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Lone Pine Capital Buys Crown Castle International, Lincare Holdings, Equinix Inc., Sells Walter Industries Inc., Wells Fargo, The Cocacola Company

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Lone Pine Capital is run by tiger cub hedge fund manager Steve Mandel. The firm just reported the second quarter portfolio. These are the details of buys and sells.

Steve Mandel, the founder of Lone Pine Capital, is 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). Mandel graduated from Harvard Business in 1982.

You can also check other Tiger family of hedge funds we just updated: Maverick Capital and Blueridge Capital.

According to the most recent filings of his investment company, Lone Pine Capital, Steve Mandel owns 57 stocks with a total value of $10.2 billion. These are the details of the buys and sells.

For the details of Steve Mandel's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Steve+Mandel

This is the sector weightings of his portfolio:

Technology 29%
Consumer Services 26.5%
Financials 14.8%
Industrials 12.7%
Consumer Goods 8.6%
Health Care 4%


These are the top 5 holdings of Steve Mandel

  1. JPMorgan Chase & Co. (JPM) - 16,436,305 shares, 5.92% of the total portfolio. Shares reduced by 7.74%
  2. Cognizant Technology Solutions Corp. (CTSH) - 11,867,934 shares, 5.85% of the total portfolio. Shares added by 8.88%
  3. Yum! Brands Inc. (YUM) - 15,053,094 shares, 5.79% of the total portfolio. Shares added by 22.66%
  4. Apple Inc. (AAPL) - 2,251,101 shares, 5.57% of the total portfolio. Shares reduced by 4.19%
  5. Crown Castle International Corp. (CCI) - 10,957,451 shares, 4.02% of the total portfolio. Shares added by 10000%


Added: The Estee Lauder Companies Inc. (EL)

Steve Mandel added to his holdings in The Estee Lauder Companies Inc. by 74.51%. His purchase prices were between $54.89 and $69.98, with an estimated average price of $61.62. The impact to his portfolio due to this purchase was 1.43%. His holdings were 6,105,520 shares as of 06/30/2010.

Estee Lauder Co. is one of the world's manufacturers and marketers of quality skin care, makeup, fragrance and hair care products. The Estee Lauder Companies Inc. has a market cap of $11.12 billion; its shares were traded at around $57.43 with a P/E ratio of 20.5 and P/S ratio of 1.4. The dividend yield of The Estee Lauder Companies Inc. stocks is 1%. The Estee Lauder Companies Inc. had an annual average earning growth of 4.9% over the past 10 years.

Added: Invesco Ltdshs (IVZ)

Steve Mandel added to his holdings in Invesco Ltdshs by 1660.24%. His purchase prices were between $17.13 and $23.66, with an estimated average price of $20.32. The impact to his portfolio due to this purchase was 1.41%. His holdings were 9,075,772 shares as of 06/30/2010.

Invesco is a independent global investment management company, dedicated to helping people worldwide build their financial security. Invesco Ltdshs has a market cap of $8.71 billion; its shares were traded at around $18.55 with a P/E ratio of 18.1 and P/S ratio of 3.3. The dividend yield of Invesco Ltdshs stocks is 2.4%. Invesco Ltdshs had an annual average earning growth of 0.4% over the past 10 years.

Added: Amazon.com Inc. (AMZN)

Steve Mandel added to his holdings in Amazon.com Inc. by 100.38%. His purchase prices were between $108.61 and $150.09, with an estimated average price of $130.35. The impact to his portfolio due to this purchase was 1.22%. His holdings were 2,256,092 shares as of 06/30/2010.

Amazon.com, Inc. seeks to be the world's most customer-centric company, where customers can find and discover anything they may want to buy online. Amazon.com Inc. has a market cap of $56.19 billion; its shares were traded at around $126.07 with a P/E ratio of 52.3 and P/S ratio of 2.3. Amazon.com Inc. had an annual average earning growth of 21.8% over the past 5 years.

Added: O'reilly Automotive Inc. (ORLY)

Steve Mandel added to his holdings in O'reilly Automotive Inc. by 136.78%. His purchase prices were between $41.61 and $51.4, with an estimated average price of $47.54. The impact to his portfolio due to this purchase was 1.08%. His holdings were 3,991,333 shares as of 06/30/2010.

O'Reilly Automotive, Inc. is a specialty retailer and supplier of automotive aftermarket parts, tools, supplies, equipment and accessories to both ``do-it-yourself`` customers and professional mechanics or service technicians. O'reilly Automotive Inc. has a market cap of $6.51 billion; its shares were traded at around $47.13 with a P/E ratio of 17.7 and P/S ratio of 1.3. O'reilly Automotive Inc. had an annual average earning growth of 16.1% over the past 10 years. GuruFocus rated O'reilly Automotive Inc. the business predictability rank of 5-star.

