MHC
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May Hill Capital’s Haleon HLN Stock Holding History

May Hill Capital’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
2026
Q1 		$244K Buy
24,375
+10,628
+77% +$111K 0.06% 192
2025
Q4 		$139K Buy
13,747
+3,316
+32% +$31.5K 0.04% 195
2025
Q3 		$93.6K Buy
+10,431
New +$100K 0.03% 187
2025
Q2 		– Sell
-11,836
Closed -$122K – 214
2025
Q1 		$122K Buy
+11,836
New +$117K 0.05% 179

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

May Hill Capital's HLN Position: Q1 2026 in Review

May Hill Capital increased its Haleon (HLN) stake by 77% in Q1 2026, buying an estimated $111K and bringing the position to 24,375 shares worth $244K. The position accounts for 0.06% of the portfolio, ranked #192.

May Hill Capital first reported a position in HLN in Q1 2025 and has held it in 4 quarters since. 621 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • May Hill Capital held 24,375 shares of Haleon worth $244K as of Q1 2026.
  • May Hill Capital bought 10,628 Haleon shares in Q1 2026, an estimated $111K.
  • Haleon made up 0.06% of May Hill Capital's portfolio in Q1 2026, its #192 holding.
  • May Hill Capital first reported a position in Haleon in Q1 2025 and has held it in 4 quarters since.
  • 621 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on May Hill Capital's 13F filing for Q1 2026, filed 6 May 2026.