Helen of Troy (HELE): RWWM, Inc. discloses 2.0% beneficial ownership stake

Rhea-AI Filing Summary

RWWM, Inc. and related individuals report beneficial ownership of common stock of Helen of Troy Limited. The filing states that 474,601 shares are held in client accounts advised by RWWM, Inc., representing 2.0% of the outstanding common stock as of June 30, 2026.

RWWM, Inc. has sole dispositive power over 474,601 shares, while Aaron J. Wagner directly or through controlled entities holds 10 shares with sole voting and dispositive power. As officers of RWWM, Inc., Scott P. Roseman and Aaron J. Wagner may be deemed to share beneficial ownership of the advisory shares.

Key Figures

Shares beneficially owned: 474,601 shares Percent of class: 2.0% Shares held directly by Aaron J. Wagner: 10 shares +2 more

5 metrics

Shares beneficially owned 474,601 shares Shares held in client accounts over which RWWM, Inc. has sole dispositive power

Percent of class 2.0% Reported ownership percentage of Helen of Troy common stock

Shares held directly by Aaron J. Wagner 10 shares Shares held directly and through entities controlled by Aaron J. Wagner with sole voting and dispositive power

CUSIP G4388N106 CUSIP for Helen of Troy Limited common stock, par value $0.10 per share

Ownership threshold 5 percent or less Filing notes ownership of 5 percent or less of a class and that no client exceeds 5%

Key Terms

beneficial ownership, dispositive power, Schedule 13G, investment adviser

4 terms

beneficial ownership financial

"As the officers of RWWM, Inc., Messrs. Roseman and Wagner may be deemed to share beneficial ownership"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

dispositive power financial

"RWWM, Inc. has sole dispositive power over 474,601 shares"

Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.

Schedule 13G regulatory

"The securities as to which this Schedule is filed by RWWM, Inc."

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

investment adviser financial

"The securities as to which this Schedule is filed by RWWM, Inc., in its capacity as investment adviser"

An investment adviser is a person or firm that professionally manages money and gives recommendations about buying, selling, or holding investments. Like a financial coach or guide, they have a legal duty to act in a client's best financial interest, so their advice, fees and potential conflicts can directly affect returns and risk — making their role important for investors who want informed, accountable help with portfolios.

FAQ

What percentage of Helen of Troy (HELE) does RWWM, Inc. report owning?

RWWM, Inc. reports beneficial ownership of 2.0% of Helen of Troy’s common stock. This reflects 474,601 shares held in client accounts over which RWWM, Inc. has sole dispositive power.

How many Helen of Troy (HELE) shares are reported in this Schedule 13G/A?

The filing reports 474,601 shares of Helen of Troy common stock in client accounts plus 10 shares held directly or through entities controlled by Aaron J. Wagner, for a total beneficial ownership position attributed in the filing.

Who are the reporting persons in this Helen of Troy (HELE) Schedule 13G/A?

The reporting persons are RWWM, Inc., Scott P. Roseman, and Aaron J. Wagner. RWWM, Inc. is an investment adviser, and Roseman and Wagner are officers who may be deemed to share beneficial ownership of the advisory shares.

What voting and dispositive powers are reported over Helen of Troy (HELE) shares?

RWWM, Inc. reports 0 shares with sole or shared voting power but 474,601 shares with sole dispositive power. Aaron J. Wagner has sole voting and dispositive power over 10 shares and shared dispositive power over the advisory shares.

Do RWWM, Inc.’s clients each hold more than 5% of Helen of Troy (HELE)?

The filing states that RWWM, Inc.’s clients own the reported securities of record, and that no single client is known to have rights to more than 5% of the class of Helen of Troy common stock.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/14/2026 - 04:52 PM Accepted by SEC EDGAR 08/14/2026 - 04:50 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Helen of Troy Limited

(Name of Issuer)

Common Stock, par value $0.10 per share

(Title of Class of Securities)

G4388N106

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): G4388N106

1

Names of Reporting Persons

RWWM, Inc.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

CALIFORNIA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 474,601.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

474,601.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

2.0 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

CUSIP Number(s): G4388N106

1

Names of Reporting Persons

Scott Patrick Roseman

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 474,601.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

474,601.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

2.0 %

12

Type of Reporting Person (See Instructions)

HC, IN

SCHEDULE 13G

CUSIP Number(s): G4388N106

1

Names of Reporting Persons

Aaron J. Wagner

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 10.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 10.00
8	Shared Dispositive Power 474,601.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

474,611.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

2.0 %

12

Type of Reporting Person (See Instructions)

HC, IN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Helen of Troy Limited
(b)	Address of issuer's principal executive offices: Clarendon House, 2 Church Street, Hamilton, D0, HM 11.
Item 2.
(a)	Name of person filing: RWWM, Inc. Scott P. Roseman Aaron J. Wagner
(b)	Address or principal business office or, if none, residence: 4970 Rocklin Road, Suite 200 Rocklin, CA 95677
(c)	Citizenship: RWWM, Inc. California Scott P. Roseman United States Aaron J. Wagner United States
(d)	Title of class of securities: Common Stock, par value $0.10 per share
(e)	CUSIP No.: G4388N106
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: The securities reported herein consist of (i) 474,601 shares held by clients of RWWM, Inc. over which RWWM, Inc. has sole dispositive power (the "RWWM Advisory Shares") and (ii) 10 shares held directly and through entities controlled by Aaron Wagner. As the officers of RWWM, Inc., Messrs. Roseman and Wagner may be deemed to share beneficial ownership over the RWWM Advisory Shares.
(b)	Percent of class: RWWM, Inc. 2.0% Scott P. Roseman 2.0% Aaron J. Wagner 2.0%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: RWWM, Inc. 0 Scott P. Roseman 0 Aaron J. Wagner 10
	(ii) Shared power to vote or to direct the vote: RWWM, Inc. 0 Scott P. Roseman 0 Aaron J. Wagner 0
	(iii) Sole power to dispose or to direct the disposition of: RWWM, Inc. 474,601 Scott P. Roseman 0 Aaron J. Wagner 10
	(iv) Shared power to dispose or to direct the disposition of: RWWM, Inc. 0 Scott P. Roseman 474,601 Aaron J. Wagner 474,601
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. The securities as to which this Schedule is filed by RWWM, Inc., in its capacity as investment adviser, are owned of record by clients of RWWM, Inc. Those clients have the right to receive, or the power to direct the receipt of, dividends from, or the proceeds from the sale of, such securities. No such client is known to have such right or power with respect to more than five percent of this class of securities.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above 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 of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

RWWM, Inc.

Signature:	/s/ Aaron J. Wagner
Name/Title:	By Aaron J. Wagner, President
Date:	08/14/2026

Scott Patrick Roseman

Signature:	/s/ Scott P. Roseman
Name/Title:	Scott Patrick Roseman
Date:	08/14/2026

Aaron J. Wagner

Signature:	/s/ Aaron J. Wagner
Name/Title:	Aaron J. Wagner
Date:	08/14/2026