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  Martin Marietta Materials, Inc. (MLM)
← All MLM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2007   Q2 0 0.00 Sell 100.00% 1.76 $131.64–170.25 · VW $151.96i SEC
2007   Q1 1,011,957 1.76 Buy 1.76 $98.91–137.27 · VW $122.61i $136,817,000 SEC
2006   Q4 0 0.00 Sell 100.00% 4.01 $83.61–106.28 · VW $94.23i SEC
2006   Q3 3,064,774 4.01 Buy 4.01 $74.05–92.10 · VW $82.32i $259,341,000 SEC
Price snapshot:
Current price$569.35
52-week low$524.63
52-week high$709.08