Back to HELE
Essential Partners LLC HELE Position History
Helen of Troy Limited • Consumer Cyclical
Quarters held
6
Latest value
$41K
Q3 2026
Peak value
$44K
First seen
Q2 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2025 | $2K |
| Q3 2025 | $5K |
| Q4 2025 | $3K |
| Q1 2026 | $18K |
| Q2 2026 | $44K |
| Q3 2026 | $41K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $41K | 1.5K | — | — |
| Q2 2026 | $44K | 1.5K | — | — |
| Q1 2026 | $18K | 1.2K | — | — |
| Q4 2025 | $3K | 122 | — | — |
| Q3 2025 | $5K | 210 | — | — |
| Q2 2025 | $2K | 77 | — | — |
Other funds holding HELE
$204.5M
$164.5M
$135.8M
$100.8M
$97.3M
$91.6M
$90.4M