The stock is now traded at around $5.60. The impact to the portfolio due to this purchase was 1.77%. The holdings were 1,250,000 shares as of 2016-12-31.

Added: Chipotle Mexican Grill Inc ( CMG )

Mario Cibelli added to the holdings in Chipotle Mexican Grill Inc by 62.07%. The purchase prices were between $359.92 and $437.88, with an estimated average price of $394.45. The stock is now traded at around $414.14. The impact to the portfolio due to this purchase was 1.44%. The holdings were 23,500 shares as of 2016-12-31.

Added: TripAdvisor Inc (TRIP)

Mario Cibelli added to the holdings in TripAdvisor Inc by 260.00%. The purchase prices were between $46.28 and $65.87, with an estimated average price of $54.99. The stock is now traded at around $51.39. The impact to the portfolio due to this purchase was 1.28%. The holdings were 90,000 shares as of 2016-12-31.

Added: eBay Inc (EBAY)

Mario Cibelli added to the holdings in eBay Inc by 26.09%. The purchase prices were between $27.39 and $32.56, with an estimated average price of $29.53. The stock is now traded at around $33.79. The impact to the portfolio due to this purchase was 0.76%. The holdings were 290,000 shares as of 2016-12-31.

Added: QVC Group (QVCA)

Mario Cibelli added to the holdings in QVC Group by 20.69%. The purchase prices were between $18.12 and $22.13, with an estimated average price of $19.9. The stock is now traded at around $19.03. The impact to the portfolio due to this purchase was 0.51%. The holdings were 350,000 shares as of 2016-12-31.

Sold Out: Sonic Automotive Inc (SAH)

Mario Cibelli sold out the holdings in Sonic Automotive Inc. The sale prices were between $16.9 and $24, with an estimated average price of $20.32.

Sold Out: Noodles & Co (NDLS)

Mario Cibelli sold out the holdings in Noodles & Co. The sale prices were between $3.85 and $5, with an estimated average price of $4.48.

Premium Members

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.


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

In This Story

CMG GRUB DAR USFD

Other Topics

Stocks

Latest Markets Videos