Latest news with #LeeAinslie
Yahoo
4 days ago
- Business
- Yahoo
Lee Ainslie's Strategic Moves: A Closer Look at The Walt Disney Co's 2.81% Portfolio Impact
Insights from Lee Ainslie (Trades, Portfolio)'s Second Quarter 2025 13F Filing Warning! GuruFocus has detected 5 Warning Signs with NVDA. Lee Ainslie (Trades, Portfolio) recently submitted the 13F filing for the second quarter of 2025, providing insights into his investment moves during this period. Lee Ainslie (Trades, Portfolio) is the founder and CEO of Dallas-based Maverick Capital. Ainslie started Maverick Capital back in 1993 with $38 million after learning from legendary fund manager Julian Robertson at Tiger Management (Trades, Portfolio). Maverick employs six industry experts to research investment opportunities in the following categories: consumer, health care, cyclical, retail, financial and telecommunications, media and technology. Ainslie talks to them about new and current stocks in the portfolio, and with that input, he makes the final decision on investments. Summary of New Buy Lee Ainslie (Trades, Portfolio) added a total of 79 stocks, among them: The most significant addition was The Walt Disney Co (NYSE:DIS), with 1,508,487 shares, accounting for 2.81% of the portfolio and a total value of $187,067,470 million. The second largest addition to the portfolio was Huntington Ingalls Industries Inc (NYSE:HII), consisting of 386,533 shares, representing approximately 1.4% of the portfolio, with a total value of $93,332,260. The third largest addition was Warner Bros. Discovery Inc (NASDAQ:WBD), with 6,797,230 shares, accounting for 1.17% of the portfolio and a total value of $77,896,260. Key Position Increases Lee Ainslie (Trades, Portfolio) also increased stakes in a total of 38 stocks, among them: The most notable increase was Microsoft Corp (NASDAQ:MSFT), with an additional 336,907 shares, bringing the total to 753,404 shares. This adjustment represents a significant 80.89% increase in share count, a 2.52% impact on the current portfolio, with a total value of $374,750,680. The second largest increase was Advanced Micro Devices Inc (NASDAQ:AMD), with an additional 1,152,393 shares, bringing the total to 1,172,044. This adjustment represents a significant 5,864.3% increase in share count, with a total value of $166,313,040. Summary of Sold Out Lee Ainslie (Trades, Portfolio) completely exited 63 holdings in the second quarter of 2025, as detailed below: Charles Schwab Corp (NYSE:SCHW): Lee Ainslie (Trades, Portfolio) sold all 1,425,125 shares, resulting in a -1.97% impact on the portfolio. Monster Beverage Corp (NASDAQ:MNST): Lee Ainslie (Trades, Portfolio) liquidated all 1,748,676 shares, causing a -1.81% impact on the portfolio. Key Position Reduces Lee Ainslie (Trades, Portfolio) also reduced positions in 44 stocks. The most significant changes include: Reduced Verona Pharma PLC (NASDAQ:VRNA) by 1,261,639 shares, resulting in a -70.74% decrease in shares and a -1.41% impact on the portfolio. The stock traded at an average price of $73.88 during the quarter and has returned 51.42% over the past 3 months and 126.71% year-to-date. Reduced GFL Environmental Inc (NYSE:GFL) by 1,501,510 shares, resulting in a -34.9% reduction in shares and a -1.28% impact on the portfolio. The stock traded at an average price of $49.09 during the quarter and has returned 2.01% over the past 3 months and 12.37% year-to-date. Portfolio Overview At the second quarter of 2025, Lee Ainslie (Trades, Portfolio)'s portfolio included 252 stocks, with top holdings including 7.02% in NVIDIA Corp (NASDAQ:NVDA), 6.79% in Inc (NASDAQ:AMZN), 5.99% in Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM), 5.63% in Microsoft Corp (NASDAQ:MSFT), and 4.48% in Nu Holdings Ltd (NYSE:NU). The holdings are mainly concentrated in 11 industries: Technology, Consumer Cyclical, Healthcare, Financial Services, Consumer Defensive, Industrials, Communication Services, Utilities, Real Estate, Basic Materials, and Energy. This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein. This article first appeared on GuruFocus. Sign in to access your portfolio
