EL

LAUDER ESTEE COS INC

14 superinvestors own EL

Based on latest 13F filings — data is 45–90 days delayed

Investor	Fund	Weight	Shares	Value	Quarter	Activity
Michael Burry	Scion Asset Management	9.08%	650,000	$52.5M	2025Q2	Added
Terry Smith	Fundsmith	5.22%	4,916,559	$701.5M	2018Q2	New
Hillman Capital Management	Hillman Value Fund	2.60%	52,172	$3.7M	2026Q1	Reduced
AKO Capital	AKO Capital	2.06%	1,409,881	$150K	2024Q2	Reduced
Daniel Loeb	Third Point	1.64%	1,000,000	$299.9M	2021Q3	Reduced
Viking Global Investors	Viking Global Investors	0.47%	1,324,965	$99.8M	2013Q4	Reduced
Bill Nygren	Oakmark Select Fund – Harris Associates	0.14%	146,571	$7.2M	2007Q1	New
Polen Capital Management	Polen Capital Management	0.05%	135,734	$19.6M	2023Q3	Added
Lee Ainslie	Maverick Capital	0.04%	33,440	$3.5M	2025Q4	New
Lindsell Train	Lindsell Train	0.03%	15,000	$1.1M	2026Q1	Reduced
First Eagle Investment Management	First Eagle Investment Management	0.02%	51,960	$6.6M	2017Q4	Reduced
Christopher Davis	Davis Selected Advisers	0.01%	34,855	$2.3M	2013Q2	Held
Kenneth Fisher	Fisher Asset Management	0.00%	32,126	$2.3M	2026Q1	Added
Jensen Investment Management	Jensen Investment Management	0.00%	280	$13K	2008Q1	New

Open-market purchases (P) and sales (S) from SEC Form 4 filings · last 12 months

No open-market insider trades in the last 12 months.

Form 4 filings for option exercises and other transaction types are excluded.

STOCK Act disclosures · last 12 months

Congressional trade data coming soon.

We are sourcing STOCK Act disclosures and will display them here shortly.

What Is SEC Form 4?

Understand the insider trade filings behind EL activity.

What Is a 13F Filing?

How superinvestors disclose their quarterly holdings.

Insider Cluster Buying

Why multiple insiders buying together is a strong signal.

Superinvestor Consensus

The most widely held stocks across all tracked institutions.