Added: Yum! Brands Inc. (YUM)

Steve Mandel added to his holdings in Yum! Brands Inc. by 22.66%. His purchase prices were between $39.2 and $43.94, with an estimated average price of $41.45. The impact to his portfolio due to this purchase was 1.07%. His holdings were 15,053,094 shares as of 06/30/2010.

Yum! Brands Inc. is the one of the world's largest restaurant companies, with restaurants around the world in numerous countries and territories. Yum! Brands Inc. has a market cap of $19.06 billion; its shares were traded at around $40.93 with a P/E ratio of 17.2 and P/S ratio of 1.8. The dividend yield of Yum! Brands Inc. stocks is 2.1%. Yum! Brands Inc. had an annual average earning growth of 10.1% over the past 10 years. GuruFocus rated Yum! Brands Inc. the business predictability rank of 3.5-star.

Added: Autodesk Inc. (ADSK)

Steve Mandel added to his holdings in Autodesk Inc. by 69.41%. His purchase prices were between $24.58 and $34.89, with an estimated average price of $30.2. The impact to his portfolio due to this purchase was 0.85%. His holdings were 8,678,543 shares as of 06/30/2010.

Autodesk is one of the world's design software and digital content companies for architectural design and land development, manufacturing, utilities, telecommunications, and media and entertainment. Autodesk Inc. has a market cap of $6.35 billion; its shares were traded at around $27.66 with a P/E ratio of 31.4 and P/S ratio of 3.7. Autodesk Inc. had an annual average earning growth of 9.2% over the past 10 years.

Added: Green Mountain Coffee Roasters Inc. (GMCR)

Steve Mandel added to his holdings in Green Mountain Coffee Roasters Inc. by 62.57%. His purchase prices were between $22.53 and $32.5533, with an estimated average price of $26.5. The impact to his portfolio due to this purchase was 0.74%. His holdings were 7,610,908 shares as of 06/30/2010.

Green Mountain Coffee roasts high-quality arabica coffees to produce a variety of coffee which it sells through a coordinated multi-channel distribution network in its wholesale and direct mail operations. Green Mountain Coffee Roasters Inc. has a market cap of $4.25 billion; its shares were traded at around $32.28 with a P/E ratio of 54.4 and P/S ratio of 5.3. Green Mountain Coffee Roasters Inc. had an annual average earning growth of 6.1% over the past 10 years.

Added: Mead Johnson Nutriti (MJN)

Steve Mandel added to his holdings in Mead Johnson Nutriti by 50.11%. His purchase prices were between $47.61 and $54.39, with an estimated average price of $51.16. The impact to his portfolio due to this purchase was 0.72%. His holdings were 4,357,816 shares as of 06/30/2010.

Mead Johnson Nutrition Company is a pediatric nutrition company. Mead Johnson Nutriti has a market cap of $10.94 billion; its shares were traded at around $52.45 with a P/E ratio of 23.3 and P/S ratio of 3.9. The dividend yield of Mead Johnson Nutriti stocks is 1.7%.

Added: Hewlettpackard Company (HPQ)

Steve Mandel added to his holdings in Hewlettpackard Company by 24.87%. His purchase prices were between $44.3 and $54.26, with an estimated average price of $49.29. The impact to his portfolio due to this purchase was 0.52%. His holdings were 6,126,382 shares as of 06/30/2010.

Hewlett Packard is one of the global providers of computing and imaging solutions and services for business and home. Hewlettpackard Company has a market cap of $95.39 billion; its shares were traded at around $40.55 with a P/E ratio of 9.7 and P/S ratio of 0.8. The dividend yield of Hewlettpackard Company stocks is 0.8%. Hewlettpackard Company had an annual average earning growth of 26.5% over the past 5 years.

Added: Cognizant Technology Solutions Corp. (CTSH)

Steve Mandel added to his holdings in Cognizant Technology Solutions Corp. by 8.88%. His purchase prices were between $46.98 and $53.99, with an estimated average price of $51.34. The impact to his portfolio due to this purchase was 0.48%. His holdings were 11,867,934 shares as of 06/30/2010.

Cognizant Technology Solutions delivers high-quality, cost-effective, full life cycle solutions to complex software development and maintenance problems that companies face as they transition to e-business. Cognizant Technology Solutions Corp. has a market cap of $17.4 billion; its shares were traded at around $58.49 with a P/E ratio of 29.7 and P/S ratio of 5.3. Cognizant Technology Solutions Corp. had an annual average earning growth of 40.3% over the past 10 years. GuruFocus rated Cognizant Technology Solutions Corp. the business predictability rank of 5-star.

Added: Goodrich Corp. (GR)

Steve Mandel added to his holdings in Goodrich Corp. by 21.72%. His purchase prices were between $63.8 and $76.98, with an estimated average price of $71.07. The impact to his portfolio due to this purchase was 0.46%. His holdings were 3,931,324 shares as of 06/30/2010.

