Position in HELE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$86,657
+$84,389 QoQ
Shares Held
2,981
+3212.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#137
of 199 holders
Holding Since
Mar 2021
20 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, 2026State of Wyoming holds $2,366,177 across 10 Household & Personal Products names. HELE ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPC |
EDGEWELL PERSONAL CARE Co
|
34,804 | $934,835 | |
| 2 | SPB |
Spectrum Brands Holdings, Inc.
|
4,338 | $371,983 | |
| 3 | MAGN |
Magnera Corp
|
19,844 | $233,167 | |
| 4 | COTY |
Coty Inc.
|
93,057 | $201,003 | |
| 5 | UL |
Unilever PLC
|
3,128 | $188,055 | |
| 6 | NUS |
Nu Skin Enterprises, Inc.
|
30,496 | $161,018 | |
| 7 | HELE |
Helen Of Troy Ltd
This page
|
2,981 | $86,657 | |
| 8 | HNST |
Honest Company, Inc.
|
20,524 | $75,117 |
All Filings in HELE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,657 | 2,981 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $2,268 | 90 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $32,608 | 1,149 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $103,556 | 1,936 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $48,701 | 814 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $106,320 | 1,719 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $147,271 | 1,588 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $138,633 | 1,203 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $143,643 | 1,189 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $123,553 | 1,060 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $75,397 | 698 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $51,867 | 545 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $83,515 | 753 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $73,390 | 761 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $141,459 | 871 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $295,522 | 1,509 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $354,725 | 1,451 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $341,288 | 1,519 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $374,116 | 1,640 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $421 | 2 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||