Estee Lauder Cos. (EL)

Sector:Consumer Staples
Super Investor Stats:
Ownership count:2
Ownership rank:481
% of all portfolios:0.033%
Hold Price * :$71.76
History Portfolio Manager Activity Share change % change to portfolio ▼
Q1  2026
≡ Hillman Capital Management Reduce 4.80% 2,631 0.13
≡ Lee Ainslie - Maverick Capital Sell 100.00% 33,440 0.04
≡ Lindsell Train Reduce 3.23% 500 0.00
Q4  2025
≡ Hillman Capital Management Reduce 22.47% 15,885 1.05
≡ Lee Ainslie - Maverick Capital Add 46.02% 10,539 0.01
Q3  2025
≡ Michael Burry - Scion Asset Management Sell 100.00% 150,000 21.55
≡ Hillman Capital Management Reduce 13.37% 10,911 0.56
≡ Lee Ainslie - Maverick Capital Buy 22,901 0.03
≡ Thomas Gayner - Markel Group Sell 100.00% 15,000 0.01
≡ Lindsell Train Add 7.45% 1,075 0.00
Q2  2025
≡ Michael Burry - Scion Asset Management Reduce 25.00% 50,000 7.18
≡ Hillman Capital Management Reduce 14.35% 13,675 0.60
Q1  2025
≡ Michael Burry - Scion Asset Management Add 100.00% 100,000 50.00
≡ Hillman Capital Management Reduce 8.95% 9,364 0.30
≡ Lee Ainslie - Maverick Capital Sell 100.00% 39,997 0.05
Q4  2024
≡ Michael Burry - Scion Asset Management Buy 100,000 9.68
≡ Hillman Capital Management Add 27.93% 22,843 0.64
≡ Lee Ainslie - Maverick Capital Add 94.87% 19,472 0.02
≡ Thomas Gayner - Markel Group Add 7.14% 1,000 0.00
Q3  2024
≡ AKO Capital Sell 100.00% 1,409,881 2.06
≡ Hillman Capital Management Add 19.26% 13,209 0.45
≡ Lee Ainslie - Maverick Capital Add 651.56% 17,794 0.03
≡ Lindsell Train Add 26.26% 3,000 0.01
≡ Thomas Gayner - Markel Group Buy 14,000 0.01
Q2  2024
≡ AKO Capital Reduce 47.97% 1,299,976 1.90
≡ Hillman Capital Management Add 48.17% 22,297 0.84
≡ Lee Ainslie - Maverick Capital Reduce 98.77% 219,934 0.81
Q1  2024
≡ AKO Capital Add 44.83% 838,783 1.83
≡ Lee Ainslie - Maverick Capital Add 2259.99% 213,230 0.64
Q4  2023
≡ AKO Capital Add 304.84% 1,408,897 2.93
≡ Polen Capital Management Sell 100.00% 135,734 0.05
≡ Lee Ainslie - Maverick Capital Add 103.30% 4,794 0.02
≡ Lindsell Train Add 8.55% 900 0.00
Q3  2023
≡ Terry Smith - Fundsmith Sell 100.00% 5,418,525 4.46
≡ AKO Capital Reduce 21.67% 127,827 0.30
≡ Lee Ainslie - Maverick Capital Buy 4,641 0.02
≡ Polen Capital Management Add 6.68% 8,494 0.00
Q2  2023
≡ AKO Capital Reduce 3.12% 18,976 0.06
≡ Terry Smith - Fundsmith Reduce 0.18% 9,807 0.01
≡ Lindsell Train Add 11.67% 1,100 0.00
≡ Polen Capital Management Add 5.64% 6,788 0.00
Q1  2023
≡ AKO Capital Reduce 30.36% 265,536 0.99
≡ Terry Smith - Fundsmith Reduce 4.42% 251,288 0.27
≡ Polen Capital Management Reduce 2.99% 3,710 0.00
Q4  2022
≡ AKO Capital Reduce 24.32% 281,008 1.13
≡ Terry Smith - Fundsmith Reduce 4.64% 276,354 0.31
≡ Polen Capital Management Buy 124,162 0.09
