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  O'Reilly Automotive, Inc. (ORLY)
← All ORLY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2017   Q3 0 0.00 Sell 100.00% 3.31 $11.30–14.73 · VW $13.37i SEC
2017   Q2 42,617,550 3.31 Buy 3.31 $14.38–18.01 · VW $16.12i $621,478,000 SEC
2013   Q2 0 0.00 Sell 100.00% 1.17 $6.52–7.60 · VW $7.19i SEC
2013   Q1 31,286,760 1.17 Reduce 3.64% 0.05 $5.80–7.01 · VW $6.50i $213,666,000 SEC
2012   Q4 32,467,470 1.28 Add 41.90% 0.38 $5.24–6.33 · VW $5.88i $193,549,000 SEC
2012   Q3 22,880,415 0.81 Buy 0.81 $5.34–6.47 · VW $5.73i $127,551,000 SEC
2011   Q3 0 0.00 Sell 100.00% 3.16 $3.75–4.80 · VW $4.23i SEC
2011   Q2 83,450,940 3.16 $4.37 $364,458,000 SEC
2011   Q1 83,450,940 2.85 Buy 2.85 $3.56–4.11 · VW $3.80i $319,673,000 SEC
Price snapshot:
Current price$87.28
52-week low$82.71
52-week high$108.72