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  Cheniere Energy, Inc. (LNG)
← All LNG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 0.01 $148.57–170.58 · VW $162.01i SEC
2023   Q2 8,338 0.01 $152.36 $1,270,378 SEC
2023   Q1 8,338 0.01 $157.60 $1,314,069 SEC
2022   Q4 8,338 0.01 Reduce 20.20% <0.01 $147.10–182.35 · VW $169.02i $1,250,366 SEC
2022   Q3 10,448 0.02 Buy 0.02 $120.29–178.62 · VW $155.98i $1,733,000 SEC
2017   Q3 0 0.00 Sell 100.00% 1.35 $40.36–49.59 · VW $44.35i SEC
2017   Q2 5,186,332 1.35 $48.71 $252,626,000 SEC
2017   Q1 5,186,332 1.32 $47.27 $245,158,000 SEC
2016   Q4 5,186,332 1.12 Reduce 51.72% 1.11 $35.07–44.45 · VW $40.36i $214,870,000 SEC
2016   Q3 10,741,417 2.14 Reduce 16.63% 0.37 $35.86–46.00 · VW $42.00i $468,326,000 SEC
2016   Q2 12,884,676 2.24 $37.55 $483,820,000 SEC
2016   Q1 12,884,676 2.24 Add 2.33% 0.05 $22.80–39.00 · VW $32.84i $435,889,000 SEC
2015   Q4 12,591,775 2.18 Add 2.86% 0.06 $35.09–54.95 · VW $45.12i $469,044,000 SEC
2015   Q3 12,241,775 2.89 Add 54.11% 1.01 $46.23–71.11 · VW $59.50i $591,278,000 SEC
2015   Q2 7,943,511 2.71 Reduce 0.94% 0.03 $67.38–81.12 · VW $74.02i $550,168,000 SEC
2015   Q1 8,018,486 3.03 Reduce 9.08% 0.29 $65.68–82.32 · VW $75.14i $620,631,000 SEC
2014   Q4 8,818,922 3.24 Add 27.68% 0.70 $58.10–79.80 · VW $69.51i $620,852,109 SEC
2014   Q3 6,906,909 2.71 Add 1116.86% 2.49 $67.12–85.00 · VW $76.60i $552,760,000 SEC
2014   Q2 567,600 0.21 Buy 0.21 $50.91–72.76 · VW $61.89i $40,697,000 SEC
Price snapshot:
Current price$263.29
52-week low$185.28
52-week high$300.19