Haleon PLC (HLN) — Hedge Fund Ownership Q4 2025
HLN
- Haleon PLC (HLN) is held by 5 of 81 tracked hedge funds, with Dodge & Cox (1%) and Kahn Brothers Group (0.1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in HLN holdings came from First Eagle Investment Management (+9%), highlighting conviction.
- The biggest decreases in HLN holdings came from Dodge & Cox (-2%) and Kahn Brothers Group (-4%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to Haleon PLC (HLN) by -1% vs the prior quarter and -14% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Dodge & Cox
|
0.83% | 151.8M | -1.70% | -15.10% | $1.53B | $10.11 | — |
| 2 |
Kahn Brothers Group Irving Kahn
|
0.12% | 65K | -3.98% | -67.83% | $660,395 | $10.11 | — |
| 3 |
Third Avenue Management
|
0.06% | 77K | -0.18% | -10.50% | $773,718 | $10.11 | — |
| 4 |
Tweedy, Browne Tweedy, Browne Co LLC
|
0.06% | 77K | -0.18% | -10.50% | $773,718 | $10.11 | — |
| 5 |
First Eagle Investment Management
|
0.06% | 3.3M | +9.11% | +58.51% | $33.7M | $10.11 | — |
| 5 | Total | — | 155.3M | -1.49% | -14.30% | $1.57B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.