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Equibles

Balyasny Asset Management L.P.

Position in EL — Estee Lauder Companies Inc

CIK 1218710 Chicago, IL
Back to EL Full portfolio

Position in EL

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$3,661,937
-$1,806,793 QoQ
Shares Held
46,383
-39.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#232
of 830 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in EL Over Time

Shares Held

Position Value (USD)

Derivatives in EL

reported options exposure · as of Jun 30, 2026
CallValue
$8,479,230
CallShares
107,400
PutValue
$1,342,150
PutShares
17,000

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 Jun 30, 2026

Balyasny Asset Management L.P. holds $694,623,013 across 13 Household & Personal Products names. EL ranks #8 (0.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KVUE
Kenvue Inc.
 19,860,108 $379,526,663
2 CHD
Church & Dwight Co Inc /De/
 1,536,836 $148,888,671
3 CL
Colgate Palmolive Co
 749,667 $68,729,470
4 CLX
Clorox Co /De/
 411,686 $39,291,311
5 PG
PROCTER & GAMBLE Co
 215,161 $31,551,209
6 SPB
Spectrum Brands Holdings, Inc.
 166,763 $14,299,927
7 NWL
Newell Brands Inc.
 1,075,147 $6,601,402
8 EL
Estee Lauder Companies Inc
This page 		46,383 $3,661,937

All Filings in EL

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37 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,479,230 107,400
2026-06-30 $3,661,937 46,383
2026-06-30 $1,342,150 17,000
2026-03-31 $12,968,839 180,700
2026-03-31 $5,468,730 76,198
2026-03-31 $21,258,274 296,200
2025-12-31 $7,257,096 69,300
2025-12-31 $6,963,880 66,500
2025-12-31 $11,647,482 111,225
2025-09-30 $8,503,580 96,500
2025-09-30 $8,186,348 92,900
2025-06-30 $9,994,960 123,700
2025-06-30 $30,628,290 379,063
2025-06-30 $5,429,760 67,200
2025-03-31 $42,442,554 643,069
2025-03-31 $1,993,200 30,200
2024-12-31 $1,657,058 22,100
2024-12-31 $4,393,828 58,600
2024-12-31 $2,698,830 35,994
2024-09-30 $6,091,059 61,100
2024-09-30 $67,854,696 680,657
2024-09-30 $2,203,149 22,100
2024-06-30 $6,745,760 63,400
2024-06-30 $3,941,056 37,040
2024-06-30 $3,489,920 32,800
2024-03-31 $103,119,104 668,953
2024-03-31 $1,926,875 12,500
2024-03-31 $2,882,605 18,700
2023-12-31 $7,763,681 53,085
2023-06-30 $774,129 3,942
2023-03-31 $27,124,893 110,058
2022-12-31 $6,391,809 25,762
2022-06-30 $76,206,686 299,237
2021-09-30 $34,525,542 115,112
2021-06-30 $2,037,938 6,407
2021-03-31 $10,689,610 36,753
2020-12-31 $1,666,881 6,262