What smart money is saying about Haleon
HLN
No fund has written a full thesis on Haleon in our archive, but 3 fund letters report a position in it — most recently Harding Loevner International Equity in June 2026.
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3
Reported positions
1
Bought
0
Sold
4
Letters
Position history
Every position in Haleon on record in the archive was reported in Q2 2026, across 3 fund letters — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 1 | 0 | 0 |
Fund activity · 3 positions · 1 move
- June 2026
“Top detractors from relative performance: Europe ex EMU was the largest detractor as Shell, BAE Systems, and Haleon weighed on returns. BAE’s strong 2026 sales guidance was not enough to overcome the broader sell-off in European defense stocks after the pause of the conflict in the Middle East. Haleon reported slow first-quarter growth after a weaker-than-expected cold and flu season.”
Haleon - June 2026
“With investors myopically focused on AI, we are finding terrific opportunities in other areas of the market. Indeed, our outlook for the portfolio is the most constructive it has been in years. We recently built significant positions in ADP, Blackstone, Marsh & McLennan and Otis and added materially to positions in Apollo, Haleon and Unilever.”
Haleon - June 2026
“Haleon reported slow first-quarter growth after a weaker-than-expected cold and flu season.”
Haleon
Also mentioned · 1
These funds discuss Haleon — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedClearbridge Large Cap Value StrategySeptember 2025
“On an individual stock basis, the top relative contributors were Sempra, Broadcom, Intel, O’Reilly Automotive and Taiwan Semiconductor Manufacturing. Top relative detractors were Alphabet, Deere, Haleon, Microchip Technology, and Novo Nordisk.”
Haleon
Read the letters behind these Haleon positions
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