Lee Ainslie's SHW Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 284,317 shares of The Sherwin-Williams Company (SHW) worth $92.13 M, representing 0.99% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in SHW, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 381,731 shares. Largest reduction occurred in Q4 2025, reducing 99,120 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's The Sherwin-Williams Company (SHW) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Sherwin-Williams Company (SHW) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -99,120 | Reduce 25.85% | 284,317 | $324.03 |
| Q3 2025 | +381,731 | Add 22375.79% | 383,437 | $346.26 |
| Q2 2025 | +1,706 | New Buy | 1,706 | $343.36 |
| Q1 2025 | -2,551 | Sold Out | 0 | $0.00 |
| Q4 2024 | +113 | Add 4.63% | 2,551 | $339.93 |
| Q3 2024 | +2,438 | New Buy | 2,438 | $381.67 |
| Q2 2024 | -4,820 | Sold Out | 0 | $0.00 |
| Q1 2024 | +4,820 | New Buy | 4,820 | $347.33 |
| Q4 2023 | -6,450 | Sold Out | 0 | $0.00 |
| Q3 2023 | -7,061 | Reduce 52.26% | 6,450 | $255.05 |
| Q2 2023 | +4,679 | Add 52.98% | 13,511 | $265.52 |
| Q1 2023 | +8,832 | New Buy | 8,832 | $224.77 |
| Q4 2022 | -24,638 | Sold Out | 0 | $0.00 |
| Q3 2022 | +2,917 | Add 13.43% | 24,638 | $204.76 |
| Q2 2022 | +5,683 | Add 35.43% | 21,721 | $223.93 |
| Q1 2022 | +16,038 | New Buy | 16,038 | $249.59 |
| Q4 2021 | -18,369 | Sold Out | 0 | $0.00 |
| Q3 2021 | +18,369 | New Buy | 18,369 | $279.71 |
| Q1 2021 | -1,026 | Sold Out | 0 | $0.00 |
| Q4 2020 | -14,469 | Reduce 93.38% | 1,026 | $244.64 |
| Q3 2020 | +10,464 | Add 207.99% | 15,495 | $232.27 |
| Q2 2020 | -20,793 | Reduce 80.52% | 5,031 | $192.61 |
| Q1 2020 | -13,509 | Reduce 34.35% | 25,824 | $153.19 |
| Q4 2019 | -18,375 | Reduce 31.84% | 39,333 | $194.52 |
| Q3 2019 | +9,138 | Add 18.81% | 57,708 | $183.28 |
| Q2 2019 | -51,930 | Reduce 51.67% | 48,570 | $152.77 |
| Q1 2019 | +100,500 | New Buy | 100,500 | $143.57 |
| Q3 2018 | -4,560 | Sold Out | 0 | $0.00 |
| Q2 2018 | +4,560 | New Buy | 4,560 | $135.96 |
| Q1 2018 | -14,235 | Sold Out | 0 | $0.00 |
| Q4 2017 | -69,195 | Reduce 82.94% | 14,235 | $136.71 |
| Q3 2017 | +83,430 | New Buy | 83,430 | $119.35 |
| Q4 2015 | -16,980 | Sold Out | 0 | $0.00 |
| Q3 2015 | +9,660 | Add 131.97% | 16,980 | $74.26 |
| Q2 2015 | -330 | Reduce 4.31% | 7,320 | $91.67 |
| Q1 2015 | +7,650 | New Buy | 7,650 | $94.77 |
Lee Ainslie's The Sherwin-Williams Company Investment FAQs
Lee Ainslie first purchased The Sherwin-Williams Company (SHW) in Q1 2015, acquiring 7,650 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 The Sherwin-Williams Company (SHW) for 36 quarters since Q1 2015.
Lee Ainslie's largest addition to The Sherwin-Williams Company (SHW) was in Q3 2025, adding 383,437 shares worth $132.77 M.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 284,317 shares of The Sherwin-Williams Company (SHW), valued at approximately $92.13 M.
As of the Q4 2025 filing, The Sherwin-Williams Company (SHW) represents approximately 0.99% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in The Sherwin-Williams Company (SHW) was 383,437 shares, as reported at the end of Q3 2025.