Twin Lakes Capital Management’s Haleon HLN Stock Holding History

Twin Lakes Capital 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	-300	Closed	-$2.86K	–	234
2024 Q4	$2.86K	Hold	300	–	–	﹤0.01%	221
2024 Q3	$3.17K	Hold	300	–	–	﹤0.01%	221
2024 Q2	$2.48K	Hold	300	–	–	﹤0.01%	231
2024 Q1	$2.55K	Hold	300	–	–	﹤0.01%	230
2023 Q4	$2.47K	Hold	300	–	–	﹤0.01%	229
2023 Q3	$2.5K	Hold	300	–	–	﹤0.01%	238
2023 Q2	$2.51K	Hold	300	–	–	﹤0.01%	230
2023 Q1	$2.44K	Hold	300	–	–	﹤0.01%	229
2022 Q4	$2.4K	Buy	+300	New	+$2.04K	﹤0.01%	231

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

Twin Lakes Capital Management's HLN Position: Q1 2025 in Review

Twin Lakes Capital Management sold out of Haleon (HLN) in Q1 2025, closing a stake of 300 shares — an estimated $2.86K sold.

Twin Lakes Capital Management first reported a position in HLN in Q4 2022 and held it in 9 quarters. The position peaked at $3.17K in Q3 2024. 597 funds tracked by Wall St. Rank hold HLN as of Q1 2025.

Twin Lakes Capital Management reported no remaining Haleon position as of Q1 2025 after selling out during the quarter.
Twin Lakes Capital Management sold 300 Haleon shares in Q1 2025, an estimated $2.86K.
Twin Lakes Capital Management first reported a position in Haleon in Q4 2022 and held it in 9 quarters.
Twin Lakes Capital Management's Haleon position peaked at $3.17K in Q3 2024.
597 funds tracked by Wall St. Rank held Haleon as of Q1 2025.

Based on Twin Lakes Capital Management's 13F filing for Q1 2025, filed 23 May 2025.