Seagate Technology has retired 60.8% of its shares since its peak.
Shares held, 8 quarters
Superinvestors › Stephen Mandel
Stephen Mandel’s cannibal stocks
Lone Pine Capital · 13F for Q2 2026
6cannibals held
$4.5Bin these positions
Q2 2026latest 13F filing
Home Depot has retired 57.5% of its shares since its peak.
Shares held, 8 quarters
Applied Materials has retired 52.8% of its shares since its peak.
Shares held, 8 quarters
Teradyne retired 0.2% of its shares in twelve months, so this stake grew 0.2% without buying a share.
Shares held, 8 quarters
Corning has retired 45.3% of its shares since its peak.
Shares held, 8 quarters
LPL Financial retired 1.6% of its shares in twelve months, so this stake grew 1.6% without buying a share.
Shares held, 8 quarters
Values as reported in the 13F at quarter end. See the Q2 2026 filing on EDGAR.
Questions
Which cannibal stocks does Stephen Mandel own?
In the Q2 2026 13F, Lone Pine Capital held STX, HD, AMAT, TER, GLW, LPLA. 6 of them are on the Buyback Radar leaderboard.
Where does this data come from?
From Lone Pine Capital's 13F filings with the SEC, the last eight quarters, amendments applied, options excluded. A 13F shows US-listed stock positions at quarter end and is filed up to 45 days later, so it is a record, not a live portfolio.
How do buybacks help Stephen Mandel?
LPL Financial retired 1.6% of its shares in the last twelve months. That alone made every remaining share, including Stephen Mandel's 1,219,099, 1.6% bigger as a slice of the company, without buying anything.
Stephen Mandel’s moves in companies like these are covered on Cannibal Stocks.
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