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  Constellation Brands, Inc. (STZ)
← All STZ superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2019   Q2 0 0.00 Sell 100.00% 5.26 $171.27–214.48 · VW $193.63i SEC
2019   Q1 4,932,455 5.26 Reduce 4.41% 0.26 $150.37–176.78 · VW $168.44i $864,807,000 SEC
2018   Q4 5,160,154 5.86 Add 19.68% 0.96 $156.25–228.91 · VW $194.31i $829,856,000 SEC
2018   Q3 4,311,764 5.00 Add 11.19% 0.50 $198.85–222.22 · VW $211.64i $929,703,000 SEC
2018   Q2 3,877,836 4.62 Reduce 20.03% 1.12 $214.50–236.62 · VW $225.35i $848,742,000 SEC
2018   Q1 4,849,090 5.60 Reduce 0.41% 0.02 $204.60–231.83 · VW $219.85i $1,105,205,000 SEC
2017   Q4 4,869,109 5.81 Reduce 31.19% 2.29 $198.44–229.42 · VW $217.98i $1,112,932,000 SEC
2017   Q3 7,076,082 7.35 Add 7.59% 0.52 $191.06–205.12 · VW $197.53i $1,411,325,000 SEC
2017   Q2 6,576,776 6.79 Reduce 9.43% 0.60 $160.53–197.41 · VW $179.88i $1,274,119,000 SEC
2017   Q1 7,261,717 6.36 Add 13.81% 0.77 $144.00–165.88 · VW $154.99i $1,176,906,000 SEC
2016   Q4 6,380,317 5.12 Add 14.62% 0.65 $144.00–173.55 · VW $157.48i $978,166,000 SEC
2016   Q3 5,566,692 4.23 Reduce 16.49% 0.84 $160.51–168.68 · VW $164.95i $926,799,000 SEC
2016   Q2 6,666,012 5.10 Add 13.06% 0.59 $149.26–166.22 · VW $157.83i $1,102,558,000 SEC
2016   Q1 5,896,221 4.59 Add 10.19% 0.42 $130.23–155.68 · VW $145.89i $890,860,000 SEC
2015   Q4 5,350,993 3.54 Add 14.23% 0.44 $124.57–144.87 · VW $137.26i $762,195,000 SEC
2015   Q3 4,684,214 2.87 Buy 2.87 $114.49–132.20 · VW $123.65i $586,510,000 SEC
Price snapshot:
Current price$134.51
52-week low$124.80
52-week high$173.43