Steve Mandel

Steve Mandel

Last Update: 08-14-2015

Number of Stocks: 56
Number of New Stocks: 8

Total Value: $26,727 Mil
Q/Q Turnover: 14%

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).

Lone Pine Capital is named after a tree at his alma mater Dartmouth College that survived a lightning strike. Mandel previously worked at Tiger Management under Julian Robertson.

Investing Philosophy

Lone Pine Capital invests in public equity markets across the globe, and utilizes long-short strategy. The firm uses fundamental analysis and bottom up stock picking to build the portfolio. Mandel uses both value and growth methodologies, and does not hold many stocks for very long.

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 (NASDAQ: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 (NASDAQ: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

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Horizon Pharma Leads Stock Returns in Health Care Industry
Horizon Pharma (NASDAQ:HZNP) is currently reporting triple-digit year-to-date and one-year stock returns. As of Aug. 24, the company has a year-to-date stock return of 124.98% and a one-year stock return of 198.97%. More...

HEALTH CARE


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Lowe’s Grows Revenue and Capitalizes on Housing Market Improvements
Lowe’s Companies, Inc. (NYSE:LOW) reported its second-quarter earnings results on Aug. 19. The company’s quarterly results were slightly mixed as sales grew strongly while earnings fell just below expectations. The strong sales growth report followed a strong quarter in the housing market which has continued to be a catalyst for many large home goods stores. More...

RETAIL, HOUSING MARKET


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Charter Communications Reports Strong Revenue Growth for the Second Quarter
Charter Communications, Inc. (NASDAQ:CHTR) is one of the largest telecommunications companies in the United States. Its primary services include cable television, internet and voice. On August 4 the company reported its second quarter 2015 earnings results. Revenue for the quarter was $2.43 billion. For the quarter the company reported a net loss of $122 million resulting in earnings per share of -$1.09. More...

TELECOMMUNICATIONS


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Ariel Capital Advisors bought Sanofi and Priceline in Q2 2015 Frank Sands,Steve Mandel,Chase Coleman,Dodge & Cox - Ariel Capital Advisors Bought Sanofi And Priceline In Q2 2015
At the end of the second quarter of 2015, the hedge fund Ariel Capital Advisors reported a total value of its portfolio of $174,199,000 with an increase of 3.44% since the previous quarter. More...

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Mandel’s Lone Pine Takes Stake in Growing Horizon Pharma Steve Mandel - Mandel’s Lone Pine Takes Stake In Growing Horizon Pharma
Steven Mandel’s hedge fund, Lone Pine Capital, on July 27 initiated a position in Horizon Pharma Plc (NASDAQ:HZNP), according to GuruFocus Real Time Picks. More...

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Steve Mandel Adds to Stake in Charter Communications Steve Mandel - Steve Mandel Adds To Stake In Charter Communications
Steve Mandel (Trades, Portfolio), founder and manager of Lone Pine Capital, recently added enough shares to his stake in Charter Communications Inc (NASDAQ:CHTR), currently the third-largest cable operator in the United States, to make it one of his top 20 stakes by volume. More...

Steve Mandel, Charter Communications


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The Stocks Steve Mandel Keeps On Buying Steve Mandel - The Stocks Steve Mandel Keeps On Buying
Steve Mandel (Trades, Portfolio) has 54 positions in his $26.4 billion portfolio that has a 24% quarter over quarter turnover. During past quarters, the hedge fund manager has continued to increases stakes in two positions: Arista Networks Inc (NYSE:ANET) and Charter Communications Inc (NASDAQ:CHTR). More...

Steve Mandel


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Steve Mandel's Most Undervalued Stocks Steve Mandel - Steve Mandel's Most Undervalued Stocks
Steve Mandel (Trades, Portfolio) of Lone Pine Capital founded his firm in 1977 and since inception, the firm has beaten the S&P 500 by more than 20% each year. Mandel's unique investment strategies can be included in contributing to the firm's success. The "fantastic analyst" — as Seth Klarman (Trades, Portfolio) calls him — uses ideas from both value and growth investing to pick the most compatible companies for his portfolio. More...

INTRINSIC VALUE, STOCKS, TECHNOLOGY, Steve Mandel, Undervalued


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Steve Mandel Bought Lowe’s Shares in Q1
Steve Mandel (Trades, Portfolio) is the founder of Lone Pine Capital, a long/short equity money manager, which he started in 1997. Prior to founding Lone Pine Capital, 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). More...

LONG, RETAIL


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What to Expect From Apple's Dividend Hike?
A recent article published by CNBC discussed the excess cash Apple Inc. (NASDAQ:AAPL) has in the balance sheet and predicted the next dividend hike. More...

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Steve Mandel Buys Visa, DaVita Healthcare In Q4 Steve Mandel - Steve Mandel Buys Visa, DaVita Healthcare In Q4
Steve Mandel (Trades, Portfolio) founded hedge fund Lone Pine Capital in 1997, which employs a bottom-up stock picking strategy. Using both value and growth strategies, Mandel tends not to hold stocks for very long. More...

STEVE MANDEL, LONE PINE CAPITAL, VISA, DAVITA HEALTHCARE


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Undervalued Stocks in Steve Mandel's Portfolio
Steve Mandel (Trades, Portfolio) is the founder of Lone Pine Capital, a long/short equity money firm, which he started in 1997. Prior to founding LPC, 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). More...

Steve Mandel


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Facebook Among New Holdings in Steve Mandel's Portfolio Steve Mandel - Facebook Among New Holdings In Steve Mandel's Portfolio
Steve Mandel (Trades, Portfolio), founder of the hedge fund Lone Pine Capital and twice named to Forbes’ highest-earning hedge fund managers list, employs both value and growth methodologies to his investments and seldom holds stocks very long. He likes to invest in technology and consumer cyclical stocks. More...

facebook


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Steve Mandel Buys 5 Percent Stake in 3D Printing Company Steve Mandel - Steve Mandel Buys 5 Percent Stake In 3D Printing Company
Lone Pine Capital manager Steve Mandel (Trades, Portfolio) has acquired a stake in Autodesk Inc. (NASDAQ:ADSK) consisting of 11,961,827 shares on Oct. 24, GuruFocus Real Time Picks reports. The holding represents 5.3% of the company’s shares outstanding. More...

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Mandel Adds to Holdings in Cognizant
Guru Steve Mandel (Trades, Portfolio), founder of Lone Pine Capital, a privately owned hedge fund sponsor based in Connecticut, added to his holdings in Cognizant Technology Solutions Corp (NASDAQ:CTSH) Monday. Mandel paid $44.76 per share – a 4% increase. Added to shares he bought two weeks ago at the price of $43.67 per share, his holdings in the company total of 32,137,335 shares. Shares sold for $46.22 when the market ended trading on Tuesday. More...

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Steve Mandel and Mario Gabelli Report Top Guru Real Time Buys Steve Mandel,Mario Gabelli - Steve Mandel And Mario Gabelli Report Top Guru Real Time Buys
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 own a greater-than 5% stake, SEC regulations require them to report their transaction within two days. This week we saw notable increases and buys in Real Time activity from Steve Mandel (Trades, Portfolio) and Mario Gabelli (Trades, Portfolio). More...

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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...

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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...

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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. (NASDAQ: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


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