Steve Mandel

Steve Mandel

Last Update: 2014-04-21

Number of Stocks: 55
Number of New Stocks: 7

Total Value: $23,246 Mil
Q/Q Turnover: 18%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Steve Mandel' s Profile & Performance

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).

Total Holding History

Top Ranked Articles

Steve Mandel Continues to Add VanceInfo Technologies
Steve Mandel is the manager and founder of the hedge fund Lone Pine Capital, a long-short equity money manager. A graduate of Harvard Business School, he is regarded as one of the "Tiger Cubs" due to his tenure under legendary hedge fund investor Julian Robertson at Tiger Funds. As such, he employs a similar long-short approach that invests primarily in stocks, and Mandel has outperformed the S&P 500 by 20% each year for the past eleven years. Read more...
Hedge Fund Lone Pine Capital Top Stocks: C, YUM, SLB, AAPL, CTSH
Lone Pine Capital is a long/short equity hedge fund headquartered in Greenwich, Connecticut. Lone Pine Capital’s managing director is Stephen Mandel who earned his AB from Dartmouth College in 1978, and his MBA from Harvard Business School in 1982. With his education credentials in hand, Stephen Mandel would go on to serve as an analyst and consultant at several major firms, from Tiger Management to Goldman Sachs. Learning and networking from his tenure at these big firms, he launched Lone Pine Capital in 1997. In 2010, Mandel was named the 655th richest billionaire in the world. Mandel currently sits on the board of Dartmouth College, and serves as a director for Teach for America. Read more...
Mandel More Than Quadruples His Stake of Kinder Morgan Inc.
Lone Pine Capital founder, Steve Mandel, has purchased more than 54 million shares of Kinder Morgan Inc. (KMI), reported Oct. 17 on GuruFocus Real Time Picks. Read more...
Bottom-Up Investor Steve Mandel Holds Bottom-Baring LULU in Crack Crisis
Yoga buffs gather round. In yoga class, there’s nothing worse than taking “downward dog” position with your posterior high in the air and wondering if the people in the row behind you can actually see your “root chakra.” Take heart, because those people may also be wearing the popular Lululemon (LULU) brand’s latest quality nightmare, inadvertently see-through yoga pants. Lululemon’s CEO Christine Day was to the point: “The only way you can test for the pants is put the pants on and bend over,” according to The Star. The company’s recent quality glitch could cost the company as much as $67 million this year, according to the company's CFO John Currie. LULU’s stock price began to dive on March 15, 2013, as the news spread. Read more...
Investment Guru Steve Mandel and Company Insiders Believe In Strayer Education Inc (STRA)
(GuruFocus, June 12, 2009) Steve Mandel of Lone Pine Capital is seen very bullish in education company Strayer Education Inc (STRA). In the recent Ira Sohn Investment Research Conference, where 1,200 hedge fund executives heard presentations on investment and short-selling ideas, Mandel based his case because he thinks:“The profitable, 100-year-old company has expanded rapidly since a private investor bought control and installed new management in 2001. Mandel told the audience that since then the company has grown to 60 campuses in 15 states and 45,000 students catering to working adults who seek bachelors' or masters' degrees.” Read more...
» More Steve Mandel Articles

Commentaries and Stories

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

British Giants Top Most-Held Guru UK and Ireland Stocks James Barrow,Steve Mandel - British Giants Top Most-Held Guru UK And Ireland Stocks
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see which companies based in the UK and Ireland were held by the highest number of gurus. The following five companies come from a variety of industries, are based out of the UK and Ireland and are held by the largest number of gurus. More...

  • Currently 4.33/5

Rating: 4.3/5 (3 votes)

Top Five Guru-Held Consumer Cyclical Stocks of the Fourth Quarter Andreas Halvorsen,Steve Mandel - Top Five Guru-Held Consumer Cyclical Stocks Of The Fourth Quarter
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see which consumer cyclical companies are held by the most gurus. As of the fourth quarter, the following five companies are held by the largest number of gurus. More...

  • Currently 5.00/5

Rating: 5.0/5 (7 votes)

Can You Hear What Steve Mandel Is Buying?
On Jan. 21, Steve Mandel (Trades, Portfolio) the founder of Lone Pine Capital, a long/short equity money manager, bought SBA Communications Corp. (SBAC) at an average price of $90.01 and currently holds 8,197,323 shares of the stock. So let's take a look at this company and try to explain to investors the reasons this is an apparently appealing investment opportunity. More...