B.F. Goodrich Co.'s operations are classified into three business segments: BFGoodrich Aerospace, BFGoodrich Engineered Industrial Products and BFGoodrich Performance Materials. Goodrich Corp. has a market cap of $9.02 billion; its shares were traded at around $71.43 with a P/E ratio of 17.6 and P/S ratio of 1.3. The dividend yield of Goodrich Corp. stocks is 1.5%. Goodrich Corp. had an annual average earning growth of 7.4% over the past 10 years.

Added: Wyndham Worldwide Corp. (WYN)

Steve Mandel added to his holdings in Wyndham Worldwide Corp. by 806.32%. His purchase prices were between $20.4 and $27.59, with an estimated average price of $24.56. The impact to his portfolio due to this purchase was 0.46%. His holdings were 2,632,044 shares as of 06/30/2010.

Wyndham Worldwide offers individual consumers and business customers a broad array of hospitality products and services as well as various accommodation alternatives and price ranges through its premier portfolio of world-renowned brands. Wyndham Worldwide Corp. has a market cap of $4.58 billion; its shares were traded at around $25.52 with a P/E ratio of 13.7 and P/S ratio of 1.2. The dividend yield of Wyndham Worldwide Corp. stocks is 1.9%.

Added: Citrix Systems Inc. (CTXS)

Steve Mandel added to his holdings in Citrix Systems Inc. by 23.58%. His purchase prices were between $41.92 and $49.83, with an estimated average price of $45.88. The impact to his portfolio due to this purchase was 0.32%. His holdings were 3,985,271 shares as of 06/30/2010.

Citrix Systems, Inc. is one of the suppliers of application delivery and management software and services that enable the effective and efficient enterprise-wide deployment and management of applications. Citrix Systems Inc. has a market cap of $10.59 billion; its shares were traded at around $56.99 with a P/E ratio of 38 and P/S ratio of 6.6. Citrix Systems Inc. had an annual average earning growth of 4.2% over the past 10 years.

Added: Amphenol Corp. (APH)

Steve Mandel added to his holdings in Amphenol Corp. by 20.33%. His purchase prices were between $39.16 and $47.44, with an estimated average price of $43.24. The impact to his portfolio due to this purchase was 0.28%. His holdings were 4,318,327 shares as of 06/30/2010.

Amphenol Corporation is one of the world's largest designers, manufacturers and marketers of electrical, electronic and fiber optic connectors, interconnect systems and coaxial and flat-ribbon cable. Amphenol Corp. has a market cap of $7.03 billion; its shares were traded at around $41.3 with a P/E ratio of 18.2 and P/S ratio of 2.5. The dividend yield of Amphenol Corp. stocks is 0.2%. Amphenol Corp. had an annual average earning growth of 11.3% over the past 10 years.

Added: Polo Ralph Lauren Corp. (RL)

Steve Mandel added to his holdings in Polo Ralph Lauren Corp. by 18.46%. His purchase prices were between $73.4 and $95, with an estimated average price of $86.27. The impact to his portfolio due to this purchase was 0.24%. His holdings were 2,106,191 shares as of 06/30/2010.

Polo Ralph Lauren Corp. is in the design, marketing and distribution of premium lifestyle products. Polo Ralph Lauren Corp. has a market cap of $7.74 billion; its shares were traded at around $79.78 with a P/E ratio of 15 and P/S ratio of 1.5. The dividend yield of Polo Ralph Lauren Corp. stocks is 0.5%. Polo Ralph Lauren Corp. had an annual average earning growth of 13.9% over the past 10 years. GuruFocus rated Polo Ralph Lauren Corp. the business predictability rank of 3-star.

Added: Live Nation Inc. (LYV)

Steve Mandel added to his holdings in Live Nation Inc. by 22.13%. His purchase prices were between $10.68 and $16.7, with an estimated average price of $13.48. The impact to his portfolio due to this purchase was 0.22%. His holdings were 11,706,244 shares as of 06/30/2010.

Live Nation Entertainment, Inc. is the world's premier live entertainment company, consisting of Live Nation, Ticketmaster and Front Line Management Group. Live Nation Inc. has a market cap of $1.46 billion; its shares were traded at around $8.61 with and P/S ratio of 0.4. Live Nation Inc. had an annual average earning growth of 7.5% over the past 5 years.

Added: Popular Inc. (BPOP)

Steve Mandel added to his holdings in Popular Inc. by 86.56%. His purchase prices were between $2.64 and $4.02, with an estimated average price of $3.25. The impact to his portfolio due to this purchase was 0.22%. His holdings were 18,218,779 shares as of 06/30/2010.

