Position in HELE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,239,473
+$2,755,783 QoQ
Shares Held
111,437
+232.2% QoQ
Ownership
0.478%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#42
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, 2026IEQ CAPITAL, LLC holds $42,469,644 across 11 Household & Personal Products names. HELE ranks #3 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
167,388 | $24,545,775 | |
| 2 | KVUE |
Kenvue Inc.
|
185,732 | $3,549,338 | |
| 3 | HELE |
Helen Of Troy Ltd
This page
|
111,437 | $3,239,473 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
33,156 | $3,212,153 | |
| 5 | SPB |
Spectrum Brands Holdings, Inc.
|
34,066 | $2,921,159 | |
| 6 | UL |
Unilever PLC
|
36,509 | $2,194,920 | |
| 7 | NWL |
Newell Brands Inc.
|
242,560 | $1,489,318 | |
| 8 | CL |
Colgate Palmolive Co
|
10,650 | $976,392 |
All Filings in HELE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,239,473 | 111,437 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $483,690 | 33,543 | Shares | Other | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||