Richard Pzena's HELE Position Overview
Richard Pzena (via Pzena Investment Management LLC) currently holds 761,173 shares of Helen of Troy Limited (HELE) worth $10.98 M, representing 0.04% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 7 quarters.
Based on 13F filings, Richard Pzena has maintained this position in HELE for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 229,104 shares. Largest reduction occurred in Q1 2026, reducing 186,395 shares.
Analysis based on 13F filings available since 2013 Q2
Richard Pzena'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 Richard Pzena
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -186,395 | Reduce 19.67% | 761,173 | $14.42 |
| Q4 2025 | -63,188 | Reduce 6.25% | 947,568 | $21.25 |
| Q3 2025 | +25,425 | Add 2.58% | 1.01 M | $25.20 |
| Q2 2025 | +229,104 | Add 30.30% | 985,331 | $28.38 |
| Q1 2025 | +50,516 | Add 7.16% | 756,227 | $53.49 |
| Q4 2024 | +124,269 | Add 21.37% | 705,711 | $59.83 |
| Q3 2024 | +581,442 | New Buy | 581,442 | $61.85 |
Richard Pzena's Helen of Troy Limited Investment FAQs
Richard Pzena first purchased Helen of Troy Limited (HELE) in Q3 2024, acquiring 581,442 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena has held Helen of Troy Limited (HELE) for 7 quarters since Q3 2024.
Richard Pzena's largest addition to Helen of Troy Limited (HELE) was in Q3 2024, adding 581,442 shares worth $35.96 M.
According to the latest 13F filing for Q1 2026, Richard Pzena's firm, Pzena Investment Management LLC, owns 761,173 shares of Helen of Troy Limited (HELE), valued at approximately $10.98 M.
As of the Q1 2026 filing, Helen of Troy Limited (HELE) represents approximately 0.04% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings.
Richard Pzena's peak holding in Helen of Troy Limited (HELE) was 1,010,756 shares, as reported at the end of Q3 2025.