Position in SAM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$35,051
-$10,568 QoQ
Shares Held
198
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#242
of 329 holders
Holding Since
Mar 2025
6 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, 2026Plato Investment Management Ltd holds $796,986 across 2 Beverages - Brewers names. SAM ranks #2 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
|
5,478 | $761,935 | |
| 2 | SAM |
Boston Beer Co Inc
This page
|
198 | $35,051 |
All Filings in SAM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,051 | 198 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $45,619 | 198 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $38,635 | 198 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $41,861 | 198 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $37,780 | 198 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $102,701 | 430 | Shares | Sole | 2025-05-20 | |
| No filing history on record for this holder in this stock. | ||||||