Portfolio (Quarterly) Guide ↗

HS Management Partners, LLC

· CIK 0001455253

13F Portfolio $286M AUM 24 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 21 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MAT	MATTEL INC COM	Consumer Cyclical	683,200	$13.6M	2.89%	SOLD
2	PYPL	PAYPAL HOLDINGS INC	Financial Services	172,725	$10.1M	2.15%	SOLD
3	PEP	PEPSICO INCORPORATED	Consumer Defensive	56,473	$8.1M	1.73%	SOLD

Sector Allocation

Consumer Cyclical 47.8%

Communication Services 27.8%

Technology 11.3%

Financial Services 7.0%

Consumer Defensive 6.2%