Helen of Troy: RWWM Reports 1.17M-Share Stake

Helen of Troy Limited ownership disclosure: RWWM, Inc. reports beneficial ownership of 1,173,819 shares of Common Stock, representing 5.1%, held on behalf of RWWM clients.

Rhea-AI Filing Summary

Helen of Troy Limited ownership disclosure: RWWM, Inc. reports beneficial ownership of 1,173,819 shares of Common Stock, representing 5.1%, held on behalf of RWWM clients. The filing states Messrs. Scott P. Roseman and Aaron J. Wagner may be deemed to share beneficial ownership; Mr. Wagner directly holds 10 shares. The signatures are dated 05/15/2026.

Insights

Corporate Governance Analyst

Stake disclosure shows a >5% adviser-managed position.

The filing reports 1,173,819 shares ( 5.1%) held by clients of RWWM, Inc. with RWWM retaining sole dispositive power. The disclosure attributes shared beneficial ownership to the adviser’s officers.

Governance implications are routine: this is a passive, reportable position under ownership rules and triggers public disclosure requirements; timing and any future activity depend on client decisions and are not specified in the excerpt.

Investor Relations Specialist

Public disclosure clarifies voting and dispositive powers.

The schedule distinguishes that RWWM has sole dispositive power over 1,173,819 shares while sole voting power is reported as zero for the adviser. Mr. Wagner is shown with 10 shares of sole dispositive and voting power.

For investors, the filing documents ownership thresholds; any effect on liquidity or control requires subsequent transactions or additional disclosures.

Key Figures

Reported shares beneficially owned: 1,173,819 shares Percent of class: 5.1% Aaron J. Wagner direct holdings: 10 shares +1 more

4 metrics

Reported shares beneficially owned 1,173,819 shares Held by clients of RWWM, Inc.

Percent of class 5.1% Ownership percentage reported in Schedule 13G

Aaron J. Wagner direct holdings 10 shares Held directly and through entities controlled by Mr. Wagner

Filing signature date 05/15/2026 Signatures by reporting persons

Key Terms

Beneficial ownership, Sole dispositive power, Schedule 13G

3 terms

Beneficial ownership regulatory

"The securities reported herein consist of (i) 1,173,819 shares held by clients of RWWM"

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.

Sole dispositive power regulatory

"RWWM, Inc. has sole dispositive power (the "RWWM Advisory Shares")"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

Schedule 13G regulatory

"Item 1. Name of issuer: Helen of Troy Limited ... 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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake does RWWM, Inc. report in Helen of Troy (HELE)?

RWWM, Inc. reports beneficial ownership of 1,173,819 shares, representing 5.1%. The shares are held by RWWM clients over which the adviser reports sole dispositive power, per the Schedule 13G filing dated 05/15/2026.

Do Scott P. Roseman or Aaron J. Wagner personally own the reported shares?

The filing states the 1,173,819 shares are record-owned by clients of RWWM, Inc.; Messrs. Roseman and Wagner may be deemed to share beneficial ownership as officers of the adviser. Mr. Wagner directly holds 10 shares as shown in the filing.

What voting and dispositive powers are reported for the position?

RWWM, Inc. reports 0 sole voting power and 1,173,819 sole dispositive power. The filing shows shared dispositive power of 1,173,819 for the named individuals, indicating the adviser controls disposition decisions while voting rights are not recorded as sole.

Was any single client identified as owning more than 5% of HELE?

No single client was identified as owning more than 5%. The filing states the shares reported are owned of record by RWWM clients and that no such client is known to hold the right to receive dividends or proceeds for over 5% of the class.

When was the Schedule 13G signed and filed?

The signatures in the filing are dated 05/15/2026. That date is presented as the execution timestamp for the statements by Aaron J. Wagner and Scott P. Roseman and anchors the ownership snapshot in the filing.

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

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Accepted by SEC EDGAR 05/15/2026 - 04:41 PM EDT Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Helen of Troy Limited

(Name of Issuer)

Common Stock, par value $0.01 per share

(Title of Class of Securities)

G4388N106

(CUSIP Number)

03/31/2026

(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 1,173,819.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,173,819.00

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)

5.1 %

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 1,173,819.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,173,819.00

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)

5.1 %

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 1,173,819.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,173,829.00

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)

5.1 %

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 $0.01 per share
(e)	CUSIP Number(s): 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) 1,173,819 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. 5.1% Scott P. Roseman 5.1% Aaron J. Wagner 5.1%
(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. 1,173,819 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 1,173,819 Aaron J. Wagner 1,173,819
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
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:	05/15/2026

Scott Patrick Roseman

Signature:	/s/ Scott P. Roseman
Name/Title:	Scott Patrick Roseman
Date:	05/15/2026

Aaron J. Wagner

Signature:	/s/ Aaron J. Wagner
Name/Title:	Aaron J. Wagner
Date:	05/15/2026