≡ Lindsell Train Add 7.10% 625 0.00
Q3  2022
≡ AKO Capital Reduce 11.06% 143,750 0.51
≡ Terry Smith - Fundsmith Add 0.08% 4,678 0.00
Q2  2022
≡ Terry Smith - Fundsmith Add 2.70% 156,426 0.17
≡ AKO Capital Add 0.45% 5,852 0.02
Q1  2022
≡ Terry Smith - Fundsmith Reduce 19.12% 1,370,291 1.28
≡ AKO Capital Add 1.20% 15,308 0.04
Q4  2021
≡ Daniel Loeb - Third Point Sell 100.00% 1,000,000 1.64
≡ Terry Smith - Fundsmith Add 4.88% 333,409 0.30
≡ AKO Capital Add 6.24% 75,039 0.27
≡ Polen Capital Management Sell 100.00% 2,707 0.00
≡ Lee Ainslie - Maverick Capital Sell 100.00% 249 0.00
Q3  2021
≡ AKO Capital Reduce 13.54% 188,483 0.59
≡ Daniel Loeb - Third Point Reduce 8.68% 95,000 0.16
≡ Terry Smith - Fundsmith Add 0.02% 1,242 0.00
≡ Lee Ainslie - Maverick Capital Reduce 78.81% 926 0.00
≡ Polen Capital Management Reduce 98.39% 165,490 0.00
Q2  2021
≡ Daniel Loeb - Third Point Add 13.47% 130,000 0.24
≡ AKO Capital Reduce 1.73% 24,554 0.09
≡ Terry Smith - Fundsmith Add 0.34% 23,440 0.02
≡ Polen Capital Management Add 3.29% 5,356 0.00
≡ Lee Ainslie - Maverick Capital Reduce 76.69% 3,865 0.00
Q1  2021
≡ Daniel Loeb - Third Point Add 382.50% 765,000 1.50
≡ AKO Capital Reduce 10.08% 158,683 0.57
≡ Terry Smith - Fundsmith Add 0.30% 20,343 0.02
≡ Lee Ainslie - Maverick Capital Buy 5,040 0.01
≡ Polen Capital Management Add 0.14% 229 0.00
Q4  2020
≡ Daniel Loeb - Third Point Buy 200,000 0.41
≡ AKO Capital Reduce 2.96% 48,039 0.16
≡ Terry Smith - Fundsmith Reduce 0.20% 13,606 0.01
≡ Polen Capital Management Reduce 3.60% 6,068 0.00
≡ Lee Ainslie - Maverick Capital Sell 100.00% 63 0.00
Q3  2020
≡ Polen Capital Management Buy 168,680 0.10
≡ AKO Capital Add 1.57% 25,109 0.09
≡ Terry Smith - Fundsmith Add 0.62% 41,759 0.04
≡ Lee Ainslie - Maverick Capital Reduce 98.62% 4,489 0.00
Q2  2020
≡ AKO Capital Add 37.52% 435,932 1.44
≡ Lindsell Train Buy 8,800 0.03
≡ Terry Smith - Fundsmith Add 0.30% 19,912 0.02
≡ Lee Ainslie - Maverick Capital Buy 4,552 0.02
Q1  2020
≡ AKO Capital Add 23.71% 222,680 0.75
≡ Terry Smith - Fundsmith Reduce 1.99% 136,925 0.12
Q4  2019
≡ AKO Capital Reduce 3.79% 36,972 0.16
≡ Terry Smith - Fundsmith Add 1.61% 108,840 0.11
Q3  2019
≡ AKO Capital Reduce 16.68% 195,439 0.95
≡ Terry Smith - Fundsmith Add 1.59% 105,962 0.11
Q2  2019
≡ AKO Capital Reduce 2.36% 28,255 0.13
≡ Terry Smith - Fundsmith Add 0.44% 29,082 0.03
Q1  2019
≡ Terry Smith - Fundsmith Add 5.56% 349,306 0.33
Q4  2018
≡ Terry Smith - Fundsmith Add 6.83% 401,400 0.37
Q3  2018
≡ Terry Smith - Fundsmith Add 19.62% 964,438 0.94
Q1  2018
≡ Thomas Russo - Gardner Russo & Quinn Sell 100.00% 190 0.00
Q4  2017
≡ Thomas Russo - Gardner Russo & Quinn Buy 190 0.00

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.