Marathon Partners Equity Management’s Haleon HLN Stock Holding History

Marathon Partners Equity Management’s Portfolio HLN Stock Details HLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-125,000	Closed	-$1.19M	–	22
2024 Q4	$1.19M	Buy	+125,000	New	+$1.22M	1.04%	17
2023 Q4	$3.91M	Sell	475,000 -105,000	-18%	-$865K	6.09%	6
2023 Q3	$4.83M	Hold	580,000	–	–	7.33%	5
2023 Q2	$4.86M	Buy	580,000 +147,500	+34%	+$1.26M	6.03%	6
2023 Q1	$3.52M	Buy	+432,500	New	+$3.45M	4.56%	6

Other funds holding HLN

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Marathon Partners Equity Management's HLN Position: Q1 2025 in Review

Marathon Partners Equity Management sold out of Haleon (HLN) in Q1 2025, closing a stake of 125,000 shares — an estimated $1.19M sold.

Marathon Partners Equity Management first reported a position in HLN in Q1 2023 and held it in 5 quarters. The position peaked at $4.86M in Q2 2023. 598 funds tracked by Wall St. Rank hold HLN as of Q1 2025.

Marathon Partners Equity Management reported no remaining Haleon position as of Q1 2025 after selling out during the quarter.
Marathon Partners Equity Management sold 125,000 Haleon shares in Q1 2025, an estimated $1.19M.
Marathon Partners Equity Management first reported a position in Haleon in Q1 2023 and held it in 5 quarters.
Marathon Partners Equity Management's Haleon position peaked at $4.86M in Q2 2023.
598 funds tracked by Wall St. Rank held Haleon as of Q1 2025.

Based on Marathon Partners Equity Management's 13F filing for Q1 2025, filed 15 May 2025.