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Premium Members Only)Ticker![]() | Company![]() | Date
|
Action |
Impact
![]() |
Price Range (Average)*
![]() |
Current Price | Change from Average![]() |
Comment | Current Shares | |
|---|---|---|---|---|---|---|---|---|---|---|
| VRX | Valeant Pharmaceutic... | 2013-03-31 | Buy | 1.9% | $59.77 - $75.02 ($67.07) | $ 78.17 | 16% | New holding, 4912495 sh. | 4,912,495 | |
| VMED | Virgin Media Inc | 2013-03-31 | Buy | 1.4% | $36.75 - $48.97 ($43.23) | $ 50.36 | 16% | New holding, 5659808 sh. | 5,659,808 | |
| MJN | Mead Johnson Nutriti... | 2013-03-31 | Add | 1.31% | $65.89 - $80.4 ($73.34) | $ 80.47 | 10% | Add 87.45% | 7,026,776 | |
| ISRG | Intuitive Surgical, ... | 2013-03-31 | Add | 1.25% | $459.436 - $583.67 ($532.25) | $ 484 | -9% | Add 118.16% | 888,681 | |
| CME | CME Group, Inc. | 2013-03-31 | Buy | 1.1% | $50.67 - $63.14 ($58.2) | $ 65.17 | 12% | New holding, 3541560 sh. | 3,541,560 | |
| LMCA | Liberty Media Corpor... | 2013-03-31 | Buy | 1.1% | $106.99 - $113.06 ($110.26) | $ 126.2 | 14% | New holding, 1918415 sh. | 1,918,415 | |
| TMO | Thermo Fisher Scient... | 2013-03-31 | Buy | 1.1% | $63.78 - $77.7 ($72.65) | $ 86.27 | 19% | New holding, 2847088 sh. | 2,847,088 | |
| HRB | H&R Block Inc | 2013-03-31 | Buy | 1% | $18.57 - $29.42 ($23.95) | $ 29.64 | 24% | New holding, 6754940 sh. | 6,754,940 | |
| SBH | Sally Beauty Holding... | 2013-03-31 | Buy | 0.94% | $23.57 - $29.7 ($27.07) | $ 31.16 | 15% | New holding, 6175857 sh. | 6,175,857 | |
| NWSA | News Corporation | 2013-03-31 | Add | 0.82% | $25.51 - $30.69 ($28.45) | $ 33.22 | 17% | Add 30.4% | 22,076,325 | |
| ULTA | Ulta Salon Cosmetics... | 2013-03-31 | Add | 0.74% | $73.96 - $101.99 ($91.2) | $ 93.97 | 3% | Add 41.9% | 6,009,943 | |
| MON | Monsanto Company | 2013-03-31 | Add | 0.72% | $94.65 - $105.63 ($101.37) | $ 108.38 | 7% | Add 24.34% | 6,662,550 | |
| QCOM | Qualcomm, Inc. | 2013-03-31 | Add | 0.62% | $61.86 - $67.97 ($65.43) | $ 66.61 | 2% | Add 27.4% | 8,299,637 | |
| GRA | W. R. Grace & Co. | 2013-03-31 | Buy | 0.6% | $67.23 - $78.51 ($73.02) | $ 80.67 | 10% | New holding, 1493884 sh. | 1,493,884 | |
| SEMG | Semgroup Corp | 2013-03-31 | Add | 0.44% | $39.08 - $51.72 ($45.53) | $ 56.12 | 23% | Add 79.77% | 3,906,318 | |
| EBAY | eBay Inc | 2013-03-31 | Add | 0.33% | $50.11 - $57.21 ($54.07) | $ 56.71 | 5% | Add 14.08% | 9,740,666 | |
| GPS | Gap, Inc. | 2013-03-31 | Add | 0.3% | $31.04 - $36.65 ($33.4) | $ 40.96 | 23% | Add 8.79% | 20,155,033 | |
| DG | Dollar General Corpo... | 2013-03-31 | Add | 0.23% | $42.33 - $52.22 ($46.3) | $ 54.08 | 17% | Add 6.74% | 14,243,793 | |
| YNDX | Yandex NV | 2013-03-31 | Buy | 0.2% | $21.54 - $25.66 ($23.64) | $ 29.01 | 23% | New holding, 1705900 sh. | 1,705,900 | |
| COF | Capital One Financia... | 2013-03-31 | Add | 0.18% | $50.8 - $62.88 ($56.17) | $ 60.83 | 8% | Add 14.57% | 5,079,222 | |
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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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