Lee Ainslie's MNRO Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 181,144 shares of Monro, Inc. (MNRO) worth $3.26 M, representing 0.04% of the portfolio. First purchased in 2018-Q2, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in MNRO, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2019, adding 207,110 shares. Largest reduction occurred in Q3 2019, reducing 130,006 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Monro (MNRO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Monro (MNRO) Trades by Lee Ainslie
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2018 | +16,716 | New Buy | 16,716 | $58.09 |
| Q3 2018 | +52,116 | Add 311.77% | 68,832 | $69.60 |
| Q4 2018 | -8,712 | Reduce 12.66% | 60,120 | $68.75 |
| Q1 2019 | +207,110 | Add 344.49% | 267,230 | $86.52 |
| Q2 2019 | -119,820 | Reduce 44.84% | 147,410 | $85.30 |
| Q3 2019 | -130,006 | Reduce 88.19% | 17,404 | $79.00 |
| Q4 2019 | +2,763 | Add 15.88% | 20,167 | $78.20 |
| Q1 2020 | +8,207 | Add 40.70% | 28,374 | $43.81 |
| Q2 2020 | -28,374 | Sold Out | 28,374 | $0.00 |
| Q4 2020 | +44,890 | New Buy | 44,890 | $53.31 |
| Q1 2021 | -23,548 | Reduce 52.46% | 21,342 | $65.79 |
| Q2 2021 | -21,342 | Sold Out | 21,342 | $0.00 |
| Q3 2021 | +2,061 | New Buy | 2,061 | $57.74 |
| Q4 2021 | -2,061 | Sold Out | 2,061 | $0.00 |
| Q2 2022 | +48,174 | New Buy | 48,174 | $42.89 |
| Q3 2022 | -48,174 | Sold Out | 48,174 | $0.00 |
| Q4 2022 | +47,850 | New Buy | 47,850 | $45.20 |
| Q1 2023 | -30,511 | Reduce 63.76% | 17,339 | $49.43 |
| Q2 2023 | -4,660 | Reduce 26.88% | 12,679 | $40.63 |
| Q3 2023 | +8,406 | Add 66.30% | 21,085 | $27.77 |
| Q4 2023 | -21,085 | Sold Out | 21,085 | $0.00 |
| Q1 2024 | +14,794 | New Buy | 14,794 | $31.54 |
| Q2 2024 | +106,560 | Add 720.29% | 121,354 | $23.86 |
| Q3 2024 | -121,354 | Sold Out | 121,354 | $0.00 |
| Q1 2025 | +302,626 | New Buy | 302,626 | $14.47 |
| Q2 2025 | -302,626 | Sold Out | 302,626 | $0.00 |
| Q3 2025 | +181,144 | New Buy | 181,144 | $17.97 |
Lee Ainslie's Monro Investment FAQs
Lee Ainslie first purchased Monro, Inc. (MNRO) in Q2 2018, acquiring 16,716 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 Monro, Inc. (MNRO) for 30 quarters since Q2 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie's largest addition to Monro, Inc. (MNRO) was in Q1 2025, adding 302,626 shares worth $4.38 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 181,144 shares of Monro, Inc. (MNRO), valued at approximately $3.26 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Monro, Inc. (MNRO) represents approximately 0.04% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie's peak holding in Monro, Inc. (MNRO) was 302,626 shares, as reported at the end of Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.