Richard Pzena - Pzena Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    158
Portfolio value:    $30,796,447,662
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
2026   Q1 761,173 0.04 Reduce 19.67% 0.01 $13.85–22.35 · VW $16.87i $10,976,115 SEC
2025   Q4 947,568 0.06 Reduce 6.25% <0.01 $17.01–27.63 · VW $21.96i $20,135,820 SEC
2025   Q3 1,010,756 0.08 Add 2.58% <0.01 $20.02–33.73 · VW $26.32i $25,471,051 SEC
2025   Q2 985,331 0.09 Add 30.30% 0.02 $24.15–53.96 · VW $35.50i $27,963,694 SEC
2025   Q1 756,227 0.14 Add 7.16% <0.01 $49.90–69.05 · VW $57.48i $40,450,582 SEC
2024   Q4 705,711 0.14 Add 21.37% 0.02 $59.00–77.95 · VW $65.59i $42,222,689 SEC
2024   Q3 581,442 0.12 Buy 0.12 $48.05–93.09 · VW $67.66i $35,962,188 SEC
Price snapshot:
Current price$27.74
Avg. buy price$52.68
+/- since buy-47.34%
52-week low$13.85
52-week high$30.68