Lee Ainslie's HRL Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 171,063 shares of Hormel Foods Corporation (HRL) worth $3.87 M, representing 0.04% of the portfolio. First purchased in 2020-Q1, this medium-term investment has been held for 17 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in HRL, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 171,063 shares. Largest reduction occurred in Q4 2025, reducing 59,118 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 2026 | +171,063 | New Buy | 171,063 | $22.65 |
| Q4 2025 | -59,118 | Sold Out | 0 | $0.00 |
| Q3 2025 | +59,118 | New Buy | 59,118 | $24.74 |
| Q4 2023 | -15,237 | Sold Out | 0 | $0.00 |
| Q3 2023 | +3,114 | Add 25.69% | 15,237 | $38.03 |
| Q2 2023 | +12,123 | New Buy | 12,123 | $40.22 |
| Q1 2023 | -18,864 | Sold Out | 0 | $0.00 |
| Q4 2022 | -4,854 | Reduce 20.47% | 18,864 | $45.55 |
| Q3 2022 | -2,498 | Reduce 9.53% | 23,718 | $45.45 |
| Q2 2022 | +7,645 | Add 41.17% | 26,216 | $47.38 |
| Q1 2022 | +18,571 | New Buy | 18,571 | $51.53 |
| Q4 2021 | -1,387 | Sold Out | 0 | $0.00 |
| Q3 2021 | +1,387 | New Buy | 1,387 | $41.10 |
| Q4 2020 | -14,764 | Sold Out | 0 | $0.00 |
| Q3 2020 | -4,133 | Reduce 21.87% | 14,764 | $48.90 |
| Q2 2020 | +6,434 | Add 51.62% | 18,897 | $48.26 |
| Q1 2020 | +12,463 | New Buy | 12,463 | $46.62 |
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 17 quarters since Q1 2020.
Lee Ainslie's largest addition to Hormel Foods Corporation (HRL) was in Q1 2026, adding 171,063 shares worth $3.87 M.
According to the latest 13F filing for Q1 2026, Lee Ainslie's firm, Maverick Capital LTD, owns 171,063 shares of Hormel Foods Corporation (HRL), valued at approximately $3.87 M.
As of the Q1 2026 filing, Hormel Foods Corporation (HRL) represents approximately 0.04% 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 171,063 shares, as reported at the end of Q1 2026.