HERSHEY TRUST CO (auto-surfaced)
cloneable
· 31-MAR-2026 → 30-JUN-2026
AUM $9,816,099,584 · 2 positions · top-10 100.0%
· SEC filing history →
13FScore 39/100 — cloning their disclosed top holdings over ~4.9y returned -2%/yr vs S&P +11%/yr (alpha -13%/yr), ahead of the market in 40% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.
New positions
| Issuer | % book | Value | Since entry | Conviction | Business | Tags |
|---|
| none |
Added to (≥+25% shares)
| Issuer | % book | Δ shares | Since add | Conviction | Business | Tags |
|---|
| none |
Top holdings now
| Issuer | % book | Since entry | Business | Tags |
|---|
| HERSHEY COMPANY CLASS B | 97.6% | — | Chocolate and confectionery maker | |
| $HSY · HERSHEY CO | 2.4% | -32% Q2 '23 | Manufactures and markets chocolate and non-chocolate confectionery, along with snacks and pantry items, under brands including Hershey's, Reese's, Kisses and Kit Kat (US). | S&P |