Popular, Inc. is a diversified, publicly owned bank holding company. Popular Inc. has a market cap of $1.61 billion; its shares were traded at around $2.51 with and P/S ratio of 0.6.

Added: Umpqua Holdings Corp. (UMPQ)

Steve Mandel added to his holdings in Umpqua Holdings Corp. by 1959.67%. His purchase prices were between $11.79 and $15.71, with an estimated average price of $13.23. The impact to his portfolio due to this purchase was 0.19%. His holdings were 1,810,735 shares as of 06/30/2010.

UMPQUA HOLDINGS is a financial holding company. Through its subsidiaries, the company engages primarily in the business of commercial and retail banking and the delivery of retail brokerage services. Umpqua Holdings Corp. has a market cap of $1.3 billion; its shares were traded at around $11.35 with and P/S ratio of 2.6. The dividend yield of Umpqua Holdings Corp. stocks is 1.8%.

New Purchase: Crown Castle International Corp. (CCI)

Steve Mandel initiated holdings in Crown Castle International Corp.. His purchase prices were between $34.82 and $39.64, with an estimated average price of $37.53. The impact to his portfolio due to this purchase was 4.02%. His holdings were 10,957,451 shares as of 06/30/2010.

Crown Castle International is a owner and operator of towers and transmission networks for wireless communications and broadcast transmission companies. Crown Castle International Corp. has a market cap of $11.43 billion; its shares were traded at around $39.38 with and P/S ratio of 6.8. Crown Castle International Corp. had an annual average earning growth of 10% over the past 10 years. GuruFocus rated Crown Castle International Corp. the business predictability rank of 2.5-star.

New Purchase: Priceline.com Inc. (PCLN)

Steve Mandel initiated holdings in Priceline.com Inc.. His purchase prices were between $175.19 and $273, with an estimated average price of $219.06. The impact to his portfolio due to this purchase was 2.07%. His holdings were 1,188,249 shares as of 06/30/2010.

Priceline.com Incorporated has pioneered a unique e-commerce pricing system known as a `demand collection system` that enables consumers to use the Internet to save money on a wide range of products and services while enabling sellers to generate incremental revenue. Priceline.com Inc. has a market cap of $13.97 billion; its shares were traded at around $294.52 with a P/E ratio of 31.1 and P/S ratio of 6. Priceline.com Inc. had an annual average earning growth of 62.8% over the past 5 years.

New Purchase: Equinix Inc. (EQIX)

Steve Mandel initiated holdings in Equinix Inc.. His purchase prices were between $79.45 and $103.29, with an estimated average price of $93.52. The impact to his portfolio due to this purchase was 1.38%. His holdings were 1,731,835 shares as of 06/30/2010.

Equinix designs, builds and operates neutral Internet Business Exchangecenters where Internet businesses place their equipment and their network facilities in order to interconnect with each other. Equinix Inc. has a market cap of $3.59 billion; its shares were traded at around $90.08 with a P/E ratio of 59.3 and P/S ratio of 4.1.

New Purchase: Family Dollar Stores Inc. (FDO)

Steve Mandel initiated holdings in Family Dollar Stores Inc.. His purchase prices were between $37 and $41.72, with an estimated average price of $39.31. The impact to his portfolio due to this purchase was 1.36%. His holdings were 3,668,016 shares as of 06/30/2010.

Family Dollar Stores, Inc. is one of the fastest growing discount store chains in the United States. Family Dollar Stores Inc. has a market cap of $5.69 billion; its shares were traded at around $42.9 with a P/E ratio of 17.2 and P/S ratio of 0.8. The dividend yield of Family Dollar Stores Inc. stocks is 1.4%. Family Dollar Stores Inc. had an annual average earning growth of 6.8% over the past 10 years. GuruFocus rated Family Dollar Stores Inc. the business predictability rank of 4-star.

New Purchase: Lincare Holdings Inc. (LNCR)

Steve Mandel initiated holdings in Lincare Holdings Inc.. His purchase prices were between $29.4 and $33.1, with an estimated average price of $31.29. The impact to his portfolio due to this purchase was 1.31%. His holdings were 4,096,607 shares as of 06/30/2010.

Lincare Holdings Inc. is one of the nation's largest providers of oxygen and other respiratory therapy services to patients in the home. Lincare Holdings Inc. has a market cap of $2.33 billion; its shares were traded at around $23.41 with a P/E ratio of 14 and P/S ratio of 1.5. The dividend yield of Lincare Holdings Inc. stocks is 0.9%. Lincare Holdings Inc. had an annual average earning growth of 4.1% over the past 10 years.

New Purchase: Google Inc. (GOOG)

Steve Mandel initiated holdings in Google Inc.. His purchase prices were between $454.26 and $595.3, with an estimated average price of $512.61. The impact to his portfolio due to this purchase was 1.29%. His holdings were 294,090 shares as of 06/30/2010.

