Position in HELE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$19,668,093
+$8,691,979 QoQ
Shares Held
676,577
-11.1% QoQ
Ownership
2.90%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#11
of 199 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026PZENA INVESTMENT MANAGEMENT LLC holds $521,915,055 across 3 Household & Personal Products names. HELE ranks #3 (3.8% of the industry book) .
All Filings in HELE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,668,093 | 676,577 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,976,114 | 761,173 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $20,135,820 | 947,568 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $25,471,051 | 1,010,756 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $27,963,693 | 985,331 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $40,450,582 | 756,227 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $42,222,689 | 705,711 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $35,962,187 | 581,442 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||