Position in HSY
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$120,767,872
+$6,735,930 QoQ
Shares Held
580,922
-7.3% QoQ
Ownership
0.286%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.05760842247324.ToString("F0")%
Shared 0.ToString("F0")%
None 2.942391577526759.ToString("F0")%
Common Shares in HSY Over Time
Shares Held
Position Value (USD)
Derivatives in HSY
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$15,613,884
PutShares
85,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Confectioners
Consumer Defensive · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $726,165,843 across 5 Confectioners names. HSY ranks #2 (16.6% of the industry book) .
All Filings in HSY
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $120,767,872 | 580,922 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $114,031,942 | 626,618 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $15,613,884 | 85,800 | Put | Defined | 2026-02-13 | |
| 2025-09-30 | $16,871,910 | 90,200 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $101,356,033 | 541,866 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $16,644,785 | 100,300 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $95,036,244 | 572,680 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $97,385,507 | 569,406 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $17,188,515 | 100,500 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $84,260,768 | 497,554 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $123,982,892 | 646,485 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $127,820,490 | 695,319 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $98,936,120 | 508,669 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $55,217,561 | 296,168 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $53,097,028 | 265,379 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $81,725,560 | 327,295 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $82,166,288 | 322,968 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $79,630,668 | 343,873 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $71,276,406 | 323,293 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $105,326,198 | 489,525 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $113,098,838 | 522,083 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $83,341,264 | 430,771 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $162,985,717 | 962,988 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $163,125,837 | 936,536 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $165,336,190 | 1,045,373 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $163,600,132 | 1,073,985 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $147,794,573 | 1,031,077 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $134,054,557 | 1,034,212 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $173,162,128 | 1,306,884 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||