Ownership history in Pacific Ridge Capital Partners, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which Pacific Ridge Capital Partners, LLC reported a position in Helen of Troy Corp (HELE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Pacific Ridge Capital Partners, LLC underperformed the S&P 500 by β86.0% annually on this HELE position. Timing score: 67% (8/12 decisions correct). Average cost basis: $35.39. Maximum drawdown during holding period: β78.2%.
β Significantly underperformed the S&P 500 by 86.0% ann.
5 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
8 of 12 add/trim decisions correct
Best entry: $21.25 (2025 Q4) Β· Worst: $81.49 (2015 Q1)
πͺ Held through 2 major drawdowns (>20%).
9 adds Β· 4 trims. Bought during 6 of 8 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.24% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size