Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Helen of Troy Ltd. (HELE)
← All HELE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q2 0 0.00 Sell 100.00% 0.01 $87.50–115.81 · VW $98.68i SEC
2024   Q1 19,642 0.01 Reduce 2.34% <0.01 $110.72–127.83 · VW $117.93i $2,263,583 SEC
2023   Q4 20,112 0.20 Reduce 8.89% <0.01 $92.65–127.24 · VW $113.57i $81,021,086 SEC
2023   Q3 22,075 0.01 Reduce 1.73% <0.01 $106.41–143.68 · VW $122.22i $2,573,097 SEC
2023   Q2 22,464 0.01 Reduce 3.69% <0.01 $81.14–111.30 · VW $100.15i $2,426,573 SEC
2023   Q1 23,325 0.01 Reduce 0.23% $85.11–125.99 · VW $102.09i $2,219,845 SEC
2022   Q4 23,378 0.01 Reduce 15.95% <0.01 $82.94–113.00 · VW $102.28i $2,592,854 SEC
2022   Q3 27,816 0.01 Add 10.80% <0.01 $96.39–172.45 · VW $121.76i $2,683,000 SEC
2022   Q2 25,105 0.01 Reduce 17.68% <0.01 $149.03–221.71 · VW $177.72i $4,077,000 SEC
2022   Q1 30,498 0.01 Reduce 47.04% <0.01 $192.90–249.08 · VW $212.61i $5,973,000 SEC
2021   Q4 57,592 0.02 Add 24.54% <0.01 $215.11–256.26 · VW $238.61i $14,080,000 SEC
2021   Q3 46,245 0.02 Add 8.48% <0.01 $206.31–243.08 · VW $224.69i $10,390,000 SEC
2021   Q2 42,630 0.02 Add 6.68% <0.01 $203.80–233.74 · VW $221.89i $9,725,000 SEC
2021   Q1 39,962 0.02 Add 21.14% <0.01 $201.02–265.97 · VW $225.88i $8,418,000 SEC
2020   Q4 32,989 0.02 Add 23.42% <0.01 $181.85–230.56 · VW $211.53i $7,330,000 SEC
2020   Q3 26,729 0.01 Add 19.45% <0.01 $182.25–213.30 · VW $196.36i $5,173,000 SEC
2020   Q2 22,377 0.01 Add 170.25% <0.01 $121.72–189.75 · VW $166.68i $4,219,000 SEC
2020   Q1 8,280 0.01 Buy 0.01 $104.02–198.59 · VW $148.88i $1,193,000 SEC
Price snapshot:
Current price$27.74
52-week low$13.85
52-week high$30.68