Position in SAM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$20,809,521
+$20,468,445 QoQ
Shares Held
117,548
+13288.2% QoQ
Ownership
1.14%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#18
of 329 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in SAM Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $44,312,442 across 6 Beverages - Brewers names. SAM ranks #1 (47.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAM |
Boston Beer Co Inc
This page
|
117,548 | $20,809,521 | |
| 2 | BUD |
Anheuser-Busch InBev SA/NV
|
185,677 | $15,299,784 | |
| 3 | FMX |
Mexican Economic Development Inc
|
25,285 | $3,233,951 | |
| 4 | STZ |
Constellation Brands, Inc.
|
18,250 | $2,538,391 | |
| 5 | TAP |
Molson Coors Beverage Co
|
30,262 | $1,452,576 | |
| 6 | ABEV |
Ambev S.A.
|
311,535 | $978,219 |
All Filings in SAM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,809,521 | 117,548 | Shares | Defined | 2026-08-13 | |
| 2022-03-31 | $341,076 | 878 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $307,605 | 609 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $223,270 | 438 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $27,438,083 | 26,879 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $32,552,672 | 26,986 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $26,812,024 | 26,966 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $23,953,189 | 27,116 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $17,267,250 | 32,176 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $9,805,030 | 26,676 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||