Steve Mandel (Lone Pine Capital) exit Philip Morris International Inc
Steve Mandel (Lone Pine Capital) exit $-424.0M of disclosed value in Philip Morris International Inc.
Signal
Investor Move
Action
Exit
Capital
$-424.0M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Mar 31, 2026
Total Changes
43
New
11
Reduced/Sold
18
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| KKR | KKR & Co. Inc. | Reduced | $16.6M | 0.05% |
| AVGO | Broadcom Inc. | Sold out | $0 | 0.05% |
| MSFT | Microsoft Corp | Sold out | $0 | 0.05% |
| DASH | DoorDash, Inc. | Sold out | $0 | 0.05% |
| AMZN | Amazon.com, Inc. | Sold out | $0 | 0.04% |
| TER | Teradyne, Inc. | New | $555.2M | 0.04% |
| GLW | Corning Incorporated | New | $505.6M | 0.04% |
| MTZ | MasTec, Inc. | New | $492.6M | 0.04% |
| TSM | Taiwan Semiconductor Manufacturing Company Limited | Reduced | $469.6M | 0.04% |
| VMC | Vulcan Materials Company | Reduced | $39.3M | 0.04% |
| PM | Philip Morris International Inc. | Sold out | $0 | 0.03% |
| WING | Wingstop Inc. | Sold out | $0 | 0.03% |
| APH | Amphenol Corporation | Reduced | $28.2M | 0.03% |
| USFD | US Foods Holding Corp. | New | $350M | 0.03% |
| PFGC | Performance Food Group Company | New | $340.8M | 0.03% |
| MCK | McKesson Corporation | New | $339.4M | 0.03% |
| CIEN | Ciena Corporation | New | $314.3M | 0.03% |
| CRS | Carpenter Technology Corporation | Increased | $716.5M | 0.02% |
| WULF | TeraWulf Inc. | New | $287.5M | 0.02% |
| HUT | HUT 8 CORP | New | $285.2M | 0.02% |