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ELEL
Showing 8 of 12 quarters

Position history for Independent Franchise Partners LLPIndependent Franchise Partners LLP's holdings in LAUDER ESTEE COS INC

Yes. Independent Franchise Partners holds 4,941,737 shares of EL (Lauder Estee Companies), worth $390.2M, as of its Q2 2026 13F filing. It reduced the position by 1,686,803 shares (-25.5%) from Q1 2026. Independent Franchise Partners has held EL since Q3 2023, across 12 quarterly 13F filings. EL is 2.6% of Independent Franchise Partners' reported 13F portfolio.

Current Value

$390.2M

Current Shares

4.9M

Total Value Change

-$148.2M

Total Shares Change

-458,042

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
4.9M
-25.4%
$390.2M2.6%$78.68
0
2026-Q1
Decreased
6.6M
-15.4%
$475.7M3.3%$71.25
0
2025-Q4
Increased
7.8M
+1.1%
$820.7M5.2%$103.64
63
2025-Q3
Decreased
7.8M
-1.8%
$683.2M4.5%$86.88
0
2025-Q2
Decreased
7.9M
-1.1%
$637.7M4.2%$79.36
0
2025-Q1
Increased
8M
+1.5%
$526.4M3.8%$64.50
59
2024-Q4
Increased
7.9M
+45.5%
$589.2M4.4%$72.92
79
2024-Q3
Increased
5.4M
+55.8%
$538.3M4.7%$96.49
83

Other major holders of EL: FMR LLC, STATE STREET CORP

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