Steven Cohen's LECO Position Overview
Steven Cohen (via Point72 Asset Management, L.P.) currently holds 180,673 shares of Lincoln Electric Holdings, Inc. (LECO) worth $45 M, representing 0.06% of the portfolio. First purchased in 2014-Q3, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Steven Cohen has maintained a strategic position in LECO, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 174,047 shares. Largest reduction occurred in Q4 2019, reducing 159,212 shares.
Analysis based on 13F filings available since 2013 Q2
Steven Cohen's Lincoln Electric Holdings (LECO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lincoln Electric Holdings (LECO) Trades by Steven Cohen
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +6,626 | Add 3.81% | 180,673 | $249.08 |
| Q4 2025 | +174,047 | New Buy | 174,047 | $239.64 |
| Q3 2025 | -92,503 | Sold Out | 0 | $0.00 |
| Q2 2025 | -89,284 | Reduce 49.11% | 92,503 | $207.32 |
| Q1 2025 | +163,821 | Add 911.84% | 181,787 | $189.16 |
| Q4 2024 | +17,966 | New Buy | 17,966 | $187.47 |
| Q3 2023 | -105 | Sold Out | 0 | $0.00 |
| Q2 2023 | +105 | New Buy | 105 | $198.63 |
| Q1 2020 | -13,699 | Sold Out | 0 | $0.00 |
| Q4 2019 | -159,212 | Reduce 92.08% | 13,699 | $96.72 |
| Q3 2019 | +48,861 | Add 39.39% | 172,911 | $86.76 |
| Q2 2019 | +124,050 | New Buy | 124,050 | $82.32 |
| Q1 2018 | -71,220 | Sold Out | 0 | $0.00 |
| Q4 2017 | -14,680 | Reduce 17.09% | 71,220 | $91.58 |
| Q3 2017 | +85,900 | New Buy | 85,900 | $91.68 |
| Q2 2017 | -89,900 | Sold Out | 0 | $0.00 |
| Q1 2017 | +89,900 | New Buy | 89,900 | $86.86 |
| Q1 2015 | -115,000 | Sold Out | 0 | $0.00 |
| Q4 2014 | +38,500 | Add 50.33% | 115,000 | $69.09 |
| Q3 2014 | +76,500 | New Buy | 76,500 | $69.14 |
Steven Cohen's Lincoln Electric Holdings Investment FAQs
Steven Cohen first purchased Lincoln Electric Holdings, Inc. (LECO) in Q3 2014, acquiring 76,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steven Cohen has held Lincoln Electric Holdings, Inc. (LECO) for 20 quarters since Q3 2014.
Steven Cohen's largest addition to Lincoln Electric Holdings, Inc. (LECO) was in Q4 2025, adding 174,047 shares worth $41.71 M.
According to the latest 13F filing for Q1 2026, Steven Cohen's firm, Point72 Asset Management, L.P., owns 180,673 shares of Lincoln Electric Holdings, Inc. (LECO), valued at approximately $45 M.
As of the Q1 2026 filing, Lincoln Electric Holdings, Inc. (LECO) represents approximately 0.06% of Steven Cohen's publicly disclosed stock portfolio, making it one of their key holdings.
Steven Cohen's peak holding in Lincoln Electric Holdings, Inc. (LECO) was 181,787 shares, as reported at the end of Q1 2025.