Position in SAM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,826,765
+$4,538,224 QoQ
Shares Held
32,914
+510.1% QoQ
Ownership
0.320%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#45
of 329 holders
Holding Since
Jun 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SAM Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026Edgestream Partners, L.P. holds $7,529,226 across 2 Beverages - Brewers names. SAM ranks #1 (77.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAM |
Boston Beer Co Inc
This page
|
32,914 | $5,826,765 | |
| 2 | STZ |
Constellation Brands, Inc.
|
12,240 | $1,702,461 |
All Filings in SAM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,826,765 | 32,914 | Shares | Sole | 2026-08-11 | |
| 2025-03-31 | $1,288,541 | 5,395 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,910,405 | 9,702 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $300,779 | 986 | Shares | Sole | 2024-08-09 | |
| 2023-09-30 | $1,056,015 | 2,711 | Shares | Sole | 2023-11-15 | |
| 2022-09-30 | $583,540 | 1,803 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $5,140,402 | 10,177 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $5,067,934 | 9,942 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,204,422 | 6,078 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||