Greenskeeper ****** et Management, an independent firm that specializes in disciplined value investing, recently released its Q1 2026 scorecard. A copy is available to download here. The Middle East conflict triggered a sharp stock sell-off in the market, resulting in the Greenskeeper Value Fund posting a -8.1% return in Q1. Despite this challenging quarter, the fund took the opportunity to reinforce its portfolio. Please review the Fund's top five holdings to gain insights into their key selections for 2026.
In its first-quarter 2026 investor letter, Greenskeeper ****** et Management highlighted The Hershey Company (NYSE:HSY). The Hershey Company (NYSE:HSY) is the world's leading manufacturer and distributor of confectionery products and pantry items. On June 12, 2026, The Hershey Company (NYSE:HSY) closed at $181.66 per share. One-month return of The Hershey Company (NYSE:HSY) was -5.31%, and its shares gained 6.53% over the past 52 weeks. The Hershey Company (NYSE:HSY) has a market capitalization of $36.85 billion.
Greenskeeper ****** et Management stated the following regarding The Hershey Company (NYSE:HSY) in its Q1 2026 investor letter:
"The Hershey Company (NYSE:HSY) performed well during the quarter, gaining +14.2% as cocoa costs finally retreated, reversing the extreme inflationary pressures of the past two years. As this lower-cost inventory works its way through the balance sheet, we expect input-cost pressures to ease significantly. Crucially, consumer demand has proven resilient; volumes remain above management's original expectations despite the price hikes taken to defend margins. This reinforces our original thesis: Hershey's brand equity is robust enough to withstand significant macro shocks without compromising its long-term competitive position. Furthermore, the company's expansion into salty snacks continues to diversify the earnings stream and support consistent profit growth."
The Hershey Company (NYSE:HSY) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 52 hedge fund portfolios held The Hershey Company (NYSE:HSY) at the end of the first quarter, up from 49 in the previous quarter. While we acknowledge the potential of The Hershey Company (NYSE:HSY) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In its first-quarter 2026 investor letter, Greenskeeper ****** et Management highlighted The Hershey Company (NYSE:HSY). The Hershey Company (NYSE:HSY) is the world's leading manufacturer and distributor of confectionery products and pantry items. On June 12, 2026, The Hershey Company (NYSE:HSY) closed at $181.66 per share. One-month return of The Hershey Company (NYSE:HSY) was -5.31%, and its shares gained 6.53% over the past 52 weeks. The Hershey Company (NYSE:HSY) has a market capitalization of $36.85 billion.
Greenskeeper ****** et Management stated the following regarding The Hershey Company (NYSE:HSY) in its Q1 2026 investor letter:
"The Hershey Company (NYSE:HSY) performed well during the quarter, gaining +14.2% as cocoa costs finally retreated, reversing the extreme inflationary pressures of the past two years. As this lower-cost inventory works its way through the balance sheet, we expect input-cost pressures to ease significantly. Crucially, consumer demand has proven resilient; volumes remain above management's original expectations despite the price hikes taken to defend margins. This reinforces our original thesis: Hershey's brand equity is robust enough to withstand significant macro shocks without compromising its long-term competitive position. Furthermore, the company's expansion into salty snacks continues to diversify the earnings stream and support consistent profit growth."
The Hershey Company (NYSE:HSY) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 52 hedge fund portfolios held The Hershey Company (NYSE:HSY) at the end of the first quarter, up from 49 in the previous quarter. While we acknowledge the potential of The Hershey Company (NYSE:HSY) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
5 months ago
