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ULTA ULTA BEAUTY INC

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HELS, HGRO have owned ULTA BEAUTY INC since Dec 18, 2025, across 2 separate holding periods. Today it is 1.2% of HGRO, against a peak of 1.8%. Changes in this name have been small relative to each fund's typical position.

Our daily record for Hedgeye Asset Management's funds starts Nov 21, 2025. We can't see what they held before then, so "first held" means the first day in our record, not necessarily the day they first bought it.