에스티로더 컴퍼니즈(Estée Lauder Companies Inc.)
MX ˙ BMV ˙ US5184391044
SecurityMX:EL / The Estée Lauder Companies Inc.
InstitutionLecap Asset Management Ltd
Latest Disclosed Ownership29,461 shares
Latest Disclosed Value $ 2,114,416
Lecap Asset Management Ltd reports 660.68% increase in ownership of EL / The Estée Lauder Companies Inc.

On April 30, 2026 - Lecap Asset Management Ltd filed a 13F-HR form disclosing ownership of 29,461 shares of The Estée Lauder Companies Inc. (MX:EL) valued at $2,114,416 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 3,873 shares of The Estée Lauder Companies Inc.. This represents a change in shares of 660.68% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-30 2026-03-31 13F LAUDER ESTEE COS CL A 518439104 29,461 25,588 660.68 2,114 421.98 0.7952
2026-01-27 2025-12-31 13F LAUDER ESTEE COS CL A 518439104 3,873 3,873 406 0.1615
2025-10-23 2025-09-30 13F LAUDER ESTEE COS CL A 518439104 0 -6,249 -100.00 0 -100.00
2025-07-21 2025-06-30 13F LAUDER ESTEE COS CL A 518439104 6,249 -35,297 -84.96 505 -81.62 0.1786
2025-04-23 2025-03-31 13F LAUDER ESTEE COS CL A 518439104 41,546 41,546 2,742 0.6403
2025-01-28 2024-12-31 13F LAUDER ESTEE COS CL A 518439104 0 -37,071 -100.00 0 -100.00
2024-10-22 2024-09-30 13F LAUDER ESTEE COS CL A 518439104 37,071 -1,652 -4.27 3,696 -10.32 0.7979
2024-07-23 2024-06-30 13F LAUDER ESTEE COS CL A 518439104 38,723 14,323 58.70 4,120 9.55 0.8899
2024-04-25 2024-03-31 13F LAUDER ESTEE COS CL A 518439104 24,400 24,400 3,761 0.7830
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.