Lee Ainslie's HRL Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 59,118 shares of Hormel Foods Corporation (HRL) worth $1.46 M, representing 0.02% of the portfolio. First purchased in 2020-Q1, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in HRL, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 43,881 shares. Largest reduction occurred in Q3 2021, reducing 13,377 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Hormel Foods Corporation (HRL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Hormel Foods Corporation (HRL) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2020 | +12,463 | New Buy | 12,463 | $46.62 |
| Q2 2020 | +6,434 | Add 51.62% | 18,897 | $48.26 |
| Q3 2020 | -4,133 | Reduce 21.87% | 14,764 | $48.90 |
| Q4 2020 | -14,764 | Sold Out | 14,764 | $48.90 |
| Q3 2021 | +1,387 | New Buy | 1,387 | $41.10 |
| Q4 2021 | -1,387 | Sold Out | 1,387 | $41.10 |
| Q1 2022 | +18,571 | New Buy | 18,571 | $51.53 |
| Q2 2022 | +7,645 | Add 41.17% | 26,216 | $47.38 |
| Q3 2022 | -2,498 | Reduce 9.53% | 23,718 | $45.45 |
| Q4 2022 | -4,854 | Reduce 20.47% | 18,864 | $45.55 |
| Q1 2023 | -18,864 | Sold Out | 18,864 | $45.55 |
| Q2 2023 | +12,123 | New Buy | 12,123 | $40.22 |
| Q3 2023 | +3,114 | Add 25.69% | 15,237 | $38.03 |
| Q4 2023 | -15,237 | Sold Out | 15,237 | $38.03 |
| Q3 2025 | +59,118 | New Buy | 59,118 | $24.74 |
Lee Ainslie's Hormel Foods Corporation Investment FAQs
Lee Ainslie first purchased Hormel Foods Corporation (HRL) in Q1 2020, acquiring 12,463 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held Hormel Foods Corporation (HRL) for 23 quarters since Q1 2020.
Lee Ainslie's largest addition to Hormel Foods Corporation (HRL) was in Q3 2025, adding 59,118 shares worth $1.46 M.
According to the latest 13F filing for Q3 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 59,118 shares of Hormel Foods Corporation (HRL), valued at approximately $1.46 M.
As of the Q3 2025 filing, Hormel Foods Corporation (HRL) represents approximately 0.02% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Hormel Foods Corporation (HRL) was 59,118 shares, as reported at the end of Q3 2025.