Position in STZ
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$111,850,614
+$11,908,614 QoQ
Shares Held
804,160
+20.7% QoQ
Ownership
0.471%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#40
of 1,026 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in STZ Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026LSV ASSET MANAGEMENT holds $112,151,724 across 3 Beverages - Brewers names. STZ ranks #1 (99.7% of the industry book) .
All Filings in STZ
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,850,614 | 804,160 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $99,942,000 | 666,280 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $68,315,032 | 495,180 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $33,018,390 | 245,180 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||