Position in HELE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$278,695
+$218,303 QoQ
Shares Held
19,327
+580.0% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026CWM, LLC holds $155,842,210 across 25 Household & Personal Products names. HELE ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
750,348 | $108,380,265 | |
| 2 | KMB |
Kimberly Clark Corp
|
192,839 | $18,603,178 | |
| 3 | ELF |
e.l.f. Beauty, Inc.
|
124,543 | $7,548,551 | |
| 4 | UL |
Unilever PLC
|
101,422 | $5,778,011 | |
| 5 | CL |
Colgate Palmolive Co
|
47,549 | $4,052,601 | |
| 6 | CLX |
Clorox Co /De/
|
36,500 | $3,782,495 | |
| 7 | KVUE |
Kenvue Inc.
|
116,060 | $2,000,874 | |
| 8 | CHD |
Church & Dwight Co Inc /De/
|
21,249 | $1,982,956 |
All Filings in HELE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $278,695 | 19,327 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $60,392 | 2,842 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $113,122 | 4,489 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $196,588 | 6,927 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $56,431 | 1,055 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $83,702 | 1,399 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $45,150 | 730 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $25,967 | 280 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $6,799 | 59 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $6,765 | 56 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $15,152 | 130 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $19,767 | 183 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $20,747 | 218 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $27,283 | 246 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $661,578 | 6,860 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,060,374 | 6,529 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,282,752 | 6,550 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,866,528 | 7,635 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $1,935,370 | 8,484 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $1,787,239 | 8,484 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $1,885,059 | 8,484 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $1,641,823 | 8,484 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $1,599,743 | 8,484 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $1,221,950 | 8,484 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||