ISTHMUS PARTNERS, LLC HSY — HERSHEY COMPANY

Ownership history in ISTHMUS PARTNERS, LLC  ·  23 quarters on record

AI Ownership Summary

ISTHMUS PARTNERS, LLC reported HERSHEY COMPANY (HSY) in 23 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 3.01% in 2025 Q3. The latest visible filing shows HSY at 1.46% 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 ISTHMUS PARTNERS, LLC's position in HERSHEY COMPANY, 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 1.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.01% in 2025 Q3

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

Time in book
Holding Window
2024 Q2 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.

HSY stock page ISTHMUS PARTNERS, LLC fund profile ISTHMUS PARTNERS, LLC full holdings
How ISTHMUS PARTNERS, 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 72,381 -156 -0.2% 1.46% $13.2M 2026-02-14 (Est.) $221.13
2025 Q3 REDUCED — — — 72,537 -303 -0.4% 3.01% $13.6M 2025-11-10 $166.53
2025 Q2 ADDED — — — 72,840 +632 +0.9% 1.41% $12.1M 2025-08-13 $176.17
2025 Q1 ADDED — — — 72,208 +2,977 +4.3% 1.55% $12.3M 2025-05-01 $162.15
2024 Q4 REDUCED — — — 69,231 -354 -0.5% 1.43% $11.7M 2025-02-07 $149.03
2024 Q3 ADDED — — — 69,585 +301 +0.4% 1.59% $13.3M 2024-11-14 $170.75
2024 Q2 ADDED — — — 69,284 +69,032 +27393.7% 0.16% $2.5M 2024-08-06 $188.94
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HSY

As of 2026 Q1 — sorted by position size

Kennon-Green & Company, LLC 3Y 7.45% LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 3Y 7Y 3.1% SCHARF INVESTMENTS, LLC 3Y 7Y 2.68% Eliot Finkel Investment Counsel, LLC 3Y 7Y 2.32% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 2.23% Elevate Capital Advisors, LLC 2.12% Signature Wealth Management Group 3Y 7Y 1.97% Two Point Capital Management, Inc. 3Y 1.96% Econ Financial Services Corp 3Y 7Y 1.93% HENDLEY & CO INC 3Y 7Y 1.77%

FAQ About ISTHMUS PARTNERS, 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 ISTHMUS PARTNERS, LLC reported owning HSY?

ISTHMUS PARTNERS, LLC reported HSY across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported HSY position in ISTHMUS PARTNERS, LLC's portfolio?

The largest reported portfolio weight for HSY was 3.01% in 2025 Q3.

What is the latest reported HSY position on this page?

The most recent filing on this page is 2025 Q4, when ISTHMUS PARTNERS, LLC reported 72,381 shares, equal to 1.46% of portfolio, with an estimated market value of $13.2M.

What does the chart on this HSY ownership page compare?

The chart compares ISTHMUS PARTNERS, 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 ISTHMUS PARTNERS, LLC time their HSY position?

Based on 13F filing dates vs. subsequent HSY price moves, ISTHMUS PARTNERS, LLC correctly timed 1 out of 8 reported position changes (12%). The annualised alpha on HSY relative to SPY over the holding period was -2.8%.

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