Position in HELE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$585,876
+$360,276 QoQ
Shares Held
20,154
+28.8% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#91
of 199 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026&PARTNERS holds $129,986,601 across 13 Household & Personal Products names. HELE ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
591,584 | $86,749,877 | |
| 2 | CL |
Colgate Palmolive Co
|
136,080 | $12,475,814 | |
| 3 | UL |
Unilever PLC
|
183,094 | $11,007,611 | |
| 4 | KMB |
Kimberly Clark Corp
|
48,192 | $5,290,035 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
51,400 | $4,979,632 | |
| 6 | CLX |
Clorox Co /De/
|
28,338 | $2,704,578 | |
| 7 | KVUE |
Kenvue Inc.
|
115,806 | $2,213,052 | |
| 8 | IPAR |
Interparfums Inc
|
17,746 | $1,985,067 |
All Filings in HELE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $585,876 | 20,154 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $225,600 | 15,645 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $317,878 | 14,959 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $362,905 | 14,401 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $201,810 | 7,111 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $318,960 | 5,963 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||