Position in EL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$26,676,119
-$12,281,291 QoQ
Shares Held
371,689
-0.1% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EL Over Time
Shares Held
Position Value (USD)
Derivatives in EL
reported options exposure · as of Dec 31, 2021CallValue
$740,400
CallShares
2,000
PutValue
$370,200
PutShares
1,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $668,151,425 across 19 Household & Personal Products names. EL ranks #3 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMB |
Kimberly Clark Corp
|
5,174,726 | $499,205,817 | |
| 2 | CHD |
Church & Dwight Co Inc /De/
|
585,589 | $54,647,165 | |
| 3 | EL |
Estee Lauder Companies Inc
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|
371,689 | $26,676,119 | |
| 4 | EPC |
EDGEWELL PERSONAL CARE Co
|
1,215,992 | $25,949,269 | |
| 5 | CLX |
Clorox Co /De/
|
123,950 | $12,844,938 | |
| 6 | SPB |
Spectrum Brands Holdings, Inc.
|
153,529 | $11,315,087 | |
| 7 | UL |
Unilever PLC
|
167,839 | $9,561,787 | |
| 8 | NUS |
Nu Skin Enterprises, Inc.
|
1,012,133 | $7,368,328 |
All Filings in EL
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,676,119 | 371,689 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $38,957,410 | 372,015 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $51,330,428 | 582,506 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $22,312,158 | 338,063 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $32,725,545 | 436,457 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $222,839,150 | 2,235,321 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $169,837,382 | 1,596,216 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $75,893,748 | 492,337 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $169,517,497 | 1,159,094 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $168,971,867 | 1,168,951 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $1,628,607 | 6,608 | Shares | Sole | 2023-05-15 | |
| 2021-12-31 | $740,400 | 2,000 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $1,463,400 | 3,953 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $370,200 | 1,000 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $599,860 | 2,000 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $318,080 | 1,000 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $1,272,320 | 4,000 | Call | Sole | 2021-08-16 | |
| 2020-12-31 | $532,380 | 2,000 | Put | Sole | 2021-02-16 | |
| 2020-12-31 | $266,190 | 1,000 | Call | Sole | 2021-02-16 | |
| 2020-09-30 | $567,450 | 2,600 | Call | Sole | 2020-11-16 | |
| 2020-06-30 | $22,793,487 | 120,805 | Shares | Sole | 2020-08-14 | |
| 2020-06-30 | $566,040 | 3,000 | Call | Sole | 2020-08-14 | |
| 2020-03-31 | $7,308,766 | 45,869 | Shares | Sole | 2020-05-15 | |
| 2020-03-31 | $254,944 | 1,600 | Put | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||