Position in SPB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$6,745,833
+$2,617,324 QoQ
Shares Held
91,531
+31.0% QoQ
Ownership
0.395%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 98.94789743365637.ToString("F0")%
Shared 0.ToString("F0")%
None 1.052102566343643.ToString("F0")%
Common Shares in SPB Over Time
Shares Held
Position Value (USD)
Derivatives in SPB
reported options exposure · as of Jun 30, 2023CallValue
$312,200
CallShares
4,000
PutValue
$0
PutShares
0
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 MONTREAL /CAN/ holds $964,185,489 across 15 Household & Personal Products names. SPB ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
4,028,540 | $581,882,312 | |
| 2 | KVUE |
Kenvue Inc.
|
9,659,545 | $166,530,551 | |
| 3 | CL |
Colgate Palmolive Co
|
1,033,995 | $88,127,390 | |
| 4 | KMB |
Kimberly Clark Corp
|
450,641 | $43,473,333 | |
| 5 | UL |
Unilever PLC
|
442,342 | $25,200,221 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
188,960 | $17,633,743 | |
| 7 | CLX |
Clorox Co /De/
|
168,891 | $17,502,169 | |
| 8 | EL |
Estee Lauder Companies Inc
|
165,550 | $11,881,519 |
All Filings in SPB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,745,833 | 91,531 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $4,128,509 | 69,880 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $2,731,296 | 51,995 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,921,890 | 55,130 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $6,608,213 | 92,358 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $10,313,776 | 122,071 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $15,081,401 | 158,518 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $10,122,121 | 117,795 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $396,805 | 4,458 | Shares | Defined | 2024-05-13 | |
| 2023-06-30 | $68,526 | 878 | Shares | Defined | 2023-08-02 | |
| 2023-06-30 | $312,200 | 4,000 | Call | Defined | 2023-08-02 | |
| 2022-12-31 | $1,416,389 | 23,250 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $4,911,769 | 125,846 | Shares | Defined | 2022-11-10 | |
| 2021-09-30 | $27,889,239 | 291,515 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $27,709,005 | 325,835 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $25,425,710 | 299,126 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $22,804,287 | 288,735 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $14,680,116 | 256,825 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $11,732,589 | 255,612 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $5,748,493 | 158,056 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||