Position in HELE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$117,936
-$2,118,086 QoQ
Shares Held
4,057
-97.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#129
of 199 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Derivatives in HELE
reported options exposure · as of Jun 30, 2026CallValue
$14,535,000
CallShares
500,000
PutValue
$8,721,000
PutShares
300,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026BARCLAYS PLC holds $1,080,018,140 across 26 Household & Personal Products names. HELE ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
4,354,518 | $638,546,517 | |
| 2 | CL |
Colgate Palmolive Co
|
1,906,965 | $174,830,549 | |
| 3 | KMB |
Kimberly Clark Corp
|
750,888 | $82,424,974 | |
| 4 | EL |
Estee Lauder Companies Inc
|
659,395 | $52,059,234 | |
| 5 | KVUE |
Kenvue Inc.
|
2,447,902 | $46,779,406 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
456,890 | $44,263,502 | |
| 7 | CLX |
Clorox Co /De/
|
279,334 | $26,659,636 | |
| 8 | ELF |
e.l.f. Beauty, Inc.
|
51,364 | $3,800,936 |
All Filings in HELE
Export CSV
41 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,936 | 4,057 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $14,535,000 | 500,000 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $8,721,000 | 300,000 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $2,236,022 | 155,064 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $4,326,000 | 300,000 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $397,375 | 18,700 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $6,375,000 | 300,000 | Put | Sole | 2026-02-13 | |
| 2025-12-31 | $2,434,166 | 114,549 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $823,409 | 32,675 | Shares | Sole | 2026-03-31 | |
| 2025-09-30 | $471,240 | 18,700 | Call | Sole | 2026-03-31 | |
| 2025-06-30 | $1,214,521 | 42,795 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $1,828,982 | 34,193 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $2,679,127 | 44,779 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $2,716,019 | 43,913 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $2,690,850 | 29,015 | Shares | Sole | 2026-03-23 | |
| 2024-06-30 | $3,153,160 | 34,000 | Call | Sole | 2026-03-23 | |
| 2024-03-31 | $7,940,036 | 68,900 | Call | Sole | 2026-03-24 | |
| 2024-03-31 | $9,178,634 | 79,648 | Shares | Sole | 2026-03-24 | |
| 2024-03-31 | $25,560,232 | 221,800 | Put | Sole | 2026-03-24 | |
| 2023-12-31 | $32,582,457 | 269,700 | Put | Sole | 2026-03-24 | |
| 2023-12-31 | $23,050,548 | 190,800 | Call | Sole | 2026-03-24 | |
| 2023-12-31 | $12,839,323 | 106,277 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $26,073,305 | 223,690 | Shares | Sole | 2026-03-26 | |
| 2023-09-30 | $37,462,384 | 321,400 | Put | Sole | 2026-03-26 | |
| 2023-06-30 | $4,907,347 | 45,430 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $11,239,577 | 118,100 | Put | Sole | 2026-03-30 | |
| 2023-03-31 | $8,991,280 | 94,476 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $899,480 | 8,110 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $687,520 | 7,129 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $875,877 | 5,393 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,028,159 | 5,250 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,297,555 | 33,941 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,812,746 | 30,322 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,904,729 | 17,117 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,381,517 | 20,799 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,386,764 | 10,742 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,282,873 | 16,964 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,606,964 | 19,129 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $230,448 | 1,600 | Put | Sole | 2020-05-13 | |
| 2020-03-31 | $201,642 | 1,400 | Call | Sole | 2020-05-13 | |
| 2020-03-31 | $2,533,775 | 17,592 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||