Back to HELE
PZENA INVESTMENT MANAGEMENT LLC → HELE
PZENA INVESTMENT MANAGEMENT LLC HELE Position History
Helen of Troy Limited • Consumer Cyclical
Quarters held
9
Latest value
$17.7M
Q3 2026
Peak value
$42.2M
First seen
Q3 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2024 | $36M |
| Q4 2024 | $42.2M |
| Q1 2025 | $40.5M |
| Q2 2025 | $28M |
| Q3 2025 | $25.5M |
| Q4 2025 | $20.1M |
| Q1 2026 | $11M |
| Q2 2026 | $19.7M |
| Q3 2026 | $17.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17.7M | 646.4K | — | — |
| Q2 2026 | $19.7M | 676.6K | — | — |
| Q1 2026 | $11M | 761.2K | — | — |
| Q4 2025 | $20.1M | 947.6K | — | — |
| Q3 2025 | $25.5M | 1.01M | — | — |
| Q2 2025 | $28M | 985.3K | — | — |
| Q1 2025 | $40.5M | 756.2K | — | — |
| Q4 2024 | $42.2M | 705.7K | — | — |
| Q3 2024 | $36M | 581.4K | — | — |
Other funds holding HELE
$204.5M
$164.5M
$135.8M
$100.8M
$97.3M
$91.6M
$90.4M