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Seven Six Capital Management’s Helen of Troy HELE Stock Holding History

Seven Six Capital Management’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 		$1.1M Buy
76,200
+29,000
+61% +$507K 1.18% 24
2025
Q4 		$1M Sell
47,200
-7,500
-14% -$153K 1.01% 25
2025
Q3 		$1.38M Buy
+54,700
New +$1.32M 1.36% 23

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 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

Seven Six Capital Management's HELE Position: Q1 2026 in Review

Seven Six Capital Management increased its Helen of Troy (HELE) stake by 61% in Q1 2026, buying an estimated $507K and bringing the position to 76,200 shares worth $1.1M. The position accounts for 1.18% of the portfolio, ranked #24.

Seven Six Capital Management first reported a position in HELE in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.38M in Q3 2025. 187 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • Seven Six Capital Management held 76,200 shares of Helen of Troy worth $1.1M as of Q1 2026.
  • Seven Six Capital Management bought 29,000 Helen of Troy shares in Q1 2026, an estimated $507K.
  • Helen of Troy made up 1.18% of Seven Six Capital Management's portfolio in Q1 2026, its #24 holding.
  • Seven Six Capital Management first reported a position in Helen of Troy in Q3 2025 and has held it in 3 quarters since.
  • Seven Six Capital Management's Helen of Troy position peaked at $1.38M in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Seven Six Capital Management's 13F filing for Q1 2026, filed 19 May 2026.