Cibelli Mario 13F Holdings · last filed Q3 2013
Cibelli Mario reported 24 securities worth $168.55M in its SEC 13F filing for Q3 2013 (period ended 2013-09-30). Top holdings: OUTR (19.74%), SFLY (14.59%), WU (10.91%). Among its top 25 positions this quarter: 2 new, 3 added, 9 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | OUTR | OUTERWALL INC | $33.3M | 19.74% | 665,000 | New |
| 2 | SFLY | SHUTTERFLY INC | $24.6M | 14.59% | 440,000 | Trimmed |
| 3 | WU | WESTERN UN CO | $18.4M | 10.91% | 985,000 | Trimmed |
| 4 | QVCGA | LIBERTY INTERACTIVE CORP | $10.0M | 5.92% | 425,000 | Trimmed |
| 5 | XOOM | XOOM CORP | $9.6M | 5.71% | 303,000 | Trimmed |
| 6 | WWE | WORLD WRESTLING ENTMT INC | $8.9M | 5.31% | 880,000 | Hold |
| 7 | EXPE | EXPEDIA INC DEL | $7.3M | 4.30% | 140,000 | Added |
| 8 | WW | WEIGHT WATCHERS INTL INC NEW | $7.1M | 4.21% | 190,000 | Added |
| 9 | AAPL | APPLE INC | $6.2M | 3.68% | 13,000 | Hold |
| 10 | GDOT | GREEN DOT CORP | $5.0M | 2.97% | 190,000 | Trimmed |
| 11 | GOOGL | GOOGLE INC | $4.7M | 2.81% | 5,400 | Trimmed |
| 12 | TRIP | TRIPADVISOR INC | $4.1M | 2.45% | 54,500 | Trimmed |
| 13 | HAWK | BLACKHAWK NETWORK HLDGS INC | $4.0M | 2.35% | 165,000 | Added |
| 14 | LVNTA | LIBERTY INTERACTIVE CORP | $3.7M | 2.20% | 42,000 | Hold |
| 15 | TPR | COACH INC | $3.5M | 2.10% | 65,000 | Hold |
| 16 | SWY | SAFEWAY INC | $3.5M | 2.09% | 110,000 | New |
| 17 | VOYA | ING U S INC | $3.1M | 1.86% | 107,500 | Hold |
| 18 | SKUL | SKULLCANDY INC | $3.1M | 1.84% | 500,000 | Trimmed |
| 19 | META | FACEBOOK INC | $2.8M | 1.64% | 55,000 | Hold |
| 20 | NFLX | NETFLIX INC | $1.5M | 0.92% | 5,000 | Trimmed |
| 21 | ALSN | ALLISON TRANSMISSION HLDGS I | $1.4M | 0.82% | 55,000 | Hold |
| 22 | DECK | DECKERS OUTDOOR CORP | $1.3M | 0.78% | 20,000 | Hold |
| 23 | DTV1 | DIRECTV | $897,000 | 0.53% | 15,000 | Hold |
| 24 | LPSN | LIVEPERSON INC | $472,000 | 0.28% | 50,000 | Hold |
| 25 | OUTR | COINSTAR INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2013-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR