Iron Gate Global Advisors LLC HSY HERSHEY CO

Ownership history in Iron Gate Global Advisors LLC  ·  10 quarters on record

AI Ownership Summary

Iron Gate Global Advisors LLC reported HERSHEY CO (HSY) in 10 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 3.24% in 2025 Q1. The latest visible filing shows HSY at 2.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HSY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Iron Gate Global Advisors LLC's position in HERSHEY CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HSY was reported at 2.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.24% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Iron Gate Global Advisors LLC held HSY — position size vs. price
% of Fund (quarterly)    HSY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 119,482 -2,317 -1.9% 2.23% $21.7M 2026-02-14 (Est.) $221.13
2025 Q3 REDUCED 121,799 -2,172 -1.8% 2.33% $22.8M 2025-11-14 $176.67
2025 Q2 ADDED 123,971 +6,057 +5.1% 2.29% $20.6M 2025-08-14 $176.36
2025 Q1 ADDED 117,914 +42,490 +56.3% 3.24% $20.2M 2025-05-15 $158.81
2024 Q4 ADDED 75,424 +3,643 +5.1% 1.80% $12.8M 2025-02-13 $154.69
2024 Q3 ADDED 71,781 +5,735 +8.7% 2.13% $13.8M 2024-11-14 $170.75
2024 Q2 ADDED 66,046 +9,537 +16.9% 2.00% $12.1M 2024-08-14 $190.09
2024 Q1 ADDED 56,509 +56,455 +104546.3% 1.97% $11.1M 2024-05-15 $193.34
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Iron Gate Global Advisors LLC and HSY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Iron Gate Global Advisors LLC reported owning HSY?

Iron Gate Global Advisors LLC reported HSY across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported HSY position in Iron Gate Global Advisors LLC's portfolio?

The largest reported portfolio weight for HSY was 3.24% in 2025 Q1.

What is the latest reported HSY position on this page?

The most recent filing on this page is 2025 Q4, when Iron Gate Global Advisors LLC reported 119,482 shares, equal to 2.23% of portfolio, with an estimated market value of $21.7M.

What does the chart on this HSY ownership page compare?

The chart compares Iron Gate Global Advisors LLC's quarterly HSY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Iron Gate Global Advisors LLC time their HSY position?

Based on 13F filing dates vs. subsequent HSY price moves, Iron Gate Global Advisors LLC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on HSY relative to SPY over the holding period was -0.8%.

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