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  Steel Dynamics, Inc. (STLD)
← All STLD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q2 0 0.00 Sell 100.00% <0.01 $49.38–66.88 · VW $58.84i SEC
2021   Q1 17,322 <0.01 Reduce 77.45% 0.04 $33.77–52.23 · VW $42.86i $879,000 SEC
2020   Q4 76,829 0.05 Add 3.96% <0.01 $28.31–40.22 · VW $34.50i $2,833,000 SEC
2020   Q3 73,901 0.04 Add 28.56% <0.01 $24.00–32.55 · VW $28.61i $2,116,000 SEC
2020   Q2 57,482 0.03 Reduce 2.89% <0.01 $20.52–29.98 · VW $25.26i $1,500,000 SEC
2020   Q1 59,190 0.03 Buy 0.03 $14.98–34.41 · VW $25.84i $1,334,000 SEC
2019   Q3 0 0.00 Sell 100.00% 0.05 $25.69–32.97 · VW $29.69i SEC
2019   Q2 116,720 0.05 Buy 0.05 $25.03–36.14 · VW $29.60i $3,525,000 SEC
2018   Q3 0 0.00 Sell 100.00% 0.15 $41.80–49.70 · VW $46.07i SEC
2018   Q2 266,910 0.15 Add 47.28% 0.05 $42.64–52.10 · VW $46.89i $12,265,000 SEC
2018   Q1 181,230 0.11 Add 21.95% 0.02 $41.13–50.70 · VW $45.54i $8,014,000 SEC
2017   Q4 148,610 0.09 Add 59.52% 0.03 $33.57–43.89 · VW $38.60i $6,410,000 SEC
2017   Q3 93,160 0.04 Add 36.38% 0.01 $32.20–38.70 · VW $35.06i $3,211,000 SEC
2017   Q2 68,310 0.03 Buy 0.03 $32.15–37.52 · VW $34.93i $2,446,000 SEC
Price snapshot:
Current price$234.14
52-week low$118.47
52-week high$288.09