HS Management Partners, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

HS Management Partners, LLC has recently released its 13F holdings comparison report for the third and fourth quarters of 2023. The report highlights the changes in the holdings of various funds during this period. Let's take a closer look at some of the significant changes and what they could mean for investors.

Schwab Charles Corp (SCHW) - Increase in Shares and Value

One of the noticeable changes in HS Management Partners, LLC's portfolio is the increase in shares and value of Schwab Charles Corp (SCHW). In the third quarter of 2023, the fund held 2,395,680 shares worth $131,522,000. However, in the fourth quarter, the number of shares increased to 2,430,575, with a total value of $167,223,000, representing a 27.1% increase. This indicates the fund's growing confidence in the company, and it could be a positive sign for other investors considering investing in Schwab Charles Corp.

Dicks Sporting Goods Inc (DKS) - Decrease in Shares and Value

On the other hand, there has been a decline in both the shares and value of Dicks Sporting Goods Inc (DKS) in HS Management Partners, LLC's holdings. In Q3 2023, the fund held 1,115,268 shares valued at $121,095,000. However, in Q4 2023, the number of shares decreased to 1,004,258, with a total value of $147,575,000, indicating a 21.9% decrease. While this decline might be concerning for some, it is essential to understand the reasons behind HS Management Partners, LLC's decision and consider other factors before making any investment decisions.

Paypal Holdings Inc (PYPL) - Increase in Shares and Value

Another interesting change in HS Management Partners, LLC's holdings is the increase in shares and value of Paypal Holdings Inc (PYPL). In Q3 2023, the fund held 1,974,500 shares valued at $115,429,000. However, in Q4 2023, the number of shares went up to 2,196,910, with a total value of $134,912,000, reflecting a 16.9% increase. This indicates the fund's optimism towards the company's future growth prospects and could encourage other investors to consider investing in Paypal Holdings Inc.

Coca Cola Co (KO) - Significant Increase in Shares and Value

HS Management Partners, LLC significantly increased its holdings of Coca Cola Co (KO) in the fourth quarter of 2023. In Q3 2023, the fund held 1,553,238 shares valued at $86,950,000. However, in Q4 2023, the number of shares skyrocketed to 2,213,222, with a total value of $130,425,000, representing a substantial 50% increase. This considerable increase shows the fund's confidence in the company's future performance and potential for growth.

These are just a few examples of the changes that HS Management Partners, LLC made in its 13F holdings during the third and fourth quarters of 2023. It is crucial to note that these changes may not reflect the entirety of the fund's investment strategy, as other holdings might have experienced changes as well.

Investors should consider various factors, including market trends, company performance, and fund objectives, before making any investment decisions. Understanding the rationale behind these changes can assist in assessing the fund's outlook and aligning investment strategies accordingly.

Stay updated with the latest developments in HS Management Partners, LLC's holdings to gain more insights into their investment decisions and potentially identify investment opportunities that align with your own financial goals and risk tolerance.

Note: The information provided in this article is for informational purposes only and should not be considered as investment advice. Always conduct thorough research and consult with a professional financial advisor before making any investment decisions.