Google is a public and profitable company focused on search services. Google Inc. has a market cap of $154.41 billion; its shares were traded at around $485.59 with a P/E ratio of 21.1 and P/S ratio of 6.5. Google Inc. had an annual average earning growth of 65.7% over the past 10 years.

New Purchase: Td Ameritrade Holding Corp. (AMTD)

Steve Mandel initiated holdings in Td Ameritrade Holding Corp.. His purchase prices were between $15.27 and $20.49, with an estimated average price of $12.98. The impact to his portfolio due to this purchase was 1.26%. His holdings were 8,343,305 shares as of 06/30/2010.

TD Ameritrade Holding Corporation has a servicing self-directed investors through its brokerage subsidiaries. Td Ameritrade Holding Corp. has a market cap of $8.96 billion; its shares were traded at around $15.17 with a P/E ratio of 14.7 and P/S ratio of 3.7. Td Ameritrade Holding Corp. had an annual average earning growth of 12.2% over the past 5 years.

New Purchase: Devry Inc. (DV)

Steve Mandel initiated holdings in Devry Inc.. His purchase prices were between $52.85 and $74.25, with an estimated average price of $61.39. The impact to his portfolio due to this purchase was 0.66%. His holdings were 1,286,037 shares as of 06/30/2010.

DeVry Inc. owns and operates DeVry Institutes of Technology, DenverTechnical College, Keller Graduate School of Management and Becker Conviser CPA Review. Devry Inc. has a market cap of $2.62 billion; its shares were traded at around $38.97 with a P/E ratio of 9.5 and P/S ratio of 1.4. The dividend yield of Devry Inc. stocks is 0.5%. Devry Inc. had an annual average earning growth of 6.6% over the past 10 years. GuruFocus rated Devry Inc. the business predictability rank of 2.5-star.

New Purchase: Dollar General Corp. (DG)

Steve Mandel initiated holdings in Dollar General Corp.. His purchase prices were between $25.52 and $31.36, with an estimated average price of $28.95. The impact to his portfolio due to this purchase was 0.65%. His holdings were 2,401,621 shares as of 06/30/2010.

Dollar General Corporation is a discount retailer in the United States. Dollar General Corp. has a market cap of $9.83 billion; its shares were traded at around $29.08 with a P/E ratio of 20.2 and P/S ratio of 0.8.

New Purchase: Career Education Corp. (CECO)

Steve Mandel initiated holdings in Career Education Corp.. His purchase prices were between $23.48 and $35.7, with an estimated average price of $29.45. The impact to his portfolio due to this purchase was 0.64%. His holdings were 2,816,186 shares as of 06/30/2010.

Career Education Corporation is a provider of private, for-profit post-secondary education with campuses throughout the United States and Canada, the United Kingdom and the United Arab Emirates. Career Education Corp. has a market cap of $1.44 billion; its shares were traded at around $17.64 with a P/E ratio of 7.1 and P/S ratio of 0.8. Career Education Corp. had an annual average earning growth of 12.8% over the past 10 years.

New Purchase: Owens Corning (OC)

Steve Mandel initiated holdings in Owens Corning. His purchase prices were between $26.18 and $36.18, with an estimated average price of $31.82. The impact to his portfolio due to this purchase was 0.59%. His holdings were 2,007,315 shares as of 06/30/2010.

Owens Corning is a world leader in building materials systems and composite solutions. Owens Corning has a market cap of $3.28 billion; its shares were traded at around $25.87 with a P/E ratio of 15.8 and P/S ratio of 0.7.

New Purchase: Regal Entertainment Group (RGC)

Steve Mandel initiated holdings in Regal Entertainment Group. His purchase prices were between $13.16 and $18.25, with an estimated average price of $15.85. The impact to his portfolio due to this purchase was 0.41%. His holdings were 3,207,839 shares as of 06/30/2010.

Regal Entertainment Group is a motion picture exhibitor operating the largest theatre circuit in the United States. Regal Entertainment Group has a market cap of $1.98 billion; its shares were traded at around $12.94 with a P/E ratio of 21.4 and P/S ratio of 0.7. The dividend yield of Regal Entertainment Group stocks is 5.6%. Regal Entertainment Group had an annual average earning growth of 11.7% over the past 10 years.

New Purchase: Vistaprint Ltd. (VPRT)

Steve Mandel initiated holdings in Vistaprint Ltd.. His purchase prices were between $44.71 and $61.46, with an estimated average price of $51.22. The impact to his portfolio due to this purchase was 0.37%. His holdings were 796,788 shares as of 06/30/2010.

Vistaprint N.V. is an online provider of coordinated portfolios of marketing products and services to small businesses globally. Vistaprint Ltd. has a market cap of $1.26 billion; its shares were traded at around $28.79 with a P/E ratio of 19.3 and P/S ratio of 1.9. Vistaprint Ltd. had an annual average earning growth of 41.6% over the past 5 years.

