Follow-The-Filings

Security · featured owners

EL Estee Lauder

Lauder Estee Cos Inc. Consumer Staples CL A Equity as of 2026 Q2 among managers we track

  • 4 Owners
  • Max 2.9%
  • $8M
  • 1 new 1 reduce

EL (Estee Lauder) is held in 4 featured 13F books as of 2026 Q2. Hillman Capital Management is the largest tracked holder by portfolio weight (2.9%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 2.9% (Hillman Capital Management) · not free-float ownership

  1. Hillman Capital Management reduce 2.9%
  2. Murphy Pohlad 1.0%
  3. Lindsell Train 0.05%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Hillman Capital Management 2026 Q2 2.9% Reduce −3.7% 50,226 $4M history
Murphy Pohlad - Murphy Pohlad Asset Management 2026 Q2 1.0% Hold 37,905 $3M history
Lindsell Train 2026 Q2 0.05% Hold 15,000 $1M history
Lee Ainslie - Maverick Capital 2026 Q2 <0.01% New <0.01% 3,202 $253K history

4 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 9 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 7.01,9.01 Filing Doc
10-K Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02,9.01 Filing Doc
8-K/A 2.05,9.01 Filing Doc
8-K/A 2.05,9.01 Filing Doc
8-K/A 8.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 6 rows shown

Filed Form Detail Links
4 Period Sep 9, 2026 Filing Doc
4 Period Aug 27, 2026 · 8 forms Filing Doc
4 Period Aug 21, 2026 Filing Doc
4 Period Aug 21, 2026 Filing Doc
4 Period Jul 21, 2026 · 3 forms Filing Doc
4 Period Jun 15, 2026 · 11 forms Filing Doc

Updated 5 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $15.91B $15.61B $14.33B $15.05B
Gross profit $11.35B $11.18B $10.6B $11.36B
Gross margin * 71.3% 71.7% 74.0% 75.5%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $9.14B $7.92B $7.07B $7.61B
Total non-current assets * $14.28B $13.76B $12.82B $12.15B
Total assets $23.42B $21.68B $19.89B $19.76B
Total current liabilities $6.24B $5.7B $5.44B $6.23B
Total non-current liabilities $10.76B $10.66B $10.59B $9.72B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $1.73B $2.36B $1.27B $1.77B
Cash from investing -$3.22B -$0.96B -$0.623B -$0.489B
Cash from financing $1.59B -$2.04B -$1.14B -$0.712B
Net change in cash $72M -$634M -$474M $577M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders