HOTCHKIS & WILEY's HELE Position Overview
HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 282,065 shares of Helen of Troy Limited (HELE) worth $8.2 M, representing 0.02% of the portfolio. First purchased in 2014-Q3, this medium-term investment has been held for 12 quarters.
Based on 13F filings, HOTCHKIS & WILEY has maintained a strategic position in HELE, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 223,120 shares. Largest reduction occurred in Q1 2015, reducing 340,000 shares.
Analysis based on 13F filings available since 2013 Q2
HOTCHKIS & WILEY'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 HOTCHKIS & WILEY
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -113,820 | Reduce 28.75% | 282,065 | $29.07 |
| Q1 2026 | +3,220 | Add 0.82% | 395,885 | $14.42 |
| Q4 2025 | +54,530 | Add 16.13% | 392,665 | $21.25 |
| Q3 2025 | +65,115 | Add 23.85% | 338,135 | $25.20 |
| Q2 2025 | +48,860 | Add 21.80% | 273,020 | $28.38 |
| Q1 2025 | +15,970 | Add 7.67% | 224,160 | $53.49 |
| Q4 2024 | -14,930 | Reduce 6.69% | 208,190 | $59.83 |
| Q3 2024 | +223,120 | New Buy | 223,120 | $61.85 |
| Q2 2015 | -198,500 | Sold Out | 0 | $0.00 |
| Q1 2015 | -340,000 | Reduce 63.14% | 198,500 | $81.49 |
| Q4 2014 | -265,200 | Reduce 33.00% | 538,500 | $65.06 |
| Q3 2014 | +803,700 | New Buy | 803,700 | $52.52 |
HOTCHKIS & WILEY's Helen of Troy Limited Investment FAQs
HOTCHKIS & WILEY first purchased Helen of Troy Limited (HELE) in Q3 2014, acquiring 803,700 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY has held Helen of Troy Limited (HELE) for 12 quarters since Q3 2014.
HOTCHKIS & WILEY's largest addition to Helen of Troy Limited (HELE) was in Q3 2014, adding 803,700 shares worth $42.21 M.
According to the latest 13F filing for Q2 2026, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 282,065 shares of Helen of Troy Limited (HELE), valued at approximately $8.2 M.
As of the Q2 2026 filing, Helen of Troy Limited (HELE) represents approximately 0.02% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings.
HOTCHKIS & WILEY's peak holding in Helen of Troy Limited (HELE) was 803,700 shares, as reported at the end of Q3 2014.