Position in STZ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$23,488,350
+$4,389,859 QoQ
Shares Held
156,589
+13.1% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 12.967705266653468.ToString("F0")%
Shared 87.03229473334653.ToString("F0")%
None 0.ToString("F0")%
Common Shares in STZ Over Time
Shares Held
Position Value (USD)
Derivatives in STZ
reported options exposure · as of Mar 31, 2026CallValue
$20,430,000
CallShares
136,200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Beverages - Brewers
Consumer Defensive · as of Mar 31, 2026Tidal