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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
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SBUX STARBUCKS CORP Consumer Cyclical 75,583.0 $6.8M 2.37% -106K -58.5% $89.59 +16.8%
22 SPOT SPOTIFY TECHNOLOGY SA Communication Services 13,319.0 $6.5M 2.26% NEW $484.91 -5.1%
23 KMB KIMBERLY CLARK CORP Consumer Defensive 66,025.0 $6.4M 2.23% NEW $96.47 +13.4%
24 HD HOME DEPOT INC Consumer Cyclical 9,325.0 $3.1M 1.07% -24K -71.9% $328.89 +6.1%
Page 2 of 2  ·  24 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 47.8%
Communication Services 27.8%
Technology 11.3%
Financial Services 7.0%
Consumer Defensive 6.2%