Copy Invest | Sonar Terminal

Lee Ainslie - Maverick Capital

6398 trades · 6160 closed · 238 open · Win rate: 34.5% · Avg return: +9.7% · Median return: 0%

⚠ 31 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
ETD - Ethan Allen Interiors Inc.	Q1 2019	$19.13	Q2 2019	$21.06	+10.09%	Closed	History

MEL - Mellon Finl Corp	Q4 2004	$31.11	Q4 2005	$34.25	+10.09%	Closed	History

DIN - Dine Brands Global, Inc.	Q3 2019	$75.89	Q4 2019	$83.53	+10.07%	Closed	History

PCAR - PACCAR Inc	Q2 2018	$41.30	Q3 2018	$45.46	+10.07%	Closed	History

BIIB - Biogen Inc.	Q4 2008	$47.63	Q1 2009	$52.42	+10.06%	Closed	History

NVS - Novartis AG	Q1 2024	$96.73	Q2 2024	$106.46	+10.06%	Closed	History

GRMN - Garmin Ltd.	Q4 2020	$119.66	Q1 2021	$131.68	+10.05%	Closed	History

POST - Post Holdings, Inc.	Q3 2022	$82.02	Q4 2022	$90.26	+10.05%	Closed	History

WU - The Western Union Co.	Q4 2006	$22.42	Q3 2008	$24.67	+10.04%	Closed	History

DT - Dynatrace, Inc.	Q3 2022	$34.81	Q4 2022	$38.30	+10.03%	Closed	History

LUV - Southwest Airlines Co.	Q2 2020	$34.18	Q3 2020	$37.60	+10.01%	Closed	History

BNY - The Bank of New York Mellon Cor	Q1 2021	$47.25	Q3 2021	$51.97	+9.99%	Closed	History

ILMN - Illumina, Inc.	Q4 2020	$358.75	Q3 2021	$394.53	+9.98%	Closed	History

PAAS - Pan American Silver Corp.	Q1 2025	$25.83	Q2 2025	$28.40	+9.95%	Closed	History

EBAY - eBay Inc.	Q1 2025	$67.73	Q2 2025	$74.46	+9.94%	Closed	History

LOGI - Logitech International S.A.	Q1 2026	$90.52	Open	$99.51	+9.93%	Open	History

ZNGA - Zynga Inc	Q1 2020	$6.85	Q3 2021	$7.53	+9.93%	Closed	History

EWBC - East West Bancorp, Inc.	Q2 2021	$71.43	Q4 2021	$78.50	+9.90%	Closed	History

CPT - Camden Property Trust	Q4 2023	$99.29	Q2 2024	$109.11	+9.89%	Closed	History

ST - Sensata Technologies Holdings plc	Q4 2024	$27.40	Q2 2025	$30.11	+9.89%	Closed	History

ACHC - Acadia Healthcare Co., Inc.	Q1 2021	$57.07	Q2 2021	$62.71	+9.88%	Closed	History

LIVN - LivaNova PLC	Q2 2020	$48.13	Q3 2023	$52.88	+9.87%	Closed	History

CVS - CVS Health Corp.	Q4 2011	$40.78	Q1 2012	$44.80	+9.86%	Closed	History

GNW - Genworth Finl Inc Com Cl A	Q1 2005	$27.52	Q2 2005	$30.23	+9.85%	Closed	History

DTE - DTE Energy Co.	Q4 2020	$103.40	Q1 2021	$113.57	+9.83%	Closed	History

ZTS - Zoetis Inc.	Q2 2019	$113.48	Q3 2019	$124.62	+9.82%	Closed	History

FDS - FactSet Research Systems Inc.	Q3 2021	$394.49	Q1 2022	$433.19	+9.81%	Closed	History

DSGX - The Descartes Systems Group Inc.	Q3 2022	$63.45	Q4 2022	$69.67	+9.80%	Closed	History

TME - Tencent Music Entertainment Group	Q2 2020	$13.47	Q3 2020	$14.79	+9.80%	Closed	History

KTB - Kontoor Brands, Inc.	Q1 2024	$60.25	Q2 2024	$66.15	+9.79%	Closed	History

TEVA - Teva Pharmaceutical Industries Ltd.	Q3 2020	$9.01	Q2 2021	$9.89	+9.77%	Closed	History

CRI - Carter's, Inc.	Q3 2017	$98.75	Q2 2018	$108.39	+9.76%	Closed	History

8214761Q - Alcan Aluminium Ltd	Q4 2000	$34.19	Q2 2002	$37.52	+9.74%	Closed	History

