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Premium Members Only)Ticker![]() | Company![]() | Date
|
Action |
Impact
![]() |
Price Range (Average)*
![]() |
Current Price | Change from Average![]() |
Comment | Current Shares | |
|---|---|---|---|---|---|---|---|---|---|---|
| SLB | Schlumberger Ltd. | 2011-09-30 | Add | 0.95% | $60.33 - $94.7 ($79.09) | $ 74.16 | -6% | Add 47.84% | 6,041,581 | |
| RCL | Royal Caribbean Crui... | 2011-09-30 | Reduce | -0.58% | $21.99 - $39.15 ($28.27) | $ 34.26 | 21% | Reduce -39.85% | 3,115,316 | |
| RL | Ralph Lauren Corp | 2011-09-30 | Add | 0.14% | $114.16 - $151.77 ($136.12) | $ 178.9 | 31% | Add 3.18% | 4,215,814 | |
| QCOM | Qualcomm Inc. | 2011-09-30 | Add | 0.42% | $46.52 - $59.36 ($52.75) | $ 62.38 | 18% | Add 17.02% | 7,222,518 | |
| PCLN | Priceline.com Inc. | 2011-09-30 | Add | 1.06% | $448.95 - $552.15 ($519.23) | $ 834.82 | 61% | Add 80.47% | 646,389 | |
| OII | Oceaneering Internat... | 2011-09-30 | Add | 1.6% | $33.16 - $44.15 ($40.74) | $ 74.15 | 82% | Add 1149.39% | 6,043,228 | |
| ORLY | O Reilly Automotive ... | 2011-09-30 | Sold Out | -2.7414% | $56.91 - $71.72 ($64.26) | $ 113.09 | 76% | Sold Out | 0 | |
| NIHD | Nii Holdings Inc | 2011-09-30 | Buy | 1.54% | $29.33 - $43.86 ($38.17) | $ 7 | -82% | New holding, 7006471 sh. | 7,006,471 | |
| NLSN | Nielsen Holdings | 2011-09-30 | Sold Out | -1.3978% | $26.12 - $31.36 ($28.82) | $ 35.08 | 22% | Sold Out | 0 | |
| NWSA | News Corp. | 2011-09-30 | Add | 2.75% | $13.62 - $18.13 ($16.19) | $ 31.56 | 95% | Add 461.18% | 26,522,223 | |
| NFLX | Netflix Inc. | 2011-09-30 | Sold Out | -1.2634% | $113.19 - $298.73 ($228.28) | $ 228.83 | 0% | Sold Out | 0 | |
| NTES | Netease.com Inc. | 2011-09-30 | Add | 0.46% | $38.96 - $51.48 ($46.82) | $ 62.43 | 33% | Add 29.91% | 6,379,580 | |
| NTAP | Netapp Inc. | 2011-09-30 | Add | 0.54% | $34.96 - $53.94 ($42.41) | $ 39.39 | -7% | Add 25.72% | 9,519,193 | |
| MHS | Medco Health Solutio... | 2011-09-30 | Sold Out | -1.5626% | $47.93 - $65.96 ($54.55) | $ 70.3 | 29% | Sold Out | 0 | |
| LSTAD | Liberty Media Corp. ... | 2011-09-30 | Sold Out | -0.7128% | $65.46 - $77.93 ($71.69) | $ 63.56 | -11% | Sold Out | 0 | |
| LMCA | Liberty Media Corp. ... | 2011-09-30 | Add | 0.19% | $63.89 - $87.6 ($75.08) | $ 130.01 | 73% | Add 16.48% | 2,488,283 | |
| LVS | Las Vegas Sands | 2011-09-30 | Buy | 2.3% | $37.33 - $49.21 ($45.13) | $ 57.07 | 26% | New holding, 7366136 sh. | 7,366,136 | |
| ISS | Isoftstone Holdings | 2011-09-30 | Add | 0.06% | $7.63 - $16 ($11.2) | $ 5.3 | -53% | Add 31.91% | 5,053,798 | |
| IFF | International Flavor... | 2011-09-30 | Add | 0.11% | $52.8 - $64.96 ($59) | $ 79.89 | 35% | Add 9.12% | 2,992,507 | |
| GRFS | Grifols S.a. | 2011-09-30 | Buy | 0.37% | $5.02 - $7.39 ($6.39) | $ 26.46 | 314% | New holding, 7067971 sh. | 7,067,971 | |
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Steve Mandel's Profile:Steve Mandel is the founder of Lone Pine Capital, a long/short equity money manager, which he started in 1997. Prior to founding LPC, Mr. Mandel was senior managing director and consumer analyst at Tiger Management Corporation (1990-1997), mass-market retailing analyst at Goldman, Sachs (1984-1990) and senior consultant at Mars and Company (1982-1984). |
Steve Mandel's Current Portfolio:
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