Position in HELE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$302,530
-$16,063,969 QoQ
Shares Held
10,407
-96.1% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#109
of 199 holders
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 84%
Shared 16%
None 0%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $2,789,821,391 across 8 Household & Personal Products names. HELE ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMB |
Kimberly Clark Corp
|
8,156,490 | $895,337,903 | |
| 2 | KVUE |
Kenvue Inc.
|
44,715,586 | $854,514,844 | |
| 3 | CL |
Colgate Palmolive Co
|
4,768,425 | $437,169,200 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
3,191,586 | $309,200,848 | |
| 5 | PG |
PROCTER & GAMBLE Co
|
1,301,768 | $190,891,257 | |
| 6 | NWL |
Newell Brands Inc.
|
16,190,860 | $99,411,879 | |
| 7 | ELF |
e.l.f. Beauty, Inc.
|
40,445 | $2,992,930 | |
| 8 | HELE |
Helen Of Troy Ltd
This page
|
10,407 | $302,530 |
All Filings in HELE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,530 | 10,407 | Shares | Sole | 2026-08-03 | |
| 2024-09-30 | $16,366,499 | 264,616 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $29,894,089 | 322,343 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $37,816,236 | 328,152 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $39,791,793 | 329,375 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $39,466,166 | 338,591 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $39,823,085 | 368,664 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $23,652,409 | 248,528 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||