CLARK ESTATES INC/NY HELE — HELEN OF TROY LTD

Ownership history in CLARK ESTATES INC/NY  ·  6 quarters on record

AI Ownership Summary

CLARK ESTATES INC/NY reported HELEN OF TROY LTD (HELE) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.44% in 2024 Q4. The latest visible filing shows HELE at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HELE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CLARK ESTATES INC/NY's position in HELEN OF TROY LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HELE was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HELE stock page CLARK ESTATES INC/NY fund profile CLARK ESTATES INC/NY full holdings
How CLARK ESTATES INC/NY held HELE — position size vs. price
% of Fund (quarterly)    HELE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 34,200 — 0% 0.12% $493K 2026-05-11 $24.32
2025 Q4 UNCHANGED — — — 34,200 — 0% 0.18% $727K 2026-02-12 $16.90
2025 Q3 UNCHANGED — — — 34,200 — 0% 0.20% $862K 2025-11-10 $19.45
2025 Q2 UNCHANGED — — — 34,200 — 0% 0.22% $971K 2025-08-11 $22.03
2025 Q1 REDUCED 9.3% -46.9% ✅ 34,200 -3,500 -9.3% 0.39% $1.8M 2025-05-08 $26.74
2024 Q4 INITIATED — — — 37,700 — — 0.44% $2.3M 2025-02-06 $57.73

🏢 Other funds also holding HELE

As of 2026 Q1 — sorted by position size

RWWM, Inc. 3Y 7Y 1.24% CM Management, LLC 3Y 0.84% PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.51% PARADIGM CAPITAL MANAGEMENT INC/NY 3Y 7Y 0.51% Invenomic Capital Management LP 3Y 0.43% Mork Capital Management, LLC 3Y 7Y 0.41% Pinnacle Holdings, LLC 3Y 7Y 0.37% SummerHaven Investment Management, LLC 3Y 0.25% Aster Capital Management (DIFC) Ltd 0.22% Blueshift Asset Management, LLC 3Y 7Y 0.22%

FAQ About CLARK ESTATES INC/NY and HELE

These are the practical questions this page is built to answer before you even open the full history table.

How long has CLARK ESTATES INC/NY reported owning HELE?

CLARK ESTATES INC/NY reported HELE across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported HELE position in CLARK ESTATES INC/NY's portfolio?

The largest reported portfolio weight for HELE was 0.44% in 2024 Q4.

What is the latest reported HELE position on this page?

The most recent filing on this page is 2026 Q1, when CLARK ESTATES INC/NY reported 34,200 shares, equal to 0.12% of portfolio, with an estimated market value of $493K.

What does the chart on this HELE ownership page compare?

The chart compares CLARK ESTATES INC/NY's quarterly HELE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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