New Purchase: Vanceinfo Techonlogies Inc. (VIT)

Steve Mandel initiated holdings in Vanceinfo Techonlogies Inc.. His purchase prices were between $19.49 and $26.37, with an estimated average price of $22.95. The impact to his portfolio due to this purchase was 0.26%. His holdings were 1,149,089 shares as of 06/30/2010.

VanceInfo Technologies, Inc. provides information technology outsourcing services. Vanceinfo Techonlogies Inc. has a market cap of $1.05 billion; its shares were traded at around $26.21 with a P/E ratio of 42.6 and P/S ratio of 7.1.

New Purchase: Quinstreet Inc. (QNST)

Steve Mandel initiated holdings in Quinstreet Inc.. His purchase prices were between $11.83 and $17.8, with an estimated average price of $15. The impact to his portfolio due to this purchase was 0.17%. His holdings were 1,496,336 shares as of 06/30/2010.

QuinStreet Inc, is a provider of online direct marketing and media services. Quinstreet Inc. has a market cap of $479.5 million; its shares were traded at around $10.64 with a P/E ratio of 19 and P/S ratio of 1.4.

New Purchase: China Lodging Group Ltd. (HTHT)

Steve Mandel initiated holdings in China Lodging Group Ltd.. His purchase prices were between $13.9 and $17.12, with an estimated average price of $15.07. The impact to his portfolio due to this purchase was 0.09%. His holdings were 592,269 shares as of 06/30/2010.

China Lodging Group, Limited is an economy hotel chain operator in China. China Lodging Group Ltd. has a market cap of $1.13 billion; its shares were traded at around $19.12 .

New Purchase: Suntimes Media Group Inc. (SVN)

Steve Mandel initiated holdings in Suntimes Media Group Inc.. His purchase prices were between $9.31 and $12.5799, with an estimated average price of $10.95. The impact to his portfolio due to this purchase was 0.09%. His holdings were 842,119 shares as of 06/30/2010.

7 Days Group Holdings Limited is a hotel chain based in China. Suntimes Media Group Inc. has a market cap of $671.7 million; its shares were traded at around $13.97 with and P/S ratio of 3.8.

Reduced: Salesforce.com Inc. (CRM)

Steve Mandel reduced to his holdings in Salesforce.com Inc. by 29.91%. His sale prices were between $75.54 and $97.1, with an estimated average price of $86.38. The impact to his portfolio due to this sale was -0.34%. Steve Mandel still held 1,338,973 shares as of 06/30/2010.

Salesforce.com is the market and technology leader in on-demand business services. Salesforce.com Inc. has a market cap of $12.47 billion; its shares were traded at around $96.63 with a P/E ratio of 144.7 and P/S ratio of 9.6.

Reduced: Pactiv Corp. (PTV)

Steve Mandel reduced to his holdings in Pactiv Corp. by 59.78%. His sale prices were between $23.6 and $29.99, with an estimated average price of $27.14. The impact to his portfolio due to this sale was -0.42%. Steve Mandel still held 2,535,104 shares as of 06/30/2010.

Pact Corporation is one of the providers of advanced packaging solutions for the consumer, foodservice/food packaging and protective/flexible packaging markets. Pactiv Corp. has a market cap of $4.11 billion; its shares were traded at around $30.92 with a P/E ratio of 15.6 and P/S ratio of 1.2. Pactiv Corp. had an annual average earning growth of 4.6% over the past 10 years. GuruFocus rated Pactiv Corp. the business predictability rank of 4-star.

Reduced: Visa Inc. (V)

Steve Mandel reduced to his holdings in Visa Inc. by 39.37%. His sale prices were between $70.09 and $96.59, with an estimated average price of $82.37. The impact to his portfolio due to this sale was -0.61%. Steve Mandel still held 2,205,117 shares as of 06/30/2010.

VISA operates the world's largest retail electronic payments network and is one of the most recognized global financial services brands. Visa Inc. has a market cap of $60.52 billion; its shares were traded at around $72.83 with a P/E ratio of 19.7 and P/S ratio of 8.8. The dividend yield of Visa Inc. stocks is 0.7%.

Reduced: Qualcomm Inc. (QCOM)

Steve Mandel reduced to his holdings in Qualcomm Inc. by 30.66%. His sale prices were between $33.14 and $43.29, with an estimated average price of $37.64. The impact to his portfolio due to this sale was -0.97%. Steve Mandel still held 9,735,949 shares as of 06/30/2010.

