Position in NWL
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$3,851,004
+$867,671 QoQ
Shares Held
1,122,742
+40.0% QoQ
Ownership
0.264%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in NWL Over Time
Shares Held
Position Value (USD)
Derivatives in NWL
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$524,000
PutShares
100,000
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 Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $7,114,217,999 across 24 Household & Personal Products names. NWL ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
26,341,321 | $3,804,740,401 | |
| 2 | EL |
Estee Lauder Companies Inc
|
13,843,765 | $993,567,010 | |
| 3 | KMB |
Kimberly Clark Corp
|
6,661,899 | $642,673,391 | |
| 4 | CL |
Colgate Palmolive Co
|
6,637,597 | $565,722,389 | |
| 5 | UL |
Unilever PLC
|
6,661,426 | $379,501,436 | |
| 6 | KVUE |
Kenvue Inc.
|
14,184,293 | $244,537,208 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
2,548,871 | $237,860,639 | |
| 8 | CLX |
Clorox Co /De/
|
1,405,774 | $145,680,356 |
All Filings in NWL
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,851,004 | 1,122,742 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $2,983,333 | 801,972 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $9,824,687 | 1,874,941 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $524,000 | 100,000 | Put | Defined | 2026-02-03 | |
| 2025-06-30 | $8,245,057 | 1,526,863 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $540,000 | 100,000 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $620,000 | 100,000 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $13,633,295 | 2,198,919 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $13,449,612 | 1,350,363 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $996,000 | 100,000 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $768,000 | 100,000 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $25,723,297 | 3,349,388 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $14,793,308 | 2,307,849 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $641,000 | 100,000 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $20,063,457 | 2,498,563 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $2,087,800 | 260,000 | Put | Defined | 2024-05-15 | |
| 2023-12-31 | $13,021,273 | 1,500,147 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $868,000 | 100,000 | Put | Defined | 2024-02-14 | |
| 2023-09-30 | $15,258,673 | 1,689,776 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $19,568,341 | 2,249,235 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $30,549,191 | 2,455,723 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $24,446,112 | 1,868,969 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $50,914,736 | 3,665,568 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $64,473,530 | 3,386,215 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $72,913,164 | 3,405,566 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $59,761,530 | 2,736,334 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $48,595,636 | 2,194,925 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $61,779,394 | 2,248,977 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $66,367,076 | 2,478,233 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $48,350,769 | 2,277,474 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $53,354,710 | 3,109,249 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $51,662,971 | 3,253,336 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $46,803,989 | 3,524,397 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||