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  White Mountains Insurance Group, Ltd. (WTM)
← All WTM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2006   Q4 0 0.00 Sell 100.00% 0.94 $496.00–603.00 · VW $559.48i SEC
2006   Q3 121,950 0.94 Buy 0.94 $447.00–537.00 · VW $493.65i $60,604,000 SEC
2006   Q2 0 0.00 Sell 100.00% 1.33 $465.01–591.00 · VW $514.34i SEC
2006   Q1 126,850 1.33 Add 3.93% 0.05 $517.00–594.50 · VW $568.67i $75,412,000 SEC
2005   Q4 122,050 1.03 Reduce 15.74% 0.27 $555.00–638.99 · VW $584.18i $68,171,000 SEC
2005   Q3 144,850 1.70 Add 3.87% 0.06 $583.60–711.99 · VW $633.20i $87,489,000 SEC
2005   Q2 139,450 1.59 $630.90 $87,979,000 SEC
2005   Q1 139,450 1.64 Reduce 5.17% 0.09 $582.00–695.00 · VW $628.50i $84,855,000 SEC
2004   Q4 147,050 1.69 $646.00 $94,994,000 SEC
Price snapshot:
Current price$2,174.96
52-week low$1,647.25
52-week high$2,333.00