HLF - Herbalife Ltd.	Q2 2018	$53.72	Q4 2018	$58.95	+9.74%	Closed	History

ULTA - Ulta Beauty, Inc.	Q3 2021	$362.87	Q1 2022	$398.22	+9.74%	Closed	History

GTN - Gray Media, Inc.	Q1 2021	$18.40	Q4 2021	$20.19	+9.73%	Closed	History

LYB - LyondellBasell Industries N.V.	Q2 2019	$86.13	Q4 2019	$94.48	+9.69%	Closed	History

VSW - Avago Technologies Ltd	Q4 2011	$28.86	Q4 2012	$31.65	+9.67%	Closed	History

PDCO - Patterson Cos Inc	Q2 2020	$22.00	Q3 2020	$24.12	+9.64%	Closed	History

CNI - Canadian National Railway Co.	Q4 2021	$122.53	Q1 2022	$134.31	+9.61%	Closed	History

MLNX - Mellanox Technologies Ltd	Q2 2019	$110.67	Q1 2020	$121.31	+9.61%	Closed	History

INTC - Intel Corp.	Q4 2015	$34.45	Q3 2016	$37.75	+9.58%	Closed	History

JAZZ - Jazz Pharmaceuticals plc	Q1 2016	$130.54	Q1 2019	$142.96	+9.51%	Closed	History

SLM - SLM Corp.	Q1 2021	$17.98	Q4 2021	$19.69	+9.51%	Closed	History

TXN - Texas Instruments Inc.	Q1 2015	$57.21	Q2 2016	$62.65	+9.51%	Closed	History

WRB - W. R. Berkley Corp.	Q2 2021	$33.33	Q4 2021	$36.50	+9.51%	Closed	History

MKC - McCormick & Co., Inc.	Q2 2019	$77.51	Q4 2019	$84.87	+9.50%	Closed	History

MSGS - Madison Square Garden Sports Corp.	Q4 2018	$190.94	Q1 2019	$209.08	+9.50%	Closed	History

PBH - Prestige Consumer Healthcare Inc.	Q2 2019	$31.68	Q3 2019	$34.69	+9.50%	Closed	History

SCVL - Shoe Carnival Inc	Q4 2023	$30.21	Q4 2024	$33.08	+9.50%	Closed	History

JBLU - JetBlue Airways Corp.	Q1 2015	$19.28	Q1 2016	$21.11	+9.49%	Closed	History

VSW - Avago Technologies Ltd	Q4 2010	$28.41	Q1 2011	$31.10	+9.47%	Closed	History

WMB - The Williams Companies, Inc.	Q1 2021	$23.71	Q3 2021	$25.94	+9.41%	Closed	History

BTU - Peabody Energy Corp.	Q1 2024	$24.26	Q3 2024	$26.54	+9.40%	Closed	History

FIS - Fidelity National Information Services, Inc.	Q2 2017	$85.40	Q3 2017	$93.39	+9.36%	Closed	History

BA - The Boeing Co.	Q4 2017	$294.90	Q4 2018	$322.47	+9.35%	Closed	History

TEX - Terex Corp.	Q1 2026	$59.10	Open	$64.62	+9.33%	Open	History

IQV - IQVIA Holdings Inc.	Q1 2022	$231.36	Q1 2024	$252.89	+9.31%	Closed	History

KO - The Coca-Cola Co.	Q3 2023	$55.98	Q1 2024	$61.18	+9.29%	Closed	History

DUK - Duke Energy Corp.	Q1 2020	$81.05	Q3 2020	$88.54	+9.24%	Closed	History

LSXMK - Liberty Media Corp Del	Q2 2021	$46.43	Q4 2021	$50.72	+9.24%	Closed	History

SIX - Six Flags Entmt Corp New	Q3 2017	$60.94	Q4 2017	$66.57	+9.24%	Closed	History

VRSN - VeriSign, Inc.	Q3 2022	$173.49	Q1 2024	$189.51	+9.23%	Closed	History

IEX - IDEX Corp.	Q3 2020	$182.29	Q4 2020	$199.07	+9.21%	Closed	History

MAN - ManpowerGroup Inc.	Q1 2004	$46.50	Q2 2004	$50.77	+9.18%	Closed	History

TUESQ - Tuesday Morning Corp Com	Q1 2005	$28.87	Q2 2005	$31.52	+9.18%	Closed	History

