Medina Value Partners’s Helen of Troy HELE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-383,356	Closed	-$20.5M	–	26
2025 Q1	$20.5M	Buy	383,356 +64,893	+20%	+$3.47M	5.86%	6
2024 Q4	$19.1M	Buy	318,463 +239,593	+304%	+$14.3M	7.81%	7
2024 Q3	$4.88M	Buy	+78,870	New	+$4.88M	1.83%	16