Joel Greenblatt's HSY Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 4,678 shares of The Hershey Company (HSY) worth $875,020, representing 0.00% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in HSY, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2015, adding 386,193 shares. Largest reduction occurred in Q3 2016, reducing 317,740 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's The Hershey Company (HSY) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Hershey Company (HSY) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2013 | +2,382 | New Buy | 2,382 | $97.40 |
| Q1 2014 | +1,348 | Add 56.59% | 3,730 | $104.29 |
| Q2 2014 | -706 | Reduce 18.93% | 3,024 | $97.22 |
| Q3 2014 | -3,024 | Sold Out | 3,024 | $97.22 |
| Q2 2015 | +389,217 | New Buy | 389,217 | $88.83 |
| Q3 2015 | -389,217 | Sold Out | 389,217 | $88.83 |
| Q1 2016 | +507,211 | New Buy | 507,211 | $92.09 |
| Q2 2016 | -179,639 | Reduce 35.42% | 327,572 | $113.49 |
| Q3 2016 | -317,740 | Reduce 97.00% | 9,832 | $95.61 |
| Q4 2016 | -6,917 | Reduce 70.35% | 2,915 | $103.26 |
| Q1 2017 | +266,868 | Add 9154.99% | 269,783 | $109.25 |
| Q2 2017 | -7,705 | Reduce 2.86% | 262,078 | $107.37 |
| Q3 2017 | -255,867 | Reduce 97.63% | 6,211 | $109.16 |
| Q4 2017 | -6,211 | Sold Out | 6,211 | $109.16 |
| Q1 2018 | +246,187 | New Buy | 246,187 | $98.96 |
| Q2 2018 | -5,228 | Reduce 2.12% | 240,959 | $93.06 |
| Q3 2018 | -224,190 | Reduce 93.04% | 16,769 | $101.97 |
| Q4 2018 | +76,011 | Add 453.28% | 92,780 | $107.18 |
| Q1 2019 | +129,962 | Add 140.08% | 222,742 | $114.83 |
| Q2 2019 | -2,356 | Reduce 1.06% | 220,386 | $134.03 |
| Q3 2019 | -40,801 | Reduce 18.51% | 179,585 | $154.99 |
| Q4 2019 | -52,906 | Reduce 29.46% | 126,679 | $146.98 |
| Q1 2020 | -17,716 | Reduce 13.98% | 108,963 | $132.50 |
| Q2 2020 | -40,258 | Reduce 36.95% | 68,705 | $129.63 |
| Q3 2020 | -63,393 | Reduce 92.27% | 5,312 | $143.26 |
| Q4 2020 | +9,641 | Add 181.49% | 14,953 | $152.34 |
| Q1 2021 | -5,790 | Reduce 38.72% | 9,163 | $158.14 |
| Q2 2021 | +32,133 | Add 350.68% | 41,296 | $174.18 |
| Q3 2021 | -3,481 | Reduce 8.43% | 37,815 | $169.25 |
| Q4 2021 | -20,759 | Reduce 54.90% | 17,056 | $193.48 |
| Q1 2022 | -5,655 | Reduce 33.16% | 11,401 | $216.65 |
| Q2 2022 | -234 | Reduce 2.05% | 11,167 | $215.19 |
| Q3 2022 | -888 | Reduce 7.95% | 10,279 | $220.45 |
| Q4 2022 | -5,158 | Reduce 50.18% | 5,121 | $231.57 |
| Q1 2023 | -986 | Reduce 19.25% | 4,135 | $254.41 |
| Q2 2023 | +21,904 | Add 529.72% | 26,039 | $249.70 |
| Q3 2023 | -21,376 | Reduce 82.09% | 4,663 | $200.08 |
| Q4 2023 | +15,834 | Add 339.57% | 20,497 | $186.44 |
| Q1 2024 | -3,651 | Reduce 17.81% | 16,846 | $194.50 |
| Q2 2024 | -2,053 | Reduce 12.19% | 14,793 | $183.83 |
| Q3 2024 | -11,919 | Reduce 80.57% | 2,874 | $191.78 |
| Q4 2024 | +145 | Add 5.05% | 3,019 | $169.35 |
| Q1 2025 | +10,647 | Add 352.67% | 13,666 | $171.03 |
| Q2 2025 | -8,585 | Reduce 62.82% | 5,081 | $165.95 |
| Q3 2025 | -403 | Reduce 7.93% | 4,678 | $187.05 |
Joel Greenblatt's The Hershey Company Investment FAQs
Joel Greenblatt first purchased The Hershey Company (HSY) in Q4 2013, acquiring 2,382 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held The Hershey Company (HSY) for 48 quarters since Q4 2013.
Joel Greenblatt's largest addition to The Hershey Company (HSY) was in Q1 2016, adding 507,211 shares worth $46.71 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 4,678 shares of The Hershey Company (HSY), valued at approximately $875,020.
As of the Q3 2025 filing, The Hershey Company (HSY) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in The Hershey Company (HSY) was 507,211 shares, as reported at the end of Q1 2016.