Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
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
2026   Q1 136,228 0.03 Add 54.91% 0.01 $66.64–121.64 · VW $97.86i $9,777,084 SEC
2025   Q4 87,940 0.03 Add 9.86% <0.01 $84.61–110.37 · VW $96.68i $9,209,077 SEC
2025   Q3 80,045 0.03 Reduce 12.99% <0.01 $80.40–95.47 · VW $89.48i $7,053,565 SEC
2025   Q2 92,000 0.04 Add 61.28% 0.02 $48.37–83.43 · VW $66.23i $7,433,600 SEC
2025   Q1 57,042 0.03 Add 49.12% 0.01 $63.92–86.32 · VW $73.68i $3,764,772 SEC
2024   Q4 38,252 0.03 Reduce 45.50% 0.03 $62.29–99.28 · VW $74.40i $2,868,135 SEC
2024   Q3 70,192 0.07 Add 11.24% <0.01 $82.39–108.37 · VW $95.65i $6,997,440 SEC
2024   Q2 63,097 0.09 Add 1010.86% 0.08 $104.01–155.73 · VW $128.03i $6,713,521 SEC
2024   Q1 5,680 0.01 Buy 0.01 $124.14–159.75 · VW $143.24i $875,572 SEC
2023   Q3 0 0.00 Sell 100.00% 0.03 $138.14–198.86 · VW $164.84i SEC
2023   Q2 7,084 0.03 Add 663.36% 0.03 $175.05–260.46 · VW $208.03i $1,391,156 SEC
2023   Q1 928 <0.01 Reduce 49.81% <0.01 $231.30–283.62 · VW $256.04i $228,715 SEC
2022   Q4 1,849 0.01 Reduce 89.67% 0.10 $186.47–254.82 · VW $222.69i $458,755 SEC
2022   Q3 17,901 0.12 Add 90.50% 0.06 $215.86–284.45 · VW $250.68i $3,865,000 SEC
2022   Q2 9,397 0.08 Reduce 58.93% 0.11 $225.39–285.79 · VW $254.61i $2,393,000 SEC
2022   Q1 22,882 0.19 Add 331.57% 0.15 $248.42–374.20 · VW $297.81i $6,231,000 SEC
2021   Q4 5,302 0.06 Reduce 64.06% 0.12 $301.67–372.36 · VW $336.25i $1,963,000 SEC
2021   Q3 14,751 0.18 Add 62.83% 0.07 $299.76–347.82 · VW $324.99i $4,424,000 SEC
2021   Q2 9,059 0.12 Reduce 38.12% 0.07 $286.58–318.79 · VW $305.46i $2,881,000 SEC
2021   Q1 14,639 0.19 Add 28.28% 0.04 $231.97–298.31 · VW $271.86i $4,258,000 SEC
2020   Q4 11,412 0.10 Add 12.06% 0.01 $215.79–267.20 · VW $242.68i $3,038,000 SEC
2020   Q3 10,184 0.07 Reduce 57.67% 0.08 $185.48–224.23 · VW $208.07i $2,223,000 SEC
2020   Q2 24,059 0.14 Add 189.59% 0.09 $147.16–206.52 · VW $180.01i $4,539,000 SEC
2020   Q1 8,308 0.04 Buy 0.04 $137.01–220.42 · VW $182.29i $1,324,000 SEC
2019   Q4 0 0.00 Sell 100.00% 0.15 $179.76–208.33 · VW $193.30i SEC
2019   Q3 42,287 0.15 Reduce 67.61% 0.26 $173.22–207.50 · VW $193.09i $8,413,000 SEC
2019   Q2 130,553 0.38 Buy 0.38 $160.83–184.70 · VW $170.47i $23,906,000 SEC
2018   Q4 0 0.00 Sell 100.00% 0.06 $121.64–152.92 · VW $137.38i SEC
2018   Q3 28,256 0.06 Reduce 92.98% 0.78 $128.81–146.00 · VW $139.01i $4,106,000 SEC
2018   Q2 402,355 0.84 Add 108.63% 0.44 $131.76–158.80 · VW $146.58i $57,412,000 SEC
2018   Q1 192,853 0.41 Add 363.61% 0.32 $126.80–150.40 · VW $139.20i $28,874,000 SEC
2017   Q4 41,598 0.08 Reduce 53.73% 0.08 $107.79–130.36 · VW $120.34i $5,293,000 SEC
2017   Q3 89,910 0.14 Reduce 71.28% 0.31 $93.45–110.99 · VW $103.78i $9,696,000 SEC
2017   Q2 313,060 0.43 Add 6313.85% 0.42 $83.34–98.40 · VW $91.45i $30,047,000 SEC
2017   Q1 4,881 <0.01 Buy <0.01 $76.34–87.55 · VW $82.55i $414,000 SEC
2016   Q4 0 0.00 Sell 100.00% 0.03 $75.30–88.74 · VW $80.83i SEC
2016   Q3 23,747 0.03 Reduce 94.42% 0.45 $86.57–95.38 · VW $90.46i $2,103,000 SEC
2016   Q2 425,384 0.48 Buy 0.48 $87.08–97.48 · VW $92.83i $38,718,000 SEC
2016   Q1 0 0.00 Sell 100.00% <0.01 $81.02–94.93 · VW $88.77i SEC
2015   Q4 2,879 <0.01 Reduce 88.42% 0.02 $79.49–89.93 · VW $84.33i $254,000 SEC
2015   Q3 24,853 0.02 Reduce 94.62% 0.33 $73.67–91.68 · VW $82.30i $2,005,000 SEC
2015   Q2 461,617 0.35 Add 1131.04% 0.32 $81.08–90.33 · VW $85.66i $40,004,000 SEC
2015   Q1 37,498 0.02 Reduce 30.58% 0.01 $70.38–85.28 · VW $77.95i $3,118,000 SEC
2014   Q4 54,017 0.04 Reduce 42.46% 0.03 $70.18–77.98 · VW $74.16i $4,116,000 SEC
2014   Q3 93,871 0.07 Add 38.17% 0.02 $72.83–77.66 · VW $75.14i $7,014,000 SEC
2014   Q2 67,937 0.07 Reduce 73.45% 0.20 $66.82–77.34 · VW $73.19i $5,045,000 SEC
2014   Q1 255,906 0.27 Add 779.92% 0.24 $63.63–75.13 · VW $68.40i $17,115,000 SEC
2013   Q4 29,083 0.06 Buy 0.06 $68.25–75.77 · VW $72.73i $2,191,000 SEC
Price snapshot:
Current price$81.15
Avg. buy price$84.24
+/- since buy-3.67%
52-week low$65.96
52-week high$120.79