QUALCOMM Inc. develops and delivers innovative digital wireless communications products and services based on the company's CDMA digital technology. Qualcomm Inc. has a market cap of $63.38 billion; its shares were traded at around $38.64 with a P/E ratio of 19.6 and P/S ratio of 6.1. The dividend yield of Qualcomm Inc. stocks is 2%. Qualcomm Inc. had an annual average earning growth of 15.4% over the past 10 years. GuruFocus rated Qualcomm Inc. the business predictability rank of 1-star.

Reduced: Mcdonald's Corp. (MCD)

Steve Mandel reduced to his holdings in Mcdonald's Corp. by 47.47%. His sale prices were between $66.01 and $71.52, with an estimated average price of $69.03. The impact to his portfolio due to this sale was -1.13%. Steve Mandel still held 3,652,289 shares as of 06/30/2010.

McDonald's Corporation develops, operates, franchises and services a worldwide system of restaurants that prepare, assemble, package and sell a limited menu of value-priced foods. Mcdonald's Corp. has a market cap of $77.05 billion; its shares were traded at around $71.79 with a P/E ratio of 16.5 and P/S ratio of 3.4. The dividend yield of Mcdonald's Corp. stocks is 3.1%. Mcdonald's Corp. had an annual average earning growth of 14.7% over the past 10 years. GuruFocus rated Mcdonald's Corp. the business predictability rank of 2.5-star.

Sold Out: Apollo Group Inc. (APOL)

Steve Mandel sold out his holdings in Apollo Group Inc.. His sale prices were between $43.13 and $65.74, with an estimated average price of $55.58.

Apollo Group, Inc. has been providing higher education to working adults for over 25 years. Apollo Group Inc. has a market cap of $6.03 billion; its shares were traded at around $40.98 with a P/E ratio of 8 and P/S ratio of 1.5. Apollo Group Inc. had an annual average earning growth of 26.4% over the past 10 years. GuruFocus rated Apollo Group Inc. the business predictability rank of 4-star.

Sold Out: Mindray Medical International Ltd. (MR)

Steve Mandel sold out his holdings in Mindray Medical International Ltd.. His sale prices were between $28.11 and $38.82, with an estimated average price of $33.12.

Mindray Medical International Limited is a developer, manufacturer and marketer of medical devices in China with a significant and growing presence worldwide. Mindray Medical International Ltd. has a market cap of $2.21 billion; its shares were traded at around $25.86 with a P/E ratio of 19.8 and P/S ratio of 3.5. The dividend yield of Mindray Medical International Ltd. stocks is 0.6%.

Sold Out: United Parcel Service, Inc. (UPS)

Steve Mandel sold out his holdings in United Parcel Service, Inc.. His sale prices were between $57.54 and $70.7, with an estimated average price of $64.21.

United Parcel Service, Inc. is the world's largest express carrier, the world's largest package delivery company and a global provider of specialized transportation and logistics services. United Parcel Service, Inc. has a market cap of $64.15 billion; its shares were traded at around $64.65 with a P/E ratio of 22.7 and P/S ratio of 1.4. The dividend yield of United Parcel Service, Inc. stocks is 2.9%. United Parcel Service, Inc. had an annual average earning growth of 8.5% over the past 10 years. GuruFocus rated United Parcel Service, Inc. the business predictability rank of 5-star.

Sold Out: The Pnc Financial Services Group Inc. (PNC)

Steve Mandel sold out his holdings in The Pnc Financial Services Group Inc.. His sale prices were between $57.58 and $69.64, with an estimated average price of $63.35.

The PNC Financial Services Group, Inc. is one of the nation's largest diversified financial services organizations, providing regional banking, corporate banking, real estate finance, asset-based lending, wealth management, asset management and global fund services. The Pnc Financial Services Group Inc. has a market cap of $28.75 billion; its shares were traded at around $55.64 with a P/E ratio of 13.3 and P/S ratio of 1.7. The dividend yield of The Pnc Financial Services Group Inc. stocks is 0.7%. The Pnc Financial Services Group Inc. had an annual average earning growth of 3.8% over the past 10 years.

Sold Out: Staples Inc. (SPLS)

Steve Mandel sold out his holdings in Staples Inc.. His sale prices were between $19.29 and $24.86, with an estimated average price of $22.46.

Staples.com is creating a business-to-business electronic marketplace offering a comprehensive solution for all of the officeneeds of business customers. Staples Inc. has a market cap of $13.94 billion; its shares were traded at around $19.1 with a P/E ratio of 15.8 and P/S ratio of 0.6. The dividend yield of Staples Inc. stocks is 1.9%. Staples Inc. had an annual average earning growth of 13.9% over the past 10 years. GuruFocus rated Staples Inc. the business predictability rank of 3.5-star.

Sold Out: Dr Pepper Snapple Gp (DPS)

Steve Mandel sold out his holdings in Dr Pepper Snapple Gp. His sale prices were between $32.73 and $38.24, with an estimated average price of $36.11.

