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  Itt Educational Services Inc (ESINQ)
← All ESINQ superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2007   Q3 0 0.00 Sell 100.00% 1.02 $93.32–127.62 · VW $110.87i SEC
2007   Q2 789,685 1.02 Reduce 56.79% 1.09 $81.54–120.79 · VW $107.02i $92,693,000 SEC
2007   Q1 1,827,485 1.92 Buy 1.92 $66.30–84.38 · VW $78.23i $148,922,000 SEC
2006   Q4 0 0.00 Sell 100.00% 0.10 $66.26–70.99 · VW $68.60i SEC
2006   Q3 94,100 0.10 Buy 0.10 $62.83–68.80 · VW $66.18i $6,239,000 SEC
2005   Q3 0 0.00 Sell 100.00% 1.43 $46.82–53.56 · VW $50.64i SEC
2005   Q2 1,478,900 1.43 Reduce 24.29% 0.45 $41.58–54.32 · VW $47.64i $79,003,000 SEC
2005   Q1 1,953,400 1.83 Add 43.13% 0.55 $44.85–51.26 · VW $48.50i $94,740,000 SEC
2004   Q4 1,364,800 1.16 $47.55 $64,896,000 SEC