EL
Estee Lauder Companies-cl A
3 super-investors hold EL worth a combined $36M. The largest position: Hillman Capital Management at 2.6% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 28 — ranked #437 of 724 scored stocks.
Why super-investors own EL
Interest in EL among this cohort is minimal and has been eroding for two years. Only three managers hold the stock as of 2026Q1, with combined exposure of just $36M — the bulk of which sits in Joel Greenblatt's position ($31M) at a negligible portfolio weight. Hillman Capital Management carries the highest concentration at 2.6%, though that represents only $4M in absolute terms. No manager added, trimmed, started, or exited a position this quarter, suggesting passive indifference rather than active conviction. The owner-count history — oscillating between one and two for most of the past eight quarters before a slight uptick to three — reflects a cohort that has largely moved on from the name.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 40q | $31M | 429,965 |
| 2 | Hillman Capital Management | 2.6% | 10q | $4M | 52,172 |
| 3 | Lindsell Train | <0.1% | 24q | $1M | 15,000 |
Owners of EL also hold
Long US equity 13F-HR filings only. CUSIP 518439104. Not investment advice.