Position in HELE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$237,908
-$33,808 QoQ
Shares Held
8,184
-56.6% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#119
of 199 holders
Holding Since
Mar 2026
2 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, 2026Caprock Group, LLC holds $20,821,729 across 8 Household & Personal Products names. HELE ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
72,581 | $10,643,277 | |
| 2 | CL |
Colgate Palmolive Co
|
64,707 | $5,932,337 | |
| 3 | UL |
Unilever PLC
|
35,089 | $2,109,550 | |
| 4 | KVUE |
Kenvue Inc.
|
44,877 | $857,599 | |
| 5 | IPAR |
Interparfums Inc
|
5,400 | $604,044 | |
| 6 | EL |
Estee Lauder Companies Inc
|
5,272 | $416,224 | |
| 7 | HELE |
Helen Of Troy Ltd
This page
|
8,184 | $237,908 | |
| 8 | SKIN |
SkinHealth Systems Inc.
|
30,000 | $20,790 |
All Filings in HELE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,908 | 8,184 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $271,716 | 18,843 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||