Polymer Capital Management (US) LLC

Position in EL — Estee Lauder Companies Inc

CIK 1973324 NEW YORK, NY

Position in EL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$351,011

+$109,126 QoQ

Shares Held

4,446

+37.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#498

of 823 holders

Holding Since

Dec 2024

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Polymer Capital Management (US) LLC holds $1,714,554 across 5 Household & Personal Products names. EL ranks #3 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CLX	Clorox Co /De/	5,845	$557,846
2	CL	Colgate Palmolive Co	4,853	$444,923
3	EL	Estee Lauder Companies Inc This page	4,446	$351,011
4	KMB	Kimberly Clark Corp	2,425	$266,192
5	COTY	Coty Inc.	43,788	$94,582

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$351,011	4,446	+37.8%	Shares	Sole	2026-08-14
2024-12-31	$241,885	3,226	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.