Founded by Stephen Mandel · 22 reported positions · 2026Q2 · CIK 0001061165
Latest 13F-HR on SEC EDGAR$10.5B
reported 13F value
2026Q2 vs 2026Q1 · % of the fund's 13F-reportable US portfolio
Compare all Lone moves against the whole pod
Every tracked whale, the consensus top 20, and QoQ drill-downs live on the dashboard.
Built from public SEC Form 13F-HR filings, which report US-listed long positions only, up to 45 days after quarter end — holdings may have changed since, and non-US positions are not reportable. Percentages are of the fund's 13F-reportable portfolio, not its total assets. Not investment advice. See our Terms.
| CVNA | 4.2% | $692.5M | +499.6% | — |
| HUT | 4.1% | $666.5M | -5.0% | — |
| PFGC | 4.0% | $654.3M | +47.1% | — |
| WULF | 3.6% | $596.4M | +21.2% | — |
| CRS | 3.6% | $593.9M | -47.0% | — |