Follow-The-Filings

Security

EL

Lauder Estee Cos Inc. · CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

18 owners 3 exits max 2.6% (Hillman Capital Managemen...)

grid → activity → earnings →
owners 18
max % 2.6%
tracked value $7.2B
qoq A 9 R 5 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Hillman Capital Management, Inc. 2026 Q1 2.6% Reduce -1.01 pp 52,172 $3.7B hist
Eminence Capital, LP 2026 Q1 1.2% Exit -1.15 pp 698,350 $50M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Exit -0.05 pp 372,015 $39M hist
Lindsell Train - Lindsell Train Ltd 2026 Q2 stale 0.1% — 15,000 $1M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add +0.01 pp 27,952,869 $2.9B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.03 pp 2,949,886 $309M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 136,228 $10M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add +0.01 pp 651,834 $45M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.04 pp 256,879 $18M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 145,496 $10M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce -0.07 pp 96,046 $7M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.01 pp 76,198 $5M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 72,949 $5M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Add 0.00 pp 25,084 $2M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 429,965 $31M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 32,126 $2M hist
Renaissance Technologies LLC 2026 Q1 0.0% Add 0.00 pp 31,100 $2M hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 1,411 $101 hist
Michael Burry - Scion Asset Management, LLC exited 2025 Q3 last 2025 Q2 2.1% Exit -2.10 pp 150,000 $12M hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.2% Exit -0.20 pp 2,075,949 $217M hist
Lee Ainslie - Maverick Capital Ltd exited 2026 Q1 last 2025 Q4 0.0% Exit -0.04 pp 33,440 $4M hist

18 current · 3 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
8-K 5.02,9.01 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
8-K/A 2.05,9.01 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
8-K/A 2.05,9.01 Filing Doc
8-K/A 8.01,9.01 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q 10-Q Filing Doc

Updated 1 minute 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
Revenue $15.91B $15.61B $14.33B
Gross profit $11.35B $11.18B $10.6B
Gross margin * 71.3% 71.7% 74.0%
Net income — — —
Net margin — — —

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $9.14B $7.92B $7.07B
Total non-current assets * $14.28B $13.76B $12.82B
Total assets $23.42B $21.68B $19.89B
Total current liabilities $6.24B $5.7B $5.44B
Total non-current liabilities $10.76B $10.66B $10.59B
Total equity — — —

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.73B $2.36B $1.27B
Cash from investing -$3.22B -$960M -$623M
Cash from financing $1.59B -$2.04B -$1.14B
Net change in cash $72M -$634M -$474M

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