13F manager/SGI/

Steve Mandel (Lone Pine Capital) exit Somnigroup International Inc

Steve Mandel (Lone Pine Capital) exit $-206.8M of disclosed value in Somnigroup International Inc.

Signal
Investor Move
Action
Exit
Capital
$-206.8M 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
Dec 31, 2023
Total Changes
30
New
4
Reduced/Sold
9

Filing changes

TickerCompanyActionCurrent ValuePortfolio Impact
INTUIntuit Inc.New$467.9M0.04%
GOOGLAlphabet Inc.Sold out$00.04%
TDGTransDigm Group IncorporatedSold out$00.03%
SQBlock, Inc.Increased$511M0.03%
BXBlackstone Inc.New$290.5M0.03%
PMPhilip Morris International Inc.New$282.8M0.02%
BILLBill.com Holdings, Inc.Sold out$00.02%
GEGE AerospaceNew$268.5M0.02%
MA.BAMastercard IncorporatedReduced$469.5M0.02%
SGISomnigroup International IncSold out$00.02%
FNDFloor & Decor Holdings, Inc.Sold out$00.02%
METAMeta Platforms, Inc.Increased$1B0.02%
BBWIBath & Body Works, Inc.Increased$451M0.01%
CRMSalesforce, Inc.Increased$657.8M0.01%
AMZNAmazon.com, Inc.Increased$830.3M0.01%
WDAYWorkday, Inc.Reduced$427.3M0.01%
DKSDICK'S Sporting Goods, Inc.Increased$429.5M0.01%
KKRKKR & Co. Inc.Increased$515.8M0.01%
MSFTMicrosoft CorporationIncreased$681.3M0.01%
PTCPTC Inc.Increased$554M0.01%

Evidence