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  US Foods Holdings Corp. (USFD)
← All USFD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 3,795,998 2.79 Buy 2.79 $74.14–102.13 · VW $89.34i $350,028,976 SEC
Price snapshot:
Current price$101.31
Avg. buy price$92.21
+/- since buy9.87%
52-week low$69.88
52-week high$105.17