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RWWM Inc’s Helen of Troy HELE Stock Holding History

RWWM Inc’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
2026
Q1 		$16.9M Buy
1,173,829
+541,689
+86% +$9.47M 1.24% 13
2025
Q4 		$13.4M Buy
632,140
+116,964
+23% +$2.39M 0.92% 14
2025
Q3 		$13M Buy
515,176
+322,315
+167% +$7.81M 0.93% 13
2025
Q2 		$5.47M Buy
+192,861
New +$5.92M 0.45% 14

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RWWM Inc's HELE Position: Q1 2026 in Review

RWWM Inc increased its Helen of Troy (HELE) stake by 86% in Q1 2026, buying an estimated $9.47M and bringing the position to 1,173,829 shares worth $16.9M. The position accounts for 1.24% of the portfolio, ranked #13.

RWWM Inc first reported a position in HELE in Q2 2025 and has held it in 4 quarters since. 187 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • RWWM Inc held 1,173,829 shares of Helen of Troy worth $16.9M as of Q1 2026.
  • RWWM Inc bought 541,689 Helen of Troy shares in Q1 2026, an estimated $9.47M.
  • Helen of Troy made up 1.24% of RWWM Inc's portfolio in Q1 2026, its #13 holding.
  • RWWM Inc first reported a position in Helen of Troy in Q2 2025 and has held it in 4 quarters since.
  • 187 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on RWWM Inc's 13F filing for Q1 2026, filed 4 May 2026.