BLMN - Bloomin' Brands, Inc.	Q2 2020	$14.08	Q3 2020	$15.37	+9.16%	Closed	History

KVUE - Kenvue Inc.	Q1 2026	$17.24	Open	$18.82	+9.16%	Open	History

151915Q - Tosco Corp Com	Q2 1999	$25.94	Q2 2000	$28.31	+9.14%	Closed	History

ETN - Eaton Corp. plc	Q3 2006	$34.43	Q4 2006	$37.57	+9.14%	Closed	History

LUV - Southwest Airlines Co.	Q3 2022	$30.85	Q4 2022	$33.67	+9.14%	Closed	History

HUBB - Hubbell Inc.	Q2 2020	$125.35	Q3 2020	$136.80	+9.13%	Closed	History

PM - Philip Morris International Inc.	Q2 2016	$101.72	Q3 2017	$111.01	+9.13%	Closed	History

FLR - Fluor Corp.	Q1 2026	$46.65	Open	$50.89	+9.09%	Open	History

TSCO - Tractor Supply Co.	Q2 2018	$15.30	Q4 2018	$16.69	+9.09%	Closed	History

BC - Brunswick Corp.	Q1 2026	$72.76	Open	$79.34	+9.04%	Open	History

ALLY - Ally Financial Inc.	Q3 2017	$24.26	Q3 2018	$26.45	+9.03%	Closed	History

ENR - Energizer Hldgs Inc New	Q1 2022	$30.77	Q4 2022	$33.55	+9.03%	Closed	History

DXC - DXC Technology Co.	Q3 2022	$24.51	Q2 2023	$26.72	+9.02%	Closed	History

MUR - Murphy Oil Corp.	Q3 2022	$35.13	Q2 2023	$38.30	+9.02%	Closed	History

MOO - Monsanto Co New	Q3 2013	$104.37	Q1 2014	$113.77	+9.01%	Closed	History

ALSN - Allison Transmission Holdings, Inc.	Q2 2014	$31.10	Q4 2014	$33.90	+9.00%	Closed	History

MCO - Moody's Corp.	Q3 2021	$355.86	Q4 2021	$387.88	+9.00%	Closed	History

DIG1 - Directv	Q1 2015	$85.07	Q2 2015	$92.71	+8.98%	Closed	History

ITGR - Integer Holdings Corp.	Q1 2026	$88.00	Open	$95.90	+8.98%	Open	History

BDX - Becton, Dickinson and Co.	Q2 2018	$183.74	Q3 2018	$200.20	+8.96%	Closed	History

DVA - DaVita Inc.	Q1 2012	$45.09	Q2 2012	$49.11	+8.92%	Closed	History

PRM - Perimeter Solutions, Inc.	Q4 2024	$12.78	Q2 2025	$13.92	+8.92%	Closed	History

PEP - PepsiCo, Inc.	Q1 2022	$167.38	Q1 2023	$182.30	+8.91%	Closed	History

RJF - Raymond James Financial, Inc.	Q1 2020	$42.11	Q2 2020	$45.87	+8.91%	Closed	History

UMGI - Mediaone Group Inc	Q2 1999	$74.37	Q1 2000	$81.00	+8.91%	Closed	History

CW - Curtiss-Wright Corp.	Q3 2019	$129.37	Q4 2019	$140.88	+8.90%	Closed	History

LPS - Lender Processing Svcs Inc	Q3 2008	$30.52	Q3 2010	$33.23	+8.88%	Closed	History

LOW - Lowe's Companies, Inc.	Q4 2002	$18.75	Q1 2003	$20.41	+8.85%	Closed	History

HOG - Harley-Davidson, Inc.	Q3 2022	$34.89	Q1 2023	$37.97	+8.83%	Closed	History

META - Meta Platforms, Inc.	Q3 2013	$50.23	Q4 2013	$54.65	+8.80%	Closed	History

GD - General Dynamics Corp.	Q4 2023	$259.67	Q1 2024	$282.49	+8.79%	Closed	History

BR - Broadridge Financial Solutions, Inc.	Q1 2021	$153.01	Q3 2021	$166.44	+8.78%	Closed	History

HNZ - Heinz Hj Co	Q3 2003	$34.28	Q1 2004	$37.29	+8.78%	Closed	History

UNP - Union Pacific Corp.	Q1 2006	$23.34	Q1 2007	$25.39	+8.78%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.