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23 minutes ago
- Yahoo
Mario Cibelli's Strategic Moves: Amrize Ltd Takes Center Stage with 0.86% Portfolio Impact
Insightful Analysis of Mario Cibelli (Trades, Portfolio)'s Second Quarter 2025 13F Filing Warning! GuruFocus has detected 6 Warning Sign with META. Mario Cibelli (Trades, Portfolio) recently submitted the 13F filing for the second quarter of 2025, providing insights into his investment moves during this period. Mario Cibelli (Trades, Portfolio) launched Marathon Partners Equity Management in 1997 after working with Mario Gabelli (Trades, Portfolio) at Gamco Investors, where he provided back-office support to the trading desk. Cibelli is a long-term investor who finds stocks he believes will double in three to five years, regardless of the current market conditions. He is known for focusing on less efficient portions of the market; Shutterfly and Xoom Inc. made up significant portions of the firms portfolio at one point. He was an early investor in Netflix in 2004, when shares were just $10. Summary of New Buy Mario Cibelli (Trades, Portfolio) added a total of 2 stocks, among them: The most significant addition was Amrize Ltd (NYSE:AMRZ), with 20,000 shares, accounting for 0.86% of the portfolio and a total value of $991,000. The second largest addition to the portfolio was Peloton Interactive Inc (NASDAQ:PTON), consisting of 25,000 shares, representing approximately 0.15% of the portfolio, with a total value of $173,500. Key Position Increases Mario Cibelli (Trades, Portfolio) also increased stakes in a total of 5 stocks, among them: The most notable increase was Lionsgate Studios Corp (NYSE:LION), with an additional 126,030 shares, bringing the total to 225,000 shares. This adjustment represents a significant 127.34% increase in share count, a 0.64% impact on the current portfolio, with a total value of $1,307,250. The second largest increase was Xometry Inc (NASDAQ:XMTR), with an additional 17,500 shares, bringing the total to 282,500. This adjustment represents a significant 6.6% increase in share count, with a total value of $9,545,680. Summary of Sold Out Mario Cibelli (Trades, Portfolio) completely exited 3 of the holdings in the second quarter of 2025, as detailed below: Cambria Cannabis ETF (TOKE): Mario Cibelli (Trades, Portfolio) sold all 75,000 shares, resulting in a -0.35% impact on the portfolio. A-Mark Precious Metals Inc (NASDAQ:AMRK): Mario Cibelli (Trades, Portfolio) liquidated all 12,500 shares, causing a -0.32% impact on the portfolio. Key Position Reduces Mario Cibelli (Trades, Portfolio) also reduced positions in 5 stocks. The most significant changes include: Reduced Remitly Global Inc (NASDAQ:RELY) by 25,000 shares, resulting in a -2.63% decrease in shares and a -0.53% impact on the portfolio. The stock traded at an average price of $20.8 during the quarter and has returned -17.55% over the past 3 months and -11.52% year-to-date. Reduced TKO Group Holdings Inc (NYSE:TKO) by 2,500 shares, resulting in a -2.2% reduction in shares and a -0.39% impact on the portfolio. The stock traded at an average price of $160.5 during the quarter and has returned 16.56% over the past 3 months and 35.28% year-to-date. Portfolio Overview At the second quarter of 2025, Mario Cibelli (Trades, Portfolio)'s portfolio included 18 stocks, with top holdings including 18.11% in Meta Platforms Inc (NASDAQ:META), 17.55% in TKO Group Holdings Inc (NYSE:TKO), 15.08% in Remitly Global Inc (NASDAQ:RELY), 13.58% in Uber Technologies Inc (NYSE:UBER), and 8.29% in Xometry Inc (NASDAQ:XMTR). The holdings are mainly concentrated in 7 of all the 11 industries: Communication Services, Technology, Industrials, Healthcare, Consumer Cyclical, Basic Materials, Consumer Defensive. This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
23 minutes ago
- Yahoo
Flooding In Tennessee Damages Countless Cars
Read the full story on The Auto Wire Flooding in Chattanooga, Tennessee made a mess of roads, flooding countless cars and causing widespread destruction. Even worse, at the time this article was written, the death toll was at four individuals, a number which likely will more rain forecasted for the area by the National Weather Service, the flooding is expected to worsen before it gets better. That has officials pleading with people to stay home instead of trying to traverse flooded roads. Numerous streets and neighborhoods are flooded, with cars abandoned as drivers who thought they could make it were forced to leave their rides. Even more shocking, sections of Interstate 24 by the Georgia border have become impassible, thanks to high waters and stalled out cars. Footage taken by a bystander and shared on social media site X shows a man breaking the back window on an SUV to rescue a woman trapped inside. The water comes up to the man's neck as the vehicle floats helplessly in the floodwaters. One of the deceased was found in floodwaters as rescuers searched for someone else who was swept away, reports Chattanooga Times Free Press. The other three deaths were from a family who were in their car when a tree fell on it. The best way to not get into a bad situation when a road is flooded is to not drive down it. Many times, drivers believe the water they're headed towards is shallower than it really is, only realizing once they're literally in too deep that they're in trouble. Everyone should have a glass break in their car, just in case they end up in a situation where they need to escape through a window quickly. Most vehicles will float for a few minutes before they start to sink, and that's when you want to get out. Image via X Join our Newsletter, subscribe to our YouTube page, and follow us on Facebook.
Yahoo
23 minutes ago
- Yahoo
Oracle, Google cloud units strike deal for Oracle to sell Gemini models
By Stephen Nellis SAN FRANCISCO (Reuters) -Oracle and Alphabet said on Thursday their cloud computing units have struck a deal to offer Google's Gemini artificial intelligence models through Oracle's cloud computing services and business applications. The deal, similar to one that Oracle struck with Elon Musk's xAI in June, will let software developers tap Google's models to generate text, video, images and audio while using Oracle's cloud. Businesses that use Oracle's various applications for corporate finances, human resources and supply chain planning will also be able to choose to use Google's models inside those apps. Those Oracle customers will be able to pay for the Google AI technologies using the same system of Oracle cloud credits they use to pay for Oracle services. The two companies did not disclose what, if any, payments will flow between them as part of the deal. For Oracle, the move advances the company's strategy of offering a menu of AI options to its customers rather than trying to push its own technology. For Google, it represents another step in its effort to expand the reach of its cloud offerings and win corporate customers away from rivals such as Microsoft. Sign in to access your portfolio
