CIBELLI MARIO 13F Holdings
CIK 0001171692 · New York, NY
As of Sep 30, 2013, CIBELLI MARIO reported 24 positions worth
CIK 0001171692 · New York, NY
As of Sep 30, 2013, CIBELLI MARIO reported 24 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| OUTERWALL INC | OUTR | Consumer Cyclical | 665,000 | $33.3K | 19.74% |
| SHUTTERFLY INC | SFLY | Consumer Cyclical | 440,000 | $24.6K | 14.59% |
| WESTERN UNION CO | WU | Financial Services | 985,000 | 8.4K | 10.91% |
| LIBERTY INTERACTIVE CORP | — | — | 425,000 | 0.0K | 5.92% |
| PayPal | XOOM | Financial Services | 303,000 | $9.6K | 5.71% |
| WORLD WRESTLING FED ENTMNT | WWE | Communication Services | 880,000 | $9.0K | 5.31% |
| EXPEDIA GROUP INC | EXPE | Industrials | 140,000 | $7.3K | 4.30% |
| Weight Watchers Intl | — | — | 190,000 | $7.1K | 4.21% |
| APPLE INC | AAPL | Technology | 13,000 | $6.2K | 3.68% |
| GREEN DOT CORP | GDOT | Financial Services | 190,000 | $5.0K | 2.97% |
| ALPHABET A | GOOGL | Communication Services | 5,400 | $4.7K | 2.81% |
| TRIPADVISOR INC | TRIP | Industrials | 54,500 | $4.1K | 2.45% |
| BLACKHAWK NETWORK HOLDING INC | HAWK | Financial Services | 165,000 | $4.0K | 2.35% |
| LIBERTYMED VENTURES | LVNTA | Consumer Cyclical | 42,000 | $3.7K | 2.20% |
| COACH INC | — | — | 65,000 | $3.5K | 2.10% |
| SAFEWAY INC | — | — | 110,000 | $3.5K | 2.09% |
| VOYA FINANCIAL INC. | VOYA | Financial Services | 107,500 | $3.1K | 1.86% |
| SKULLCANDY INC | SKUL | Technology | 500,000 | $3.1K | 1.84% |
| META PLATFORMS INC | META | Communication Services | 55,000 | $2.8K | 1.64% |
| NETFLIX INC | NFLX | Communication Services | 5,000 | .5K | 0.92% |
| ALLISON TRANSMISSION HOLDINGS INC | ALSN | Consumer Cyclical | 55,000 | .4K | 0.82% |
| DECKERS OUTDOOR CORP | DECK | Consumer Cyclical | 20,000 | .3K | 0.78% |
| DIRECTV | DTV1 | Communication Services | 15,000 | $897.0 | 0.53% |
| LIVEPERSON INC | LPSN | Technology | 50,000 | $472.0 | 0.28% |