Mario Cibelli's Strategic Moves: Sensient Technologies Corp Takes Center Stage

GuruFocus News

Thu, May 15, 2025, 5:03 AM 3 min read

Mario Cibelli (Trades, Portfolio) precocious submitted the 13F filing for the archetypal 4th of 2025, providing insights into his concern moves during this period. Mario Cibelli (Trades, Portfolio) launched Marathon Partners Equity Management successful 1997 aft moving with Mario Gabelli (Trades, Portfolio) astatine Gamco Investors, wherever helium provided back-office enactment to the trading desk. Cibelli is simply a semipermanent capitalist who finds stocks helium believes volition treble successful 3 to 5 years, careless of the existent marketplace conditions. He is known for focusing connected little businesslike portions of the market; Shutterfly and Xoom Inc. made up important portions of the firms portfolio astatine 1 point. He was an aboriginal capitalist successful Netflix successful 2004, erstwhile shares were conscionable $10.

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Mario Cibelli (Trades, Portfolio) added a full of 2 stocks, among them:

• The astir important summation was Lionsgate Studios Corp (NYSE:LION), with 100,000 shares, accounting for 0.76% of the portfolio and a full worth of $747,000.

• The 2nd largest summation to the portfolio was A-Mark Precious Metals Inc (NASDAQ:AMRK), consisting of 12,500 shares, representing astir 0.32% of the portfolio, with a full worth of $317,130.

Mario Cibelli (Trades, Portfolio) besides accrued stakes successful a full of 5 stocks, among them:

• The astir notable summation was Sensient Technologies Corp (NYSE:SXT), with an further 26,000 shares, bringing the full to 38,500 shares. This accommodation represents a important 208% summation successful stock count, a 1.98% interaction connected the existent portfolio, with a full worth of $2,865,560.

• The 2nd largest summation was Henry Schein Inc (NASDAQ:HSIC), with an further 20,000 shares, bringing the full to 107,500. This accommodation represents a important 22.86% summation successful stock count, with a full worth of $7,362,680.

Mario Cibelli (Trades, Portfolio) wholly exited 10 of the holdings successful the archetypal 4th of 2025, arsenic elaborate below:

• Jack In The Box Inc (NASDAQ:JACK): Mario Cibelli (Trades, Portfolio) sold each 50,000 shares, resulting successful a -1.81% interaction connected the portfolio.

• iShares S&P 500 Value ETF (IVE): Mario Cibelli (Trades, Portfolio) liquidated each 8,250 shares, causing a -1.37% interaction connected the portfolio.

Mario Cibelli (Trades, Portfolio) besides reduced positions successful 5 stocks. The astir important changes include:

• Reduced European Wax Center Inc (NASDAQ:EWCZ) by 50,000 shares, resulting successful an -18.18% alteration successful shares and a -0.29% interaction connected the portfolio. The banal traded astatine an mean terms of $5.95 during the 4th and has returned -34.56% implicit the past 3 months and -27.89% year-to-date.

• Reduced Atmus Filtration Technologies Inc (NYSE:ATMU) by 5,000 shares, resulting successful a -3.45% simplification successful shares and a -0.17% interaction connected the portfolio. The banal traded astatine an mean terms of $39.47 during the 4th and has returned -4.57% implicit the past 3 months and -1.91% year-to-date.