Bloomberg
6 days ago
- Business
- Bloomberg
What Separates Great Investors from the Rest
Maverick Capital Founder and Managing Partner Lee Ainslie shares what distinguishes great investors from mediocre ones. He says "that ability to have a fresh perspective, take in the new information even when things aren't going the way that you'd expect it to hope... is a critical part of the business." Ainslie speaks with Carlyle Co-Founder & Co-Chairman David Rubenstein on this week's episode of Bloomberg Wealth. This interview was recorded July 10 in New York. (Source: Bloomberg)
Bloomberg
06-08-2025
- Business
- Bloomberg
Tiger Cub Maverick Looks to Raise Money After Trouncing Rivals
Lee Ainslie 's Maverick Capital is raising money for a new semiconductor fund and seeking to boost assets in its hedge funds, a rare expansion for the $10 billion firm that opened more than three decades ago. The new fund, Maverick Silicon, focuses on private late-stage growth companies. The company seeded it with internal capital a year ago and opened it to client money this year, according to regulatory filings and investors.
Yahoo
06-08-2025
- Business
- Yahoo
Olin Corporation (OLN): A Bull Case Theory
We came across a bullish thesis on Olin Corporation Waterboy's Substack by Waterboy. In this article, we will summarize the bulls' thesis on OLN. Olin Corporation's share was trading at $21.89 as of July 29th. OLN's trailing and forward P/E were 19.62 and 37.31 respectively according to Yahoo Finance. A factory worker in heavy protective clothing, overseeing the production of chlorine. Olin Corporation (OLN), trading at $21.26 with a market cap of $2.39 billion and enterprise value of $5.57 billion, is a deeply cyclical yet consistently profitable chemicals and ammunition manufacturer with a remarkable capital return track record. Operating across three segments—Chlor Alkali Products and Vinyls (56% of 2024 sales), Epoxy (19%), and Winchester (26%)—OLN has proven resilient despite market volatility. The company has paid dividends for 393 consecutive quarters and has aggressively returned capital to shareholders, retiring nearly one-third of its outstanding shares since 2015 while simultaneously reducing net debt. This disciplined financial stewardship has attracted the attention of elite value investors over the years. Notably, Seth Klarman and Lee Ainslie built positions in the past, and Christopher Bloomstran of Semper Augustus made OLN a meaningful 2.33% holding in 2019 before witnessing a fivefold rebound, after which he partially exited. Interestingly, Bloomstran has recently resumed building his stake, increasing Semper's position by 0.46% last quarter—a signal of renewed conviction. Despite its extreme stock chart volatility, OLN's underlying business remains stable, backed by strategic end-market diversification and a disciplined capital allocation framework. With its history of shareholder-friendly actions, entrenched presence in essential chemical and defense-related industries, and recent re-engagement by prominent long-term investors, Olin appears to offer a compelling opportunity for contrarian investors. The stock now trades near its 52-week low, potentially setting the stage for another cycle of upside, especially if the market begins to reprice its stable cash generation and strong balance sheet more appropriately. Previously, we covered a on LSB Industries, Inc. (LXU) by Unemployed Value Degen in January 2025, which highlighted its industrial pivot, EBITDA growth strategy, and strong capital returns. The company's stock price has appreciated by approximately 18% since our coverage, as the transformation thesis began to play out. Waterboy shares a similar thesis but emphasizes OLN's stability and diversified industrial exposure. Olin Corporation is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 33 hedge fund portfolios held OLN at the end of the first quarter which was 38 in the previous quarter. While we acknowledge the potential of OLN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
