SummerHaven Investment Management, LLC
Position in HELE — Helen Of Troy Ltd
CIK 1846436
STAMFORD, CT
Position in HELE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$824,599
+$415,562 QoQ
Shares Held
28,366
0.0% QoQ
Ownership
0.122%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#80
of 199 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026SummerHaven Investment Management, LLC holds $3,766,832 across 5 Household & Personal Products names. HELE ranks #2 (21.9% of the industry book) .
All Filings in HELE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $824,599 | 28,366 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $409,037 | 28,366 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $754,098 | 35,487 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $894,272 | 35,487 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||