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 Southern Co. (SO)
← All SO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q1 0 0.00 Sell 100.00% <0.01 $65.99–80.23 · VW $75.45i SEC
2023   Q4 3,464 <0.01 Reduce 71.62% 0.01 $65.80–73.42 · VW $68.82i $242,896 SEC
2023   Q3 12,204 0.02 Buy 0.02 $61.56–71.74 · VW $68.09i $789,843 SEC
2021   Q4 0 0.00 Sell 100.00% 0.01 $61.10–69.77 · VW $65.21i SEC
2021   Q3 16,772 0.01 Add 22.17% <0.01 $60.99–67.54 · VW $63.21i $1,039,000 SEC
2021   Q2 13,728 0.01 Buy 0.01 $60.12–67.46 · VW $64.44i $831,000 SEC
2021   Q1 0 0.00 Sell 100.00% 0.02 $57.02–66.93 · VW $62.62i SEC
2020   Q4 18,436 0.02 Buy 0.02 $56.69–62.21 · VW $58.54i $1,133,000 SEC
2020   Q3 0 0.00 Sell 100.00% 0.04 $51.22–64.93 · VW $58.67i SEC
2020   Q2 40,099 0.04 Buy 0.04 $50.40–60.47 · VW $54.35i $2,079,000 SEC
Price snapshot:
Current price$96.47
52-week low$82.46
52-week high$99.26