2
EL
LAUDER ESTEE COS INC · Materials
Consensus score 2/100 · #171 this quarter · tier-weighted across tracked managers
Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
1.1%
of their portfolios
Combined value
$713M
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Eagle Capital Quality value | 2.2% | $711M | ADD |
| Lindsell Train Concentrated | 0.0% | $1M | HOLD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.