16-05-2025
- Business
- Yahoo
Lee Ainslie's Strategic Moves: A Deep Dive into Kenvue Inc's 3.59% Portfolio Impact
Lee Ainslie (Trades, Portfolio) recently submitted the 13F filing for the first quarter of 2025, providing insights into his investment moves during this period. Lee Ainslie (Trades, Portfolio) is the founder and CEO of Dallas-based Maverick Capital. Ainslie started Maverick Capital back in 1993 with $38 million after learning from legendary fund manager Julian Robertson at Tiger Management (Trades, Portfolio). Maverick employs six industry experts to research investment opportunities in the following categories: consumer, health care, cyclical, retail, financial, and telecommunications, media, and technology. Ainslie talks to them about new and current stocks in the portfolio, and with that input, he makes the final decision on investments. Warning! GuruFocus has detected 2 Warning Sign with AMZN. Lee Ainslie (Trades, Portfolio) added a total of 76 stocks, among them: The most significant addition was Kenvue Inc (NYSE:KVUE), with 8,466,901 shares, accounting for 3.59% of the portfolio and a total value of $203.036 million. The second largest addition to the portfolio was Bank of America Corp (NYSE:BAC), consisting of 3,644,820 shares, representing approximately 2.69% of the portfolio, with a total value of $152.098 million. The third largest addition was Danaher Corp (NYSE:DHR), with 698,740 shares, accounting for 2.53% of the portfolio and a total value of $143.241 million. Lee Ainslie (Trades, Portfolio) also increased stakes in a total of 116 stocks, among them: The most notable increase was NVIDIA Corp (NASDAQ:NVDA), with an additional 716,236 shares, bringing the total to 2,830,399 shares. This adjustment represents a significant 33.88% increase in share count, a 1.37% impact on the current portfolio, with a total value of $306.758 million. The second largest increase was Micron Technology Inc (NASDAQ:MU), with an additional 777,095 shares, bringing the total to 809,170. This adjustment represents a significant 2,422.74% increase in share count, with a total value of $70.308 million. Lee Ainslie (Trades, Portfolio) completely exited 68 of the holdings in the first quarter of 2025, as detailed below: Wells Fargo & Co (NYSE:WFC): Lee Ainslie (Trades, Portfolio) sold all 2,133,273 shares, resulting in a -2.7% impact on the portfolio. Visa Inc (NYSE:V): Lee Ainslie (Trades, Portfolio) liquidated all 426,998 shares, causing a -2.43% impact on the portfolio. Lee Ainslie (Trades, Portfolio) also reduced positions in 35 stocks. The most significant changes include: Reduced Starbucks Corp (NASDAQ:SBUX) by 1,007,093 shares, resulting in a -98.66% decrease in shares and a -1.66% impact on the portfolio. The stock traded at an average price of $103.37 during the quarter and has returned -22.47% over the past 3 months and -3.85% year-to-date. Reduced SpringWorks Therapeutics Inc (NASDAQ:SWTX) by 2,428,020 shares, resulting in a -83.96% reduction in shares and a -1.58% impact on the portfolio. The stock traded at an average price of $46.03 during the quarter and has returned -19.76% over the past 3 months and 27.54% year-to-date. At the first quarter of 2025, Lee Ainslie (Trades, Portfolio)'s portfolio included 236 stocks, with top holdings including 6.57% in Inc (NASDAQ:AMZN), 5.42% in NVIDIA Corp (NASDAQ:NVDA), 4.31% in Philip Morris International Inc (NYSE:PM), 4.28% in Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM), and 4.09% in Natera Inc (NASDAQ:NTRA). The holdings are mainly concentrated in 10 of all the 11 industries: Technology, Consumer Cyclical, Healthcare, Consumer Defensive, Financial Services, Industrials, Communication Services, Utilities, Basic Materials, and Energy. This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein. This article first appeared on GuruFocus. Sign in to access your portfolio
