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Poehling Capital Management, INC.

Position in EL — Estee Lauder Companies Inc

CIK 1730815 Madison, WI

Position in EL

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$2,609,297
+$221,223 QoQ
Shares Held
33,050
-0.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#272
of 823 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in EL Over Time

Shares Held

Position Value (USD)

Position in Household & Personal Products

Consumer Defensive · as of Jun 30, 2026

Poehling Capital Management, INC. holds $5,789,281 across 3 Household & Personal Products names. EL ranks #1 (45.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 EL
Estee Lauder Companies Inc
This page
33,050 $2,609,297

All Filings in EL

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8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,609,297 33,050
2026-03-31 $2,388,074 33,274
2025-12-31 $5,649,644 53,950
2025-09-30 $4,795,578 54,421
2025-06-30 $4,314,800 53,401
2025-03-31 $3,448,170 52,245
2024-12-31 $2,362,169 31,504
2024-09-30 $1,585,768 15,907