Lee Ainslie - Maverick Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    239
Portfolio value:    $8,599,101,588
Holdings Activity Buys Sells    History
Holding/activity history for  Murphy USA Inc. (MUSA)
← All MUSA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,332 0.01 Reduce 87.92% 0.04 $360.19–509.90 · VW $432.06i $657,968 SEC
2025   Q4 11,023 0.05 Buy 0.05 $349.83–413.97 · VW $380.44i $4,448,001 SEC
2023   Q2 0 0.00 Sell 100.00% 0.03 $248.75–314.30 · VW $286.13i SEC
2023   Q1 4,854 0.03 Reduce 8.12% <0.01 $231.65–281.44 · VW $259.41i $1,252,575 SEC
2022   Q4 5,283 0.03 Add 51.85% 0.01 $267.62–323.00 · VW $295.35i $1,476,810 SEC
2022   Q3 3,479 0.02 Add 69.46% <0.01 $230.99–303.09 · VW $278.93i $956,000 SEC
2022   Q2 2,053 0.01 Reduce 54.11% 0.01 $199.87–262.58 · VW $236.79i $478,000 SEC
2022   Q1 4,474 0.02 Add 991.22% 0.02 $164.30–203.99 · VW $188.93i $895,000 SEC
2021   Q4 410 <0.01 Buy <0.01 $159.97–201.14 · VW $177.85i $82,000 SEC
2021   Q3 0 0.00 Sell 100.00% <0.01 $131.12–171.67 · VW $153.55i SEC
2021   Q2 1,686 <0.01 Add 146.85% <0.01 $126.56–147.44 · VW $136.98i $225,000 SEC
2021   Q1 683 <0.01 Reduce 63.16% <0.01 $119.47–159.00 · VW $132.80i $99,000 SEC
2020   Q4 1,854 <0.01 Reduce 74.99% 0.02 $117.08–138.21 · VW $127.55i $243,000 SEC
2020   Q3 7,414 0.02 Reduce 19.88% <0.01 $110.61–144.09 · VW $132.07i $951,000 SEC
2020   Q2 9,254 0.02 Reduce 19.69% <0.01 $79.90–118.74 · VW $108.00i $1,042,000 SEC
2020   Q1 11,523 0.02 Reduce 85.95% 0.12 $78.75–117.26 · VW $98.21i $972,000 SEC
2019   Q4 82,012 0.14 Add 19.77% 0.02 $84.18–121.24 · VW $113.67i $9,595,000 SEC
2019   Q3 68,477 0.09 Buy 0.09 $80.94–94.71 · VW $87.71i $5,841,000 SEC
Price snapshot:
Current price$610.80
Avg. buy price$403.52
+/- since buy51.37%
52-week low$343.20
52-week high$636.05