Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Helen of Troy HELE Stock Holding History

Capital Fund Management (CFM)’s Portfolio HELE Stock Details HELE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-39,400
Closed -$993K – 2488
2025
Q3 		$993K Buy
39,400
+7,900
+25% +$191K ﹤0.01% 2105
2025
Q2 		$894K Buy
+31,500
New +$967K ﹤0.01% 2043

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

Capital Fund Management (CFM)'s HELE Position: Q1 2026 in Review

Capital Fund Management (CFM) sold out of Helen of Troy (HELE) in Q1 2026, closing a stake of 94,744 shares — an estimated $2.01M sold.

Capital Fund Management (CFM) first reported a position in HELE in Q2 2013 and held it in 22 quarters. The position peaked at $8.58M in Q4 2023. 188 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • Capital Fund Management (CFM) reported no remaining Helen of Troy position as of Q1 2026 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 94,744 Helen of Troy shares in Q1 2026, an estimated $2.01M.
  • Capital Fund Management (CFM) first reported a position in Helen of Troy in Q2 2013 and held it in 22 quarters.
  • Capital Fund Management (CFM)'s Helen of Troy position peaked at $8.58M in Q4 2023.
  • 188 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.