Position in SAM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,849,587
+$1,068,246 QoQ
Shares Held
12,368
+35.5% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SAM Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Mar 31, 2026CWM, LLC holds $8,096,932 across 7 Beverages - Brewers names. SAM ranks #2 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
|
23,289 | $3,493,350 | |
| 2 | SAM |
Boston Beer Co Inc
This page
|
12,368 | $2,849,587 | |
| 3 | TAP |
Molson Coors Beverage Co
|
19,319 | $946,437 | |
| 4 | BUD |
Anheuser-Busch InBev SA/NV
|
9,808 | $680,380 | |
| 5 | FMX |
Mexican Economic Development Inc
|
934 | $103,730 | |
| 6 | ABEV |
Ambev S.A.
|
7,385 | $21,564 | |
| 7 | CCU |
United Breweries Co Inc
|
166 | $1,884 |
All Filings in SAM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,849,587 | 12,368 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,781,341 | 9,129 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,851,438 | 18,217 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $221,721 | 1,162 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $103,178 | 432 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,302,646 | 7,676 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,487,914 | 5,146 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $190,046 | 623 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $102,285 | 336 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $78,448 | 227 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $75,179 | 193 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $16,347 | 53 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $17,092 | 52 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $15,157 | 46 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $8,414 | 26 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $5,756 | 19 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $8,546 | 22 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $4,040 | 8 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $10,208 | 10 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $12,062 | 10 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $9,942 | 10 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $8,833 | 10 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $5,366 | 10 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $3,675 | 10 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||