Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  The Estée Lauder Companies Inc. (EL)
← All EL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q4 0 0.00 Sell 100.00% 0.05 $102.22–151.19 · VW $129.59i SEC
2023   Q3 135,734 0.05 Add 6.68% <0.01 $138.14–198.86 · VW $164.84i $19,620,286 SEC
2023   Q2 127,240 0.06 Add 5.64% <0.01 $175.05–260.46 · VW $208.03i $24,987,401 SEC
2023   Q1 120,452 0.08 Reduce 2.99% <0.01 $231.30–283.62 · VW $256.04i $29,686,666 SEC
2022   Q4 124,162 0.09 Buy 0.09 $186.47–254.82 · VW $222.69i $30,805,710 SEC
2021   Q4 0 0.00 Sell 100.00% <0.01 $301.67–372.36 · VW $336.25i SEC
2021   Q3 2,707 <0.01 Reduce 98.39% 0.10 $299.76–347.82 · VW $324.99i $812,000 SEC
2021   Q2 168,197 0.10 Add 3.29% <0.01 $286.58–318.79 · VW $305.46i $53,500,000 SEC
2021   Q1 162,841 0.11 Add 0.14% <0.01 $231.97–298.31 · VW $271.86i $47,362,000 SEC
2020   Q4 162,612 0.10 Reduce 3.60% <0.01 $215.79–267.20 · VW $242.68i $43,286,000 SEC
2020   Q3 168,680 0.10 Buy 0.10 $185.48–224.23 · VW $208.07i $36,814,000 SEC
Price snapshot:
Current price$81.15
52-week low$65.96
52-week high$120.79