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ROCKWOOD RESEARCH · A CORPORATE FILINGS WEBSITE|STRAIGHT FROM THE SOURCE · SEC EDGAR|SPONSOREDYour message on this tape — bid on the Rockwood Ad Exchange · Rockwood Ad Exchange|

Rockwood Research

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LAUDER ESTEE COS INC

Held by 9 tracked managersEDGAR filings ↗

SHARE:X LINKEDIN EMAIL

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9 of 9 reported changes in each tracked manager’s latest 13F vs its prior quarter (3 reporting periods). Every change is listed — no cap.

ManagerActionShare change% chgEnding % of 13F bookPosition size

Eminence Capital

Q1 2026Position history →

New+698,350—1.1%$50.1M

Maverick Capital

Q2 2026Position history →

New+3,202—<0.01%$0.3M

Eagle Capital Management

Q2 2026Position history →

Add+1,077,579+13.6%2.2%$711.4M

Renaissance Technologies

Q2 2026Position history →

Add+418,200+1344.7%0.05%$35.5M

Bridgewater Associates

Q2 2026Position history →

Add+11,418+45.5%0.01%$2.9M

Capital World Investors

Q2 2026Position history →

Trim(856,097)(21.0%)0.03%$254.0M

Adage Capital Management

Q2 2026Position history →

Trim(30,200)(13.7%)0.02%$15.0M

Hillman Capital Management

Q2 2026Position history →

Trim(1,946)(3.7%)2.9%$4.0M

Scion Asset Management

Q3 2025Position history →

Exit(150,000)(100.0%)exited$12.1M

Changes compare each manager’s latest 13F with its prior quarter for the same CUSIP. “First observation” rows have no earlier stored filing to compare and are never counted as buys; “Split?” rows moved by a near-whole factor at an unchanged value and are treated as stock splits, not trades. Ending weight is the position after the change, not the size of the change.