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  Pennymac Finl Svcs Inc New (PFSI)
← All PFSI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% 0.01 $91.78–130.02 · VW $107.07i SEC
2025   Q2 8,073 0.01 $99.64 $804,394 SEC
2025   Q1 8,073 0.01 Add 150.40% <0.01 $93.78–115.46 · VW $102.75i $808,188 SEC
2024   Q4 3,224 0.01 Reduce 74.81% 0.02 $97.17–114.49 · VW $103.92i $329,299 SEC
2024   Q3 12,798 0.03 Reduce 0.82% <0.01 $90.26–119.13 · VW $104.38i $1,458,588 SEC
2024   Q2 12,904 0.02 Add 263.80% 0.01 $83.03–94.90 · VW $89.65i $1,220,718 SEC
2024   Q1 3,547 <0.01 Add 19.07% <0.01 $81.93–94.78 · VW $87.96i $323,096 SEC
2023   Q4 2,979 <0.01 Buy <0.01 $62.15–93.50 · VW $75.90i $263,254 SEC
2023   Q3 0 0.00 Sell 100.00% <0.01 $64.84–82.92 · VW $72.12i SEC
2023   Q2 5,749 <0.01 Reduce 29.28% <0.01 $56.16–72.27 · VW $63.48i $404,212 SEC
2023   Q1 8,129 0.01 Add 8.85% <0.01 $54.00–73.79 · VW $62.13i $484,570 SEC
2022   Q4 7,468 0.01 Add 33.48% <0.01 $41.77–60.50 · VW $53.40i $423,137 SEC
2022   Q3 5,595 0.01 Buy 0.01 $42.74–60.17 · VW $51.08i $240,000 SEC
2022   Q1 0 0.00 Sell 100.00% <0.01 $52.82–71.45 · VW $59.56i SEC
2021   Q4 1,900 <0.01 Reduce 74.30% <0.01 $60.82–71.52 · VW $65.55i $133,000 SEC
2021   Q3 7,392 <0.01 Reduce 41.28% <0.01 $57.32–70.14 · VW $63.30i $452,000 SEC
2021   Q2 12,589 0.01 Add 29.72% <0.01 $55.11–67.28 · VW $61.18i $777,000 SEC
2021   Q1 9,705 <0.01 Add 96.54% <0.01 $55.94–70.99 · VW $62.58i $649,000 SEC
2020   Q4 4,938 0.01 Buy 0.01 $49.67–70.00 · VW $58.45i $324,000 SEC