Stephen Mandel - Lone Pine Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    36
Portfolio value:    $12,543,849,391
Holdings Activity Buys Sells    History
Holding/activity history for  Sears Hldgs Corp (SHLDQ)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2013   Q2 0 0.00 Sell 100.00% 0.35 SEC
2013   Q1 1,273,500 0.35 $49.97 $63,637,000 SEC
2012   Q4 1,273,500 0.35 $41.36 $52,672,000 SEC
2012   Q3 1,273,500 0.42 Reduce 32.38% 0.23 $51.67 $65,807,000 SEC
2012   Q2 1,883,300 0.70 Add 2.74% 0.02 $59.70 $112,433,000 SEC
2012   Q1 1,833,100 0.82 Add 40.42% 0.24 $66.25 $121,443,000 SEC
2011   Q4 1,305,400 0.33 Reduce 44.78% 0.55 $31.78 $41,486,000 SEC
2011   Q3 2,364,200 1.22 Reduce 14.47% 0.25 $57.52 $135,989,000 SEC
2011   Q2 2,764,200 1.71 Add 0.36% <0.01 $71.44 $197,474,000 SEC
2011   Q1 2,754,200 2.03 Reduce 9.90% 0.21 $82.65 $227,635,000 SEC
2010   Q4 3,056,700 2.10 $73.75 $225,432,000 SEC
2010   Q3 3,056,700 2.92 $72.14 $220,510,000 SEC
2010   Q2 3,056,700 2.84 $64.65 $197,616,000 SEC
2010   Q1 3,056,700 3.29 Add 98.76% 1.63 $108.43 $331,438,000 SEC
2009   Q4 1,537,900 1.62 Buy 1.62 $83.45 $128,338,000 SEC
2009   Q3 0 0.00 Sell 100.00% 0.65 SEC
2009   Q2 500,000 0.65 $66.52 $33,260,000 SEC
2009   Q1 500,000 0.42 Reduce 84.22% 2.33 $45.71 $22,855,000 SEC
2008   Q4 3,167,900 2.77 Add 12.73% 0.31 $38.87 $123,136,000 SEC
2008   Q3 2,810,200 5.31 Add 82.86% 2.41 $93.50 $262,754,000 SEC
2008   Q2 1,536,800 1.94 Add 55.74% 0.69 $73.66 $113,201,000 SEC
2008   Q1 986,800 1.75 Buy 1.75 $102.09 $100,742,000 SEC