1
EL
LAUDER ESTEE COS INC · Materials
Consensus score 1/100 · #246 this quarter · tier-weighted across tracked managers
Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
1.0%
of their portfolios
Combined value
$570M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Eagle Capital Quality value | 1.9% | $569M | TRIM |
| Lindsell Train Concentrated | 0.0% | $1M | TRIM |
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.