Stephen Mandel - Lone Pine Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    36
Portfolio value:    $12,543,849,391
Holdings Activity Buys Sells    History
Holding/activity history for  Bath & Body Works, Inc. (BBWI)
← All BBWI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q3 0 0.00 Sell 100.00% 3.58 $26.21–41.06 · VW $33.06i SEC
2024   Q2 11,315,515 3.58 Add 15.84% 0.49 $38.44–52.99 · VW $43.49i $441,870,861 SEC
2024   Q1 9,768,116 3.86 Reduce 6.52% 0.25 $40.91–50.17 · VW $47.03i $488,601,162 SEC
2023   Q4 10,448,872 3.90 Add 20.01% 0.65 $27.30–44.07 · VW $38.18i $450,973,316 SEC
2023   Q3 8,706,401 2.84 Reduce 46.77% 2.63 $31.62–39.80 · VW $35.07i $294,276,354 SEC
2023   Q2 16,356,915 5.62 Reduce 16.40% 1.09 $31.22–43.11 · VW $37.28i $613,384,313 SEC
2023   Q1 19,565,935 6.63 Reduce 5.16% 0.43 $33.67–49.55 · VW $39.93i $715,721,902 SEC
2022   Q4 20,630,231 8.30 $42.14 $869,357,934 SEC
2022   Q3 20,630,231 6.34 Reduce 7.16% 0.40 $25.81–42.57 · VW $33.66i $672,546,000 SEC
2022   Q2 22,221,713 5.64 $26.92 $598,209,000 SEC
2022   Q1 22,221,713 6.32 Reduce 8.55% 0.59 $45.46–71.51 · VW $54.92i $1,062,198,000 SEC
2021   Q4 24,300,268 6.95 $69.79 $1,695,916,000 SEC
2021   Q3 24,300,268 5.16 Buy 5.16 $55.65–69.47 · VW $62.72i $1,531,646,000 SEC
Price snapshot:
Current price$20.42
52-week low$14.00
52-week high$32.38