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  The J. M. Smucker Co. (SJM)
← All SJM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 29,851 0.03 Add 6.95% <0.01 $93.86–119.39 · VW $106.37i $2,878,830 SEC
2025   Q4 27,912 0.03 Reduce 15.77% <0.01 $97.32–112.36 · VW $103.38i $2,730,073 SEC
2025   Q3 33,138 0.05 Buy 0.05 $98.33–114.74 · VW $107.58i $3,598,787 SEC
2025   Q2 0 0.00 Sell 100.00% 1.16 $93.30–120.76 · VW $107.17i SEC
2025   Q1 541,551 1.16 Buy 1.16 $98.77–121.48 · VW $110.60i $64,125,054 SEC
2023   Q4 0 0.00 Sell 100.00% 0.03 $107.33–127.93 · VW $116.10i SEC
2023   Q3 10,549 0.03 Reduce 39.15% 0.02 $122.64–153.94 · VW $139.27i $1,296,578 SEC
2023   Q2 17,337 0.05 Buy 0.05 $142.76–159.92 · VW $150.76i $2,560,155 SEC
2021   Q4 0 0.00 Sell 100.00% 0.02 $119.31–139.87 · VW $128.45i SEC
2021   Q3 13,078 0.02 Buy 0.02 $118.55–136.35 · VW $126.16i $1,570,000 SEC
2019   Q4 0 0.00 Sell 100.00% 0.06 $101.10–113.00 · VW $106.08i SEC
2019   Q3 36,939 0.06 Reduce 46.11% 0.05 $101.75–120.38 · VW $109.71i $4,064,000 SEC
2019   Q2 68,550 0.11 Reduce 3.55% <0.01 $114.45–128.43 · VW $120.36i $7,896,000 SEC
2019   Q1 71,070 0.11 Add 109.34% 0.06 $91.95–116.77 · VW $106.61i $8,280,000 SEC
2018   Q4 33,950 0.05 Buy 0.05 $91.32–115.45 · VW $103.52i $3,174,000 SEC
Price snapshot:
Current price$110.53
Avg. buy price$107.81
+/- since buy2.52%
52-week low$87.28
52-week high$118.08