Eric Mandelblatt Soroban Capital Partners
Eric Mandelblatt is the founder of Soroban Capital Partners, a fundamental long/short equity firm. Soroban is known for research-intensive positions and a flexible approach across sectors. Mandelblatt’s public portfolio is followed among large fundamental hedge fund managers.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Visa
V
|
+$210M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$181M |
| 3 |
TSMC
TSM
|
+$164M |
| 4 |
Mastercard
MA
|
+$110M |
| 5 |
Yum! Brands
YUM
|
+$73.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Union Pacific
UNP
|
+$176M |
| 2 |
McDonald's
MCD
|
+$125M |
| 3 |
Lowe's Companies
LOW
|
+$103M |
| 4 |
CMS Energy
CMS
|
+$82.1M |
| 5 |
Exelon
EXC
|
+$74.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.55% |
| 2 | Financials | 22.92% |
| 3 | Utilities | 18.92% |
| 4 | Communication Services | 15.38% |
| 5 | Industrials | 12.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
McDonald's
MCD
$192B
| – | – |
-491,928
| Closed | -$125M |
|
27
SBA Communications
SBAC
$19.4B
| – | – |
-138,494
| Closed | -$27.2M |
|
28
Southern Company
SO
$102B
| – | – |
-642,679
| Closed | -$49.9M |
|
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Eric Mandelblatt's Q3 2024 Portfolio in Review
As of Q3 2024, Eric Mandelblatt held 28 positions worth $7.23B, up 6.2% from $6.81B the previous quarter. Its ten largest holdings account for 78% of the portfolio.
Eric Mandelblatt's Q3 2024 filing shows 3 new, 6 increased, 13 reduced and 4 closed positions. Its largest new stake was TSMC: 961,956 shares worth $167M. The largest sale was Union Pacific, an estimated $176M.
By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 22% a quarter earlier, followed by Financials and Utilities.
- Eric Mandelblatt's largest Q3 2024 buy was TSMC: 961,956 shares worth $167M.
- Eric Mandelblatt added most to Visa in Q3 2024, an estimated $210M increase.
- Eric Mandelblatt's biggest Q3 2024 reduction was Union Pacific, cutting an estimated $176M.
- Eric Mandelblatt fully exited McDonald's in Q3 2024, selling an estimated $125M.
- Eric Mandelblatt's ten largest holdings make up 78% of its $7.23B portfolio in Q3 2024.
- Eric Mandelblatt opened 3 new positions and closed 4 in Q3 2024.
- Eric Mandelblatt's portfolio value rose 6.2% quarter-over-quarter to $7.23B.
Based on Soroban Capital Partners's 13F filing for Q3 2024, filed 14 Nov 2024.