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EL —
LAUDER ESTEE COS INC
CUSIP: 518439104 · Held by 6 superinvestors · Combined value: $331,264,965
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 0.1% | $316,564,476 | 3,022,961 | REDUCE | -1,042,658 |
| 2 | Hillman Capital | 3.6% | $5,738,970 | 54,803 | REDUCE | -15,885 |
| 3 | Lee Ainslie | 0.0% | $3,501,837 | 33,440 | ADD | +10,539 |
| 4 | Jim Simons | 0.0% | $2,293,368 | 21,900 | REDUCE | -242,900 |
| 5 | Lindsell Train | 0.0% | $1,623,160 | 15,500 | - | - |
| 6 | Ray Dalio | 0.0% | $1,543,154 | 14,736 | ADD | +810 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Lee Ainslie | ADD | +10,539 | +46.0% |
| Ray Dalio | ADD | +810 | +5.8% |
| Hillman Capital | REDUCE | -15,885 | -22.5% |
| Jim Simons | REDUCE | -242,900 | -91.7% |
| Ken Griffin | REDUCE | -1,042,658 | -25.6% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Lee Ainslie | NEW BUY | +22,901 | New |
| Jim Simons | ADD | +228,000 | +619.6% |
| Ken Griffin | ADD | +969,552 | +31.3% |
| Lindsell Train | ADD | +1,075 | +7.5% |
| Ray Dalio | ADD | +746 | +5.7% |
| Hillman Capital | REDUCE | -10,911 | -13.4% |
| Michael Burry | SOLD | -650,000 | Exit |
| Tom Gayner | SOLD | -15,000 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Michael Burry | ADD | +450,000 | +225.0% |
Who Owns EL? Superinvestor Holdings
LAUDER ESTEE COS INC is held by 6 tracked superinvestors, with a combined position value of $331 million . The largest positions are held by Ken Griffin (0.1% of portfolio), Hillman Capital (3.6% of portfolio), Lee Ainslie (0.0% of portfolio).
In the most recent quarter, 2 superinvestors added or initiated positions while 3 reduced or exited.