DR PEPPER SNAPPLE Group is one of the largest beverage companies in the Americas. Dr Pepper Snapple Gp has a market cap of $9.01 billion; its shares were traded at around $36.82 with a P/E ratio of 17.3 and P/S ratio of 1.6. The dividend yield of Dr Pepper Snapple Gp stocks is 2.7%.

Sold Out: Walter Industries Inc. (WLT)

Steve Mandel sold out his holdings in Walter Industries Inc.. His sale prices were between $62.52 and $97.98, with an estimated average price of $79.

Walter Energy, based in Tampa, Fla., formerly Walter Industries, Inc. Walter Industries Inc. has a market cap of $3.94 billion; its shares were traded at around $72.63 with a P/E ratio of 18.4 and P/S ratio of 4.1. The dividend yield of Walter Industries Inc. stocks is 0.7%. Walter Industries Inc. had an annual average earning growth of 1.7% over the past 10 years.

Sold Out: The Cocacola Company (KO)

Steve Mandel sold out his holdings in The Cocacola Company. His sale prices were between $50.08 and $55.32, with an estimated average price of $52.84.

The Coca-Cola Company is the world's largest beverage company and is the producer and marketer of soft drinks. The Cocacola Company has a market cap of $129.01 billion; its shares were traded at around $55.88 with a P/E ratio of 16.7 and P/S ratio of 4.2. The dividend yield of The Cocacola Company stocks is 3.1%. The Cocacola Company had an annual average earning growth of 8.9% over the past 10 years. GuruFocus rated The Cocacola Company the business predictability rank of 3.5-star.

Sold Out: Cvs Caremark Corp. (CVS)

Steve Mandel sold out his holdings in Cvs Caremark Corp.. His sale prices were between $29.82 and $37.37, with an estimated average price of $34.64.

CVS/Caremark is the nation's premier integrated pharmacy services provider, combining one of the nation's pharmaceutical services companies with the country's largest pharmacy chain. Cvs Caremark Corp. has a market cap of $38.73 billion; its shares were traded at around $28.7 with a P/E ratio of 10.6 and P/S ratio of 0.4. The dividend yield of Cvs Caremark Corp. stocks is 1.2%. Cvs Caremark Corp. had an annual average earning growth of 12.4% over the past 10 years. GuruFocus rated Cvs Caremark Corp. the business predictability rank of 4.5-star.

Sold Out: Monsanto Company (MON)

Steve Mandel sold out his holdings in Monsanto Company. His sale prices were between $47.34 and $70.83, with an estimated average price of $57.38.

Monsanto is a global provider of technology-based solutions and agricultural products for growers and downstream customers, such as grain processors and consumers, in the agricultural markets. Monsanto Company has a market cap of $31.24 billion; its shares were traded at around $57.7 with a P/E ratio of 23 and P/S ratio of 2.7. The dividend yield of Monsanto Company stocks is 1.8%. Monsanto Company had an annual average earning growth of 18.2% over the past 10 years.

Sold Out: Bank Of America Corp. (BAC)

Steve Mandel sold out his holdings in Bank Of America Corp.. His sale prices were between $14.57 and $19.48, with an estimated average price of $16.73.

Bank of America Corp. is one of the world's financial services companies. Bank Of America Corp. has a market cap of $115.68 billion; its shares were traded at around $13.19 with and P/S ratio of 0.8. The dividend yield of Bank Of America Corp. stocks is 0.3%.

Sold Out: Baxter International Inc. (BAX)

Steve Mandel sold out his holdings in Baxter International Inc.. His sale prices were between $40.47 and $59.92, with an estimated average price of $46.72.

Baxter engages in the worldwide development, manufacture and distribution of a diversified line of products, systems and services used primarily in the health-care field. Baxter International Inc. has a market cap of $27.2 billion; its shares were traded at around $45.47 with a P/E ratio of 11.7 and P/S ratio of 2.2. The dividend yield of Baxter International Inc. stocks is 2.6%. Baxter International Inc. had an annual average earning growth of 7.1% over the past 10 years. GuruFocus rated Baxter International Inc. the business predictability rank of 3.5-star.

Sold Out: Wells Fargo & Company (WFC)

Steve Mandel sold out his holdings in Wells Fargo & Company. His sale prices were between $25.93 and $33.88, with an estimated average price of $30.41.

Wells Fargo & Company is a diversified financial services company providing banking, insurance, investments, mortgage and consumer finance services through stores, its Internet site and other distribution channels across North America as well as internationally. Wells Fargo & Company has a market cap of $132.97 billion; its shares were traded at around $25.68 with a P/E ratio of 15.1 and P/S ratio of 1.3. The dividend yield of Wells Fargo & Company stocks is 0.8%. Wells Fargo & Company had an annual average earning growth of 5.1% over the past 10 years.


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