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Harris Associates Concentrated Strategy's investment thesis on Haleon ($HLN.L) — Q1 2026 | Buyside Digest

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$HLN.LNASDAQHaleon

BULL

Harris Associates Concentrated Strategy—HLN.L

Fund Letter

Q1 2026

Published March 31, 2026

View Fund Profile

$370.60USD

+5.0% vs last month

$372.90Pitched

-0.6% since pitch

Market Cap$32.6B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Haleon is one of the world's largest consumer healthcare companies, with a strong portfolio of leading brands including Sensodyne, Advil, Voltaren, and Panadol.

— Tony Coniaris

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