Mario Cibelli

Mario Cibelli is the Managing Partner at Marathon Partners Equity Management, LLC, a position he has held since April 1997. Under his leadership, the firm has developed a long-term, concentrated investment strategy, primarily focusing on less efficient market segments. Cibelli's investment philosophy emphasizes finding stocks that he believes will double in value within three to five years, irrespective of prevailing market conditions.12

Professional Background

• Marathon Partners Equity Management, LLC: Founded in 1997, the firm is based in New York and specializes in equity management. Cibelli previously worked with Mario Gabelli at Gamco Investors, where he provided support to the trading desk.25
• Board Membership: He served on the board of Shutterfly, Inc. from June 2015 to May 2016, where he contributed to significant changes in executive leadership and compensation structures during a transformative period for the company.12

Investment Focus

Cibelli is known for his early investments in companies like Netflix and focuses on sectors that are often overlooked by other investors. His portfolio includes notable holdings such as TKO Group Holdings Inc., Meta Platforms Inc., and Uber Technologies Inc..23

Education

Cibelli earned his degree in Finance from Binghamton University School of Management, graduating in 1990.1

Recent Activities

Recently, Cibelli has discussed investment opportunities in digital remittance companies like Remitly Global, showcasing his ongoing engagement with emerging market trends.34 His firm currently manages a portfolio valued at approximately $64 million with a turnover rate of 21% as of late 2023.2