Position in HELE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,200,456
+$4,519,157 QoQ
Shares Held
213,294
+82.9% QoQ
Ownership
0.916%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#28
of 199 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $101,873,325 across 8 Household & Personal Products names. HELE ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CLX |
Clorox Co /De/
|
518,266 | $49,463,307 | |
| 2 | EL |
Estee Lauder Companies Inc
|
389,520 | $30,752,604 | |
| 3 | MAGN |
Magnera Corp
|
601,599 | $7,068,788 | |
| 4 | HELE |
Helen Of Troy Ltd
This page
|
213,294 | $6,200,456 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
54,889 | $5,317,646 | |
| 6 | CL |
Colgate Palmolive Co
|
22,252 | $2,040,063 | |
| 7 | NUS |
Nu Skin Enterprises, Inc.
|
152,195 | $803,589 | |
| 8 | SKIN |
SkinHealth Systems Inc.
|
327,377 | $226,872 |
All Filings in HELE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,200,456 | 213,294 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,681,299 | 116,595 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,304,892 | 249,642 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,064,263 | 359,693 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $9,761,669 | 343,963 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,796,550 | 332,708 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $954,467 | 15,953 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,062,211 | 17,174 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||