Chuck Royce's HELE Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 10,626 shares of Helen of Troy Limited (HELE) worth $153,227, representing 0.00% of the portfolio. First purchased in 2013-Q2, this medium-term investment has been held for 19 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in HELE, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2022, adding 268,340 shares. Largest reduction occurred in Q3 2024, reducing 245,886 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Helen of Troy Limited (HELE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Helen of Troy Limited (HELE) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -3,707 | Reduce 25.86% | 10,626 | $14.42 |
| Q1 2025 | +8,393 | Add 141.30% | 14,333 | $53.49 |
| Q4 2024 | +5,940 | New Buy | 5,940 | $59.83 |
| Q3 2024 | -245,886 | Sold Out | 0 | $0.00 |
| Q2 2024 | +49,864 | Add 25.44% | 245,886 | $92.74 |
| Q1 2024 | -3,016 | Reduce 1.52% | 196,022 | $115.24 |
| Q4 2023 | +2,105 | Add 1.07% | 199,038 | $120.81 |
| Q3 2023 | -51,319 | Reduce 20.67% | 196,933 | $116.56 |
| Q2 2023 | -44,710 | Reduce 15.26% | 248,252 | $108.02 |
| Q1 2023 | +14,622 | Add 5.25% | 292,962 | $95.17 |
| Q4 2022 | +268,340 | Add 2683.40% | 278,340 | $110.91 |
| Q3 2022 | +10,000 | New Buy | 10,000 | $96.40 |
| Q2 2021 | -1,000 | Sold Out | 0 | $0.00 |
| Q1 2021 | +1,000 | New Buy | 1,000 | $211.00 |
| Q3 2013 | -35,000 | Sold Out | 0 | $0.00 |
| Q2 2013 | +35,000 | Add 0.00% | 35,000 | $38.37 |
Chuck Royce's Helen of Troy Limited Investment FAQs
Chuck Royce first purchased Helen of Troy Limited (HELE) in Q2 2013, acquiring 35,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Helen of Troy Limited (HELE) for 19 quarters since Q2 2013.
Chuck Royce's largest addition to Helen of Troy Limited (HELE) was in Q4 2022, adding 278,340 shares worth $30.87 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 10,626 shares of Helen of Troy Limited (HELE), valued at approximately $153,227.
As of the Q1 2026 filing, Helen of Troy Limited (HELE) represents approximately 0.00% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Helen of Troy Limited (HELE) was 292,962 shares, as reported at the end of Q1 2023.