LONG, COMMUNICATIONS, TOWERS, MANDEL, SOROS, LOUIS MOORE BACON


  • Currently 4.00/5

Rating: 4.0/5 (1 vote)

Steven Cohen and Steve Mandel’s Real Time Buys Steven Cohen,Steve Mandel - Steven Cohen And Steve Mandel’s Real Time Buys
SAs reported by GuruFocus Real Time Picks yesterday there were two gurus adding to some of their larger positions. Steve Mandel (Trades, Portfolio) added to his holdings in Wyndham Worldwide (WYN) and Steven Cohen (Trades, Portfolio) upped his stake in PDC Energy (PDCE). More...

  • Currently 2.00/5

Rating: 2.0/5 (4 votes)

Where Lightning Strikes - Lone Pine’s Low P/E Stocks in Review
The legendary hedge fund investor and philanthropist Steve Mandel founded Lone Pine Capital LLC in 1997.  His hedge fund is named after a pine tree at Dartmouth College, his alma mater.  Legend has it that the lone pine tree survived a lightning strike in 1887. More...

MEDIA – DIVERSIFIED, APPAREL STORES


  • Currently 3.83/5

Rating: 3.8/5 (6 votes)

Top Five Guru-Held Asian Companies as of the Third Quarter James Barrow,Steve Mandel - Top Five Guru-Held Asian Companies As Of The Third Quarter
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see which companies based in Asian countries were held by the highest number of gurus. The following five companies come from a variety of industries, are Asian-based and are held by the largest number of gurus. [b] More...

  • Currently 4.40/5

Rating: 4.4/5 (5 votes)

Steve Mandel, the Lodging Industry and the Importance of Share Prices
When it comes to investments in the lodging industry, there are many factors to consider. Expansion possibilities, return on investments and franchise or direct ownership, are just some of the elements at hand. So, when looking at firms such as Wyndham Worldwide Corporation (WYN) and InterContinental Hotels Group (IHG), one must not rush to conclusions. When the playing field is leveled, sometimes secondary factors decide which company is worth investing in, and which is better left aside. More...

INTERCONTINENTAL, WYNDHAM, LODGING, HOTEL, TIME-SHARE, FRANCHISE, STEVE MANDEL, OCEANA RESORTS, KAISER REALTY, HOLIDAY INN, CROWN PLAZA, STEVEN COHEN, JIM SIMONS


  • Currently 3.00/5

Rating: 3.0/5 (2 votes)

Four Technology Picks in Review
Billionaire investors made some innovative technology picks in the third quarter. Highlighted here are three software companies and Volterra Semiconductor Corp. (VLTR), a semiconductor business that makes voltage regulators. More...

SOFTWARE – APPLICATION, SOFTWARE – INFRASTRUCTURE, SEMICONDUCTORS


  • Currently 3.25/5

Rating: 3.3/5 (4 votes)

What the Gurus Did Over the Past Week Daniel Loeb,Steve Mandel - What The Gurus Did Over The Past Week
The following information is a highlight of the real-time guru activity we saw this week. To view more information on these gurus, check out their guru portfolios. “Real Time Picks” reports the stock purchases and sells that Gurus have made within the prior two weeks. If a Guru makes a purchase or sell of a company in which they own a greater-than 5% stake, SEC regulations require them to report their transaction within two days. We saw notable real time activity from Steve Mandel, Richard Perry and Daniel Loeb. [b] More...

  • Currently 3.00/5

Rating: 3.0/5 (5 votes)

Hedge Fund Trading – Mario Gabelli Buys Tredegar, Steve Mandel Buys Pandora Mario Gabelli,Steve Mandel - Hedge Fund Trading – Mario Gabelli Buys Tredegar, Steve Mandel Buys Pandora
Two major hedge funds took significant stakes in a company in recent weeks, GuruFocus Real Time Picks reports. Mario Gabelli, chairman and CEO of GAMCO Investors Inc., increased his ownership of Tredegar Corp (TG) to 11.79%. Steve Mandel, founder of Lone Pine Capital, became 5.72% owner of Pandora Media Inc. (P). More...

  • Currently 4.13/5

Rating: 4.1/5 (8 votes)

What the Gurus Bought This Week Steve Mandel,Steven Cohen - What The Gurus Bought This Week
The following information is a highlight of the real-time guru activity we saw this week. To view more information on these gurus, check out their guru portfolios. The “Real Time Picks” reports the stock purchases and sells that Gurus have made within the prior two weeks. If a Guru makes a purchase or sell of a company in which they owns a greater-than 5% stake, SEC regulations require them to report their transaction within two days. We saw notable increases Real Time activity from Steve Mandel, Steven Cohen and Richard Perry. More...

  • Currently 3.00/5

Rating: 3.0/5 (6 votes)

Steve Mandel's Real Time Increases in Dollar General and DSW Steve Mandel - Steve Mandel's Real Time Increases In Dollar General And DSW
On Aug. 26, Lone Pine Capital’s Steve Mandel made two real time increases to his positions in Dollar General and DSW. Earlier this month Mandel made his first purchase into SolarWinds (SWI) and increased his holdings in Michael Kors (KORS). More...

  • Currently 3.00/5

Rating: 3.0/5 (5 votes)

Steve Mandel Takes Loss on Facebook, Sells Four More
Guru Steve Mandel’s first quarter sell outs of large positions are geared to cleaning out his Internet and technology-related holdings. Hedge fund mega-investor Steve Mandel, founder of Lone Pine Capital LLC, sold out a major holding in Facebook Inc. (FB) as of March 31, 2013, along with another Internet content company, NetEase Inc. (NTES) along with three more software, telecom and information service companies. The Lone Pine portfolio is heavily weighted with consumer cyclical at 33.8% and technology at 17.9%. Here are the trade details as of March 31, 2013: More...

INTERNET CONTENT & INFORMATION, TELECOM SERVICES, HEALTH INFORMATION SERVICES, SOFTWARE – APPLICATION


  • Currently 3.67/5

Rating: 3.7/5 (3 votes)

Weekly 3-Year Low Highlights: PACT, ATI, VLY, VOLC
According to the GuruFocus list of 3-year lows, Pactera Technology International Ltd., Allegheny Technologies Inc., Valley National Bancorp and Volcano Corporation have all reached their 3-year lows. More...

WEEKLY, 3, YEAR, LOW, HIGHLIGHTS, Information Technology Services, Metal Fabrication, Banks - Regional - US, Medical Devices


  • Currently 2.00/5

Rating: 2.0/5 (4 votes)

Steve Mandel's Second Increase After LULU Yoga Pants Crisis
The ultimate yoga pants quality check came from the top. Meeting “unacceptable levels of sheerness” and the recall crisis head on, Lululemon Athletica’s CEO Christine Day said, “The only way you can test for the pants is put the pants on and bend over.” More...

APPAREL STORES


  • Currently 4.11/5

Rating: 4.1/5 (9 votes)

Bottom-Up Investor Steve Mandel Holds Bottom-Baring LULU in Crack Crisis
Yoga buffs gather round. In yoga class, there’s nothing worse than taking “downward dog” position with your posterior high in the air and wondering if the people in the row behind you can actually see your “root chakra.” Take heart, because those people may also be wearing the popular Lululemon (LULU) brand’s latest quality nightmare, inadvertently see-through yoga pants. Lululemon’s CEO Christine Day was to the point: “The only way you can test for the pants is put the pants on and bend over,” according to The Star. The company’s recent quality glitch could cost the company as much as $67 million this year, according to the company's CFO John Currie. LULU’s stock price began to dive on March 15, 2013, as the news spread. More...

ATHLETIC APPAREL


  • Currently 1.25/5

Rating: 1.3/5 (4 votes)

Steve Mandel Buys More Charter Communications Amid Talk of Deal
Steve Mandel of Lone Pine Capital made a substantial 2,103.97% increase to his Charter Communications (CHTR) holding on Feb. 4, GuruFocus Real Time Picks reports. Whereas previously he owned 327,422 shares of the company, after the transaction he owns 7,216,285 shares, paying $78 each on average for the new shares. Charter Communications’ stock price has perked up 7% in the day since Mandel made the increase. It is at $81.85 on Thursday afternoon. More...

  • Currently 3.40/5

Rating: 3.4/5 (10 votes)

Steve Mandel Grows His Dollar Tree (Stake, That Is)
After selling out of his entire stake in discount retailer Dollar Tree (DLTR) in the fourth quarter of 2011, Lone Pine Capital’s Steve Mandel bought back his stake in the third quarter, and then generously increased his shares by more than 200 percent; the recent transaction was reported Dec. 10 on GuruFocus Real Time Picks. More...

  • Currently 3.45/5

Rating: 3.5/5 (11 votes)

Lone Pine’s Mandel Acquires Third and Fourth Large Stakes in Three Months - SemGroup, Informatica
Investor Steve Mandel has reported acquiring 5.2% each of two companies mid-quarter for his $16.5 billion funds at Lone Pine Capital: SemGroup Corp. (SEMG) and Informatica Corporation (INFA), GuruFocus Real Time Picks reports. More...

  • Currently 3.83/5

Rating: 3.8/5 (12 votes)

Mandel More Than Quadruples His Stake of Kinder Morgan Inc.
Lone Pine Capital founder, Steve Mandel, has purchased more than 54 million shares of Kinder Morgan Inc. (KMI), reported Oct. 17 on GuruFocus Real Time Picks. More...

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