Stephen Mandel - Lone Pine Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    36
Portfolio value:    $12,543,849,391
Holdings Activity Buys Sells    History
Holding/activity history for  Bath & Body Works Inc (BBWI)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2024   Q3 0 0.00 Sell 100.00% 3.58 SEC
2024   Q2 11,315,515 3.58 Add 15.84% 0.49 $39.05 $441,870,861 SEC
2024   Q1 9,768,116 3.86 Reduce 6.52% 0.25 $50.02 $488,601,162 SEC
2023   Q4 10,448,872 3.90 Add 20.01% 0.65 $43.16 $450,973,316 SEC
2023   Q3 8,706,401 2.84 Reduce 46.77% 2.63 $33.80 $294,276,354 SEC
2023   Q2 16,356,915 5.62 Reduce 16.40% 1.09 $37.50 $613,384,313 SEC
2023   Q1 19,565,935 6.63 Reduce 5.16% 0.43 $36.58 $715,721,902 SEC
2022   Q4 20,630,231 8.30 $42.14 $869,357,934 SEC
2022   Q3 20,630,231 6.34 Reduce 7.16% 0.40 $32.60 $672,546,000 SEC
2022   Q2 22,221,713 5.64 $26.92 $598,209,000 SEC
2022   Q1 22,221,713 6.32 Reduce 8.55% 0.59 $47.80 $1,062,198,000 SEC
2021   Q4 24,300,268 6.95 $69.79 $1,695,916,000 SEC
2021   Q3 24,300,268 5.16 Buy 5.16 $63.03 $1,531,646,000 SEC