European Shorting
Number of Stocks: 59
Number of New Stocks: 9
Total Value: $19,267 Mil
Q/Q Turnover: 17%
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Premium Members Only)Ticker | Company | Date
|
Action |
Impact
|
Price Range (Average)*
|
Current Price | Change from Average |
Comment | Current Shares | |
|---|---|---|---|---|---|---|---|---|---|---|
| TSCO | Tractor Supply | 2012-12-31 | Sold Out | -1.8% | $83.39 - $102.45 ($91.47) | $ 111.23 | 22% | Sold Out | 0 |  |
| LBTYA | Liberty Global, Inc. | 2012-12-31 | Sold Out | -1.7% | $54.85 - $63.2 ($59.74) | $ 75.5 | 26% | Sold Out | 0 | |
| ESRX | Express Scripts | 2012-12-31 | Sold Out | -1.7% | $50.05 - $65.45 ($57.19) | $ 62.49 | 9% | Sold Out | 0 | |
| DNKN | Dunkin Brands Group ... | 2012-12-31 | Sold Out | -1.3% | $28.96 - $33.04 ($31.31) | $ 40.98 | 31% | Sold Out | 0 | |
| DIS | Walt Disney Co | 2012-12-31 | Reduce | -1.29% | $47.06 - $52.97 ($49.9) | $ 65.57 | 31% | Reduce -43.03% | 5,333,435 | |
| EBAY | eBay Inc | 2012-12-31 | Reduce | -1.18% | $46.22 - $52.82 ($49.59) | $ 54.4 | 10% | Reduce -32.02% | 8,538,639 | |
| DVA | DaVita HealthCare Pa... | 2012-12-31 | Reduce | -0.66% | $104.11 - $114.98 ($110.09) | $ 126.11 | 15% | Reduce -34.56% | 1,989,505 | |
| V | Visa, Inc. | 2012-12-31 | Reduce | -0.54% | $136 - $152.46 ($144.07) | $ 180.14 | 25% | Reduce -22.7% | 2,247,340 | |
| ST | Sensata Technologies... | 2012-12-31 | Sold Out | -0.53% | $26.83 - $32.16 ($29.55) | $ 35 | 18% | Sold Out | 0 | |
| BUD | Anheuser-Busch Inbev... | 2012-12-31 | Sold Out | -0.37% | $81.94 - $90.27 ($86.35) | $ 95.27 | 10% | Sold Out | 0 | |
| AH | Accretive Health Inc | 2012-12-31 | Reduce | -0.28% | $10.8 - $12.42 ($11.59) | $ 10.93 | -6% | Reduce -43.19% | 5,333,281 | |
| SLB | Schlumberger NV | 2012-09-30 | Buy | 2.9% | $65 - $77.55 ($71.36) | $ 75.58 | 6% | New holding, 6420645 sh. | 6,420,645 | |
| VRSN | VeriSign, Inc. | 2012-09-30 | Buy | 2.8% | $41.44 - $49.02 ($45.73) | $ 47.77 | 4% | New holding, 9441406 sh. | 9,441,406 | |
| DG | Dollar General Corpo... | 2012-09-30 | Add | 1.44% | $48.54 - $55.58 ($51.99) | $ 53.86 | 4% | Add 124.11% | 8,281,898 | |
| DNKN | Dunkin Brands Group ... | 2012-09-30 | Buy | 1.3% | $28.16 - $35.33 ($31.17) | $ 40.98 | 32% | New holding, 7221207 sh. | 7,221,207 | |
| JBHT | J.B. Hunt Transport ... | 2012-09-30 | Buy | 1.2% | $50.91 - $59.81 ($54.6) | $ 75.3 | 38% | New holding, 3781720 sh. | 3,781,720 | |
| TRIP | TripAdvisor Inc | 2012-09-30 | Buy | 1.2% | $32.91 - $46.39 ($38.24) | $ 61.51 | 61% | New holding, 5747707 sh. | 5,747,707 | |
| DLTR | Dollar Tree Stores, ... | 2012-09-30 | Buy | 1.2% | $46.07 - $54.29 ($50.15) | $ 48.37 | -4% | New holding, 3892021 sh. | 3,892,021 | |
| PCLN | Priceline.com, Inc. | 2012-09-30 | Add | 1.1% | $560.41 - $690.55 ($631.72) | $ 798.03 | 26% | Add 25.55% | 1,416,458 | |
| CTSH | Cognizant Technology... | 2012-09-30 | Add | 0.89% | $55.35 - $71 ($62.42) | $ 65.15 | 4% | Add 24.62% | 10,591,794 | |
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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). |
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