PICTON MAHONEY ASSET MANAGEMENT

Position in EL — Estee Lauder Companies Inc

CIK 1539041 Toronto, A6

Position in EL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$12,210,959

+$7,775,717 QoQ

Shares Held

154,667

+150.3% QoQ

Ownership

0.043%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#122

of 823 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

PICTON MAHONEY ASSET MANAGEMENT holds $44,253,472 across 5 Household & Personal Products names. EL ranks #3 (27.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CL	Colgate Palmolive Co	156,903	$14,384,867
2	PG	PROCTER & GAMBLE Co	95,432	$13,994,148
3	EL	Estee Lauder Companies Inc This page	154,667	$12,210,959
4	SPB	Spectrum Brands Holdings, Inc.	29,527	$2,531,940
5	CHD	Church & Dwight Co Inc /De/	11,680	$1,131,558

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,210,959	154,667	+150.3%	Shares	Sole	2026-08-13
2026-03-31	$4,435,242	61,798	+56.3%	Shares	Sole	2026-05-13
2024-09-30	$3,941,742	39,540	+1284.5%	Shares	Sole	2024-11-04
2023-12-31	$417,690	2,856	-80.4%	Shares	Sole	2024-02-06
2023-06-30	$2,866,166	14,595	-39.1%	Shares	Sole	2023-08-03
2023-03-31	$5,906,660	23,966	-25.1%	Shares	Sole	2023-05-08
2022-12-31	$7,938,775	31,997	+106.1%	Shares	Sole	2023-02-13
2022-09-30	$3,351,847	15,525	-4.6%	Shares	Sole	2022-11-09
2022-06-30	$4,146,027	16,280	-18.8%	Shares	Sole	2022-08-08
2022-03-31	$5,460,016	20,050	-5.8%	Shares	Sole	2022-05-11
2021-12-31	$7,877,856	21,280	-25.3%	Shares	Sole	2022-02-15
2021-09-30	$8,543,506	28,485	-6.7%	Shares	Sole	2021-11-09
2021-06-30	$9,706,211	30,515	+12.8%	Shares	Sole	2021-08-11
2021-03-31	$7,870,401	27,060	+24.6%	Shares	Sole	2021-05-14
2020-12-31	$5,782,977	21,725	-7.2%	Shares	Sole	2021-02-12
2020-09-30	$5,111,415	23,420	+10.0%	Shares	Sole	2020-11-02
2020-06-30	$4,018,884	21,300	-1.8%	Shares	Sole	2020-08-05
2020-03-31	$3,457,678	21,700	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.