SM
KSU

Stephen Mandel’s Kansas City Southern KSU Stock Holding History

Stephen Mandel’s Portfolio KSU Stock Details KSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,398,480
Closed -$127M – 57
2015
Q3 		$127M Buy
1,398,480
+1,167,260
+505% +$110M 0.52% 44
2015
Q2 		$21.1M Buy
+231,220
New +$22.8M 0.08% 56

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Stephen Mandel's KSU Position: Q4 2015 in Review

Stephen Mandel sold out of Kansas City Southern (KSU) in Q4 2015, closing a stake of 1,398,480 shares — an estimated $127M sold.

Stephen Mandel first reported a position in KSU in Q2 2015 and held it in 2 quarters. The position peaked at $127M in Q3 2015. 460 funds tracked by Wall St. Rank hold KSU as of Q4 2015.

  • Stephen Mandel reported no remaining Kansas City Southern position as of Q4 2015 after selling out during the quarter.
  • Stephen Mandel sold 1,398,480 Kansas City Southern shares in Q4 2015, an estimated $127M.
  • Stephen Mandel first reported a position in Kansas City Southern in Q2 2015 and held it in 2 quarters.
  • Stephen Mandel's Kansas City Southern position peaked at $127M in Q3 2015.
  • 460 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2015.

Based on Lone Pine Capital's 13F filing for Q4 2015, filed 16 Feb 2016.