Skip to content
User

Stephen Mandel

Lone Pine Capital

Stephen Mandel Corning Incorporated stake

total: 304

Lone Pine Capital GLW trades

Total transactions:
2
New positions:
1
Reduced:
1
Held since:
2026 Q1
Held for:
2 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Stephen Mandel holds 2,728,058 Corning Incorporated (GLW) shares with a market value of roughly $696.83M accounting for 4.26% of the overall portfolio. To date, the estimated cost basis is nearly $135.97 for "buy" trades and estimated average "sell" price is $255.43. Lone Pine Capital first purchased GLW in 2026 Q1, initially acquiring about 3.72M shares. Since the initial investment in Corning Incorporated (GLW), Lone Pine Capital has made 1 more transaction.

How many GLW shares does Stephen Mandel currently hold?

According to 2026 Q2 report, Stephen Mandel holds 2,728,058 shares of Corning Incorporated (GLW), valued at around $696.83M.

When did Stephen Mandel buy Corning Incorporated (GLW)?

Stephen Mandel first invested in Corning Incorporated (GLW) in 2026 Q1 at the reported quarter-end price of $135.97 per share.

What's the cost basis of Lone Pine Capital's GLW stake?

The estimated cost basis for Corning Incorporated (GLW) stake is around $135.97 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$135.97
Weighted AVG sell price:
$255.43

Stephen Mandel's historical trades in Corning Incorporated

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
4.26%
2,728,058
$255.43
$696,827,855
-26.63% (-990,089)
-2.02%
2026 Q1
4.03%
3,718,147
$135.97
$505,556,448
new
+4.03%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.