Helen of Troy (HELE): AQR Capital group reports 5.68% equity stake

Rhea-AI Filing Summary

AQR Capital Management, LLC and its parent AQR Capital Management Holdings, LLC report beneficial ownership of Helen of Troy Ltd common shares. They state aggregate beneficial ownership of 1,322,587 common shares, representing 5.68% of the outstanding class as of 06/30/2026.

Both entities report no sole voting or dispositive power. They report shared voting power over 1,316,030 shares and shared dispositive power over 1,322,587 shares, reflecting coordinated control within the AQR group. AQR Capital Management, LLC is described as a wholly owned subsidiary of AQR Capital Management Holdings, LLC.

Key Figures

Shares beneficially owned: 1,322,587 shares Percent of class: 5.68% Shared voting power: 1,316,030 shares +1 more

4 metrics

Shares beneficially owned 1,322,587 shares Helen of Troy common shares beneficially owned by AQR entities as of 06/30/2026

Percent of class 5.68% Portion of Helen of Troy common share class beneficially owned by AQR entities

Shared voting power 1,316,030 shares Helen of Troy shares over which AQR entities report shared voting power

Shared dispositive power 1,322,587 shares Helen of Troy shares over which AQR entities report shared dispositive power

Key Terms

beneficially owned, shared voting power, shared dispositive power, parent holding company, +1 more

5 terms

beneficially owned financial

"Amount beneficially owned: 1322587 (b) | Percent of class: 5.68 %"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

shared voting power financial

"Shared Voting Power 1,316,030.00 7 | Sole Dispositive Power 0.00"

Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.

shared dispositive power financial

"Shared Dispositive Power 1,322,587.00 9 1,322,587.00"

parent holding company financial

"If a parent holding company has filed this schedule, pursuant to (ii)(G)"

subsidiary financial

"AQR Capital Management, LLC is a wholly owned subsidiary of AQR Capital Management Holdings, LLC."

A subsidiary is a company that is controlled or owned by a larger company, known as the parent company. Think of it like a branch or division of a bigger organization; it operates separately but is ultimately guided by the parent. For investors, understanding subsidiaries helps clarify how a larger company is structured and where its resources and risks are concentrated.

FAQ

What percentage of Helen of Troy (HELE) does AQR Capital report owning?

AQR Capital Management and its parent report beneficial ownership of 5.68% of Helen of Troy’s common shares, corresponding to 1,322,587 shares, giving them a significant but non-controlling position in the company’s equity.

How many Helen of Troy (HELE) shares are beneficially owned by AQR Capital?

AQR Capital Management and its parent report beneficial ownership of 1,322,587 Helen of Troy common shares. This position represents 5.68% of the company’s outstanding common share class as of 06/30/2026.

What voting power does AQR Capital have over Helen of Troy (HELE) shares?

The AQR entities report shared voting power over 1,316,030 Helen of Troy shares and no sole voting power. Voting decisions for these shares are therefore exercised jointly within the AQR structure.

What dispositive power does AQR Capital report for Helen of Troy (HELE) stock?

AQR Capital Management and its parent report shared dispositive power over 1,322,587 Helen of Troy shares and no sole dispositive power, indicating shared authority to determine when and how these shares may be sold.

How are AQR Capital Management and AQR Capital Management Holdings related in this HELE filing?

The filing states that AQR Capital Management, LLC is a wholly owned subsidiary of AQR Capital Management Holdings, LLC. Both entities jointly report their beneficial ownership and powers over Helen of Troy shares.

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

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Available on EDGAR 08/12/2026 - 12:14 PM Accepted by SEC EDGAR 08/12/2026 - 12:13 PM 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 LTD

(Name of Issuer)

Common Shares, $0.10 par value 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

AQR Capital Management, LLC

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 1,316,030.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,322,587.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,322,587.00

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)

5.68 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

CUSIP Number(s): G4388N106

1

Names of Reporting Persons

AQR Capital Management Holdings, LLC

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 1,316,030.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,322,587.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,322,587.00

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)

5.68 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

Item 1.
(a)	Name of issuer: HELEN OF TROY LTD
(b)	Address of issuer's principal executive offices: CLARENDON HOUSE, 2 CHURCH STREET, HAMILTON, BERMUDA HM 11
Item 2.
(a)	Name of person filing: AQR Capital Management, LLC AQR Capital Management Holdings, LLC
(b)	Address or principal business office or, if none, residence: ONE GREENWICH PLAZA SUITE 130 Greenwich, Connecticut 06830
(c)	Citizenship: AQR Capital Management, LLC - UNITED STATES AQR Capital Management Holdings, LLC - UNITED STATES
(d)	Title of class of securities: Common Shares, $0.10 par value 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: 1322587
(b)	Percent of class: 5.68 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: AQR Capital Management, LLC - 0 AQR Capital Management Holdings, LLC - 0
	(ii) Shared power to vote or to direct the vote: AQR Capital Management, LLC - 1,316,030 AQR Capital Management Holdings, LLC - 1,316,030
	(iii) Sole power to dispose or to direct the disposition of: AQR Capital Management, LLC - 0 AQR Capital Management Holdings, LLC - 0
	(iv) Shared power to dispose or to direct the disposition of: AQR Capital Management, LLC - 1,322,587 AQR Capital Management Holdings, LLC - 1,322,587
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.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. See Item 2(a) above.
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.

AQR Capital Management, LLC

Signature:	Henry Parkin
Name/Title:	Authorized Signatory
Date:	08/12/2026

AQR Capital Management Holdings, LLC

Signature:	Henry Parkin
Name/Title:	Authorized Signatory
Date:	08/12/2026

Exhibit Information

AQR Capital Management Holdings, LLC and AQR Capital Management, LLC hereby agree that this Schedule 13G is filed on behalf of each of the parties. AQR Capital Management, LLC is a wholly owned subsidiary of AQR Capital Management Holdings, LLC.