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Cliff Asness’s HELE Holdings & Trades

First Buy
Q4 2012
Duration Held
51 Quarters
Largest Add
Q1 2026
+585,479 Shares
Current Position
762,771 Shares
$10.85 M Value

Cliff Asness's HELE Position Overview

Cliff Asness (via Aqr Capital Management LLC) currently holds 762,771 shares of Helen of Troy Limited (HELE) worth $10.85 M, representing 0.00% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 51 quarters.

Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in HELE, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2026, adding 585,479 shares. Largest reduction occurred in Q3 2025, reducing 136,902 shares.

Analysis based on 13F filings available since 2013 Q2

Cliff Asness'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 Cliff Asness

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +585,479 Add 330.23% 762,771 $14.22
Q4 2025 -1,329 Reduce 0.74% 177,292 $21.25
Q3 2025 -136,902 Reduce 43.39% 178,621 $25.20
Q2 2025 +206,011 Add 188.12% 315,523 $27.88
Q1 2025 -85,276 Reduce 43.78% 109,512 $53.09
Q4 2024 -112,653 Reduce 36.64% 194,788 $59.83
Q3 2024 +229,286 Add 293.37% 307,441 $61.85
Q2 2024 -2,986 Reduce 3.68% 78,155 $92.74
Q1 2024 +3,428 Add 4.41% 81,141 $115.24
Q4 2023 -3,583 Reduce 4.41% 77,713 $120.81
Q3 2023 -25,865 Reduce 24.14% 81,296 $116.56
Q2 2023 +28,826 Add 36.80% 107,161 $107.46
Q1 2023 +78,335 New Buy 78,335 $95.17
Q3 2022 -4,487 Sold Out 0 $0.00
Q2 2022 -3,831 Reduce 46.06% 4,487 $155.34
Q1 2022 -460 Reduce 5.24% 8,318 $195.84
Q4 2021 -852 Reduce 8.85% 8,778 $244.47
Q3 2021 -576 Reduce 5.64% 9,630 $224.71
Q2 2021 -3,432 Reduce 25.16% 10,206 $226.53
Q1 2021 -2,597 Reduce 16.00% 13,638 $210.66
Q4 2020 +1,906 Add 13.30% 16,235 $221.00
Q3 2020 -694 Reduce 4.62% 14,329 $193.52
Q2 2020 -24,544 Reduce 62.03% 15,023 $188.58
Q1 2020 +15,524 Add 64.57% 39,567 $142.11
Q4 2019 -1,813 Reduce 7.01% 24,043 $179.80
Q3 2019 +4,958 Add 23.72% 25,856 $157.64
Q2 2019 -3,866 Reduce 15.61% 20,898 $130.59
Q1 2019 -9,855 Reduce 28.47% 24,764 $115.97
Q4 2018 +26,244 Add 313.36% 34,619 $131.17
Q3 2018 -25,636 Reduce 75.38% 8,375 $130.87
Q2 2018 -51,739 Reduce 60.34% 34,011 $98.44
Q1 2018 -29,800 Reduce 25.79% 85,750 $87.01
Q4 2017 -77,810 Reduce 40.24% 115,550 $96.35
Q3 2017 -18,540 Reduce 8.75% 193,360 $96.90
Q2 2017 +32,877 Add 18.36% 211,900 $94.10
Q1 2017 +38,969 Add 27.82% 179,023 $94.20
Q4 2016 +35,771 Add 34.30% 140,054 $84.45
Q3 2016 +23,640 Add 29.31% 104,283 $86.18
Q2 2016 -19,108 Reduce 19.16% 80,643 $102.84
Q1 2016 -11,433 Reduce 10.28% 99,751 $103.69
Q4 2015 -1,735 Reduce 1.54% 111,184 $94.25
Q3 2015 +20,903 Add 22.72% 112,919 $89.29
Q2 2015 +14,909 Add 19.34% 92,016 $97.48
Q1 2015 +36,207 Add 88.53% 77,107 $81.50
Q4 2014 +40,900 New Buy 40,900 $65.06
Q1 2014 -123,542 Sold Out 0 $0.00
Q4 2013 -8,212 Reduce 6.23% 123,542 $49.51
Q3 2013 -93,807 Reduce 41.59% 131,754 $44.20
Q2 2013 +225,561 Add 0.00% 225,561 $38.37
Q4 2012 +226,152 Add 0.00% 226,152 $33.39

Cliff Asness's Helen of Troy Limited Investment FAQs

Cliff Asness first purchased Helen of Troy Limited (HELE) in Q4 2012, acquiring 226,152 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness has held Helen of Troy Limited (HELE) for 51 quarters since Q4 2012.

Cliff Asness's largest addition to Helen of Troy Limited (HELE) was in Q1 2026, adding 762,771 shares worth $10.85 M.

According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 762,771 shares of Helen of Troy Limited (HELE), valued at approximately $10.85 M.

As of the Q1 2026 filing, Helen of Troy Limited (HELE) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.

Cliff Asness's peak holding in Helen of Troy Limited (HELE) was 762,771 shares, as reported at the end of Q1 2026.