Acadian Asset Management Llc reports 44.74% increase in ownership of EL / The Estée Lauder Companies Inc.

The Estée Lauder Companies Inc.

MX ˙ BMV ˙ US5184391044

Security	MX:EL / The Estée Lauder Companies Inc.
Institution	Acadian Asset Management Llc
Latest Disclosed Ownership	2,297 shares
Latest Disclosed Value	$ 164

On May 13, 2026 - Acadian Asset Management Llc filed a 13F-HR form disclosing ownership of 2,297 shares of The Estée Lauder Companies Inc. (MX:EL) valued at $164 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,587 shares of The Estée Lauder Companies Inc..

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.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-13	2026-03-31	13F	LAUDER ESTEE COS	CL A	518439104	2,297	710	44.74	0		0.0002
2026-02-10	2025-12-31	13F	LAUDER ESTEE COS	CL A	518439104	1,587	1,587		0		0.0003
2025-02-11	2024-12-31	13F	LAUDER ESTEE COS	CL A	518439104	0	-5,433	-100.00	0		0.0000
2024-11-12	2024-09-30	13F	LAUDER ESTEE COS	CL A	518439104	5,433	-11,758	-68.40	1	-100.00	0.0017
2024-08-06	2024-06-30	13F	LAUDER ESTEE COS	CL A	518439104	17,191	17,191		2		0.0056
2024-05-10	2024-03-31	13F	LAUDER ESTEE COS	CL A	518439104	0	-198	-100.00	0		0.0000
2024-02-13	2023-12-31	13F	LAUDER ESTEE COS	CL A	518439104	198	-307	-60.79	0		0.0001
2023-11-13	2023-09-30	13F	LAUDER ESTEE COS	CL A	518439104	505	0	0.00	0		0.0003
2023-08-07	2023-06-30	13F	LAUDER ESTEE COS	CL A	518439104	505	-1,089	-68.32	0		0.0004
2023-05-11	2023-03-31	13F	LAUDER ESTEE COS	CL A	518439104	1,594	-12,452	-88.65	0	-100.00	0.0017
2023-02-14	2022-12-31	13F	LAUDER ESTEE COS	CL A	518439104	14,046	8,092	135.91	3	-99.77	0.0171
2022-11-14	2022-09-30	13F	LAUDER ESTEE COS	CL A	518439104	5,954	614	11.50	1,283	-5.73	0.0070
2022-08-09	2022-06-30	13F	LAUDER ESTEE COS	CL A	518439104	5,340	-12,031	-69.26	1,361	-71.20	0.0070
2022-05-12	2022-03-31	13F	LAUDER ESTEE COS	CL A	518439104	17,371	9,392	117.71	4,726	60.26	0.0195
2022-02-10	2021-12-31	13F	LAUDER ESTEE COS	CL A	518439104	7,979	-7,617	-48.84	2,949	-36.89	0.0110
2021-11-12	2021-09-30	13F	LAUDER ESTEE COS	CL A	518439104	15,596	-1,647	-9.55	4,673	-14.79	0.0178
2021-08-11	2021-06-30	13F	LAUDER ESTEE COS	CL A	518439104	17,243	-9,561	-35.67	5,484	-29.66	0.0206
2021-05-11	2021-03-31	13F	LAUDER ESTEE COS	CL A	518439104	26,804	14,820	123.66	7,796	144.47	0.0303
2021-02-11	2020-12-31	13F	LAUDER ESTEE COS	CL A	518439104	11,984	3,543	41.97	3,189	73.03	0.0123
2020-11-09	2020-09-30	13F	LAUDER ESTEE COS	CL A	518439104	8,441	-65,695	-88.61	1,843	-86.82	0.0077
2020-08-12	2020-06-30	13F	LAUDER ESTEE COS	CL A	518439104	74,136	-456,749	-86.04	13,988	-83.46	0.0602
2020-05-11	2020-03-31	13F	LAUDER ESTEE COS	CL A	518439104	530,885	-540,317	-50.44	84,592	-61.77	0.4842
2020-02-06	2019-12-31	13F	LAUDER ESTEE COS	CL A	518439104	1,071,202	-274,143	-20.38	221,246	-17.34	1.0053
2019-11-07	2019-09-30	13F	LAUDER ESTEE COS	CL A	518439104	1,345,345	-105,144	-7.25	267,652	0.77	1.1436
2019-08-08	2019-06-30	13F	LAUDER ESTEE COS	CL A	518439104	1,450,489	-238,470	-14.12	265,596	-5.01	1.2749
2019-05-09	2019-03-31	13F	LAUDER ESTEE COS	CL A	518439104	1,688,959	-156,972	-8.50	279,605	16.42	1.2041
2019-02-07	2018-12-31	13F	LAUDER ESTEE COS	CL A	518439104	1,845,931	-503,428	-21.43	240,160	-29.66	1.1892
2018-10-30	2018-09-30	13F	LAUDER ESTEE COS	CL A	518439104	2,349,359	-300,748	-11.35	341,412	-9.71	1.4102
2018-07-24	2018-06-30	13F	LAUDER ESTEE COS	CL A	518439104	2,650,107	308,093	13.16	378,143	7.84	1.6350
2018-04-12	2018-03-31	13F	LAUDER ESTEE COS	CL A	518439104	2,342,014	461,354	24.53	350,647	46.53	1.5166
2018-01-18	2017-12-31	13F	LAUDER ESTEE COS	CL A	518439104	1,880,660	454,532	31.87	239,297	55.60	1.0377
2017-10-13	2017-09-30	13F	LAUDER ESTEE COS	CL A	518439104	1,426,128	786,939	123.12	153,792	150.70	0.6802
2017-07-25	2017-06-30	13F	LAUDER ESTEE COS	CL A	518439104	639,189	171,651	36.71	61,345	54.73	0.2779
2017-04-25	2017-03-31	13F	LAUDER ESTEE COS	CL A	518439104	467,538	-52,852	-10.16	39,646	-0.40	0.1817
2017-01-19	2016-12-31	13F	LAUDER ESTEE COS	CL A	518439104	520,390	12,340	2.43	39,807	-11.53	0.1935
2016-10-20	2016-09-30	13F	LAUDER ESTEE COS	CL A	518439104	508,050	210,791	70.91	44,995	66.30	0.2227
2016-07-19	2016-06-30	13F	LAUDER ESTEE COS	CL A	518439104	297,259	99,364	50.21	27,056	44.97	0.1383
2016-04-14	2016-03-31	13F	LAUDER ESTEE COS	CL A	518439104	197,895	110,086	125.37	18,663	141.37	0.0942
2016-01-14	2015-12-31	13F	LAUDER ESTEE COS	CL A	518439104	87,809	7,613	9.49	7,732	19.49	0.0404
2015-10-15	2015-09-30	13F	LAUDER ESTEE COS	CL A	518439104	80,196	3,320	4.32	6,471	-2.87	0.0353
2015-08-11	2015-06-30	13F	LAUDER ESTEE COS	CL A	518439104	76,876	12,505	19.43	6,662	24.43	0.0323
2015-04-20	2015-03-31	13F/A-1	LAUDER ESTEE COS	CL A	518439104	64,371	61,757	2,362.55	5,354	2,590.45	0.0247
2015-01-23	2014-12-31	13F	LAUDER ESTEE COS	CL A	518439104	2,614	2,614		199		0.0009

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.