Position in HELE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,749,289
+$18,999,263 QoQ
Shares Held
954,568
+57.3% QoQ
Ownership
4.10%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 199 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Derivatives in HELE
reported options exposure · as of Dec 31, 2022CallValue
$0
CallShares
0
PutValue
$5,234,952
PutShares
47,200
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, 2026BANK OF AMERICA CORP /DE/ holds $7,984,061,248 across 22 Household & Personal Products names. HELE ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
26,259,055 | $3,850,627,822 | |
| 2 | EL |
Estee Lauder Companies Inc
|
21,249,057 | $1,677,613,047 | |
| 3 | KMB |
Kimberly Clark Corp
|
6,881,641 | $755,397,727 | |
| 4 | CL |
Colgate Palmolive Co
|
6,189,824 | $567,483,060 | |
| 5 | UL |
Unilever PLC
|
5,331,851 | $320,550,880 | |
| 6 | KVUE |
Kenvue Inc.
|
14,401,068 | $275,204,405 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
2,310,849 | $223,875,046 | |
| 8 | CLX |
Clorox Co /De/
|
1,883,700 | $179,780,323 |
All Filings in HELE
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,749,289 | 954,568 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $8,750,026 | 606,798 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $13,781,642 | 648,548 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $12,066,186 | 478,817 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $18,121,650 | 638,536 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $35,522,011 | 664,087 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $21,788,887 | 364,180 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $12,476,378 | 201,720 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $18,905,790 | 203,858 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $22,743,303 | 197,356 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $21,912,998 | 181,384 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $19,146,609 | 164,264 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $21,936,807 | 203,081 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $20,600,209 | 216,457 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,234,952 | 47,200 | Put | Defined | 2023-02-10 | |
| 2022-12-31 | $17,044,313 | 153,677 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $15,057,463 | 156,133 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $23,206,112 | 142,886 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $32,571,126 | 166,315 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $43,325,215 | 177,221 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $39,415,385 | 175,429 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $39,433,504 | 172,863 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $45,073,862 | 213,965 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $70,729,961 | 318,331 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $52,031,332 | 268,868 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $54,572,843 | 289,419 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $40,550,492 | 281,542 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||