Greenskeeper Asset 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 Asset 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 Asset 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 risk and potential of The Hershey Company (NYSE:HSY) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than THE HERSHEY COMPANY (NYSE:HSY) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered The Hershey Company (NYSE:HSY) and shared the list of best long-term dividend stocks to invest in according to billionaires. In addition, please check out our hedge fund investor letters Q1 2026 page for more investor letters from hedge funds and other leading investors.
READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.
Disclosure: None. This article is originally published at Insider Monkey.
