Independent Franchise Partners LLP
Position in EL — Estee Lauder Companies Inc
CIK 1483866
London, X0
Position in EL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$390,150,136
-$85,580,179 QoQ
Shares Held
4,941,737
-25.4% QoQ
Ownership
1.37%
of shares outstanding
% of Portfolio
2.56%
of 13F equity value
Holder Rank
#11
of 823 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 95%
Shared 3%
None 2%
Common Shares in EL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Independent Franchise Partners LLP holds $1,353,829,101 across 2 Household & Personal Products names. EL ranks #2 (28.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KVUE |
Kenvue Inc.
|
50,427,994 | $963,678,965 | |
| 2 | EL |
Estee Lauder Companies Inc
This page
|
4,941,737 | $390,150,136 |
All Filings in EL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,150,136 | 4,941,737 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $475,730,315 | 6,628,540 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $820,716,715 | 7,837,249 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $683,228,903 | 7,753,392 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $637,676,589 | 7,892,037 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $526,444,644 | 7,976,434 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $589,204,686 | 7,858,158 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $538,303,968 | 5,399,779 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $368,787,507 | 3,466,048 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $369,918,071 | 2,399,728 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $359,499,026 | 2,458,113 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $372,831,888 | 2,579,259 | Shares | Other | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||