Vanguard Capital Management filed a Schedule 13G on October 30, 2026, disclosing beneficial ownership of 1,181,654 shares of Helen of Troy Ltd common stock as of September 30, 2026, representing 5.07% of the class.

Key Highlights

  • Aggregate beneficial ownership: Vanguard Capital Management reported 1,181,654 shares of Helen of Troy Ltd common stock beneficially owned as of September 30, 2026.
  • Percent of class: The filing states the holding represents 5.07% of the outstanding class of common stock.
  • Sole voting power: Vanguard Capital Management reported sole voting power over 154,505 shares, with 0 shares subject to shared voting power.
  • Sole dispositive power: The filing reports sole dispositive power over all 1,181,654 shares, with 0 shares subject to shared dispositive power.
  • Affiliated entities included: The filing states it reflects securities beneficially owned by Vanguard Capital Management LLC and affiliates including Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC, and Vanguard Investments Australia Ltd.
  • No single outside interest above 5%: The filing states "No one other person's interest in the securities reported herein is more than 5%."

Vanguard Capital Management's Schedule 13G Filing for Helen of Troy Ltd

Vanguard Capital Management, organized in Pennsylvania and classified as an investment adviser (type "IA"), filed a Schedule 13G disclosing a 5.07% beneficial ownership position in Helen of Troy Ltd (CUSIP G4388N106) as of the event date of September 30, 2026. The filing was submitted on October 30, 2026. Helen of Troy Ltd's principal executive offices are listed at 1 Helen of Troy Plaza, El Paso, TX, 79912, according to the filing.

According to the filing, Vanguard Capital Management holds sole dispositive power over all 1,181,654 shares reported, while sole voting power applies to only 154,505 of those shares. Shared voting and shared dispositive power are each reported as 0. The filing notes that the statement reflects securities held by Vanguard funds or sleeves thereof over which Vanguard Capital Management LLC exercises dispositive power, as well as securities held by clients over which listed affiliates exercise dispositive and/or voting power.

The filing was signed by My Trieu-Gatt, identified as Authorized Signatory and Head of Global Fund Administration, on October 30, 2026. The certifying language states the securities "were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer."

What Was Disclosed

Vanguard Capital Management disclosed in a Schedule 13G that it beneficially owns 1,181,654 shares of Helen of Troy Ltd common stock, equal to 5.07% of the class, as of September 30, 2026, with sole dispositive power over all reported shares and sole voting power over 154,505 shares.