Position in HELE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,791,002
-$462,581 QoQ
Shares Held
61,610
-41.9% QoQ
Ownership
0.265%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1
of 12 holders
Holding Since
Dec 2020
9 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, 2026Y-Intercept (Hong Kong) Ltd holds $44,233,778 across 7 Household & Personal Products names. HELE ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KVUE |
Kenvue Inc.
|
1,055,367 | $20,168,063 | |
| 2 | KMB |
Kimberly Clark Corp
|
89,295 | $9,801,912 | |
| 3 | PG |
PROCTER & GAMBLE Co
|
51,360 | $7,531,430 | |
| 4 | EL |
Estee Lauder Companies Inc
|
60,199 | $4,752,711 | |
| 5 | HELE |
Helen Of Troy Ltd
This page
|
61,610 | $1,791,002 | |
| 6 | NUS |
Nu Skin Enterprises, Inc.
|
32,721 | $172,766 | |
| 7 | SKIN |
SkinHealth Systems Inc.
|
22,936 | $15,894 |
All Filings in HELE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,791,002 | 61,610 | Shares | Sole | 2026-07-14 | |
| 2025-12-31 | $2,253,583 | 106,051 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $771,794 | 27,195 | Shares | Sole | 2025-08-01 | |
| 2023-06-30 | $311,853 | 2,887 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,067,141 | 11,213 | Shares | Sole | 2023-05-09 | |
| 2022-09-30 | $496,376 | 5,147 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $941,978 | 5,800 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $239,336 | 979 | Shares | Sole | 2022-02-14 | |
| 2020-12-31 | $328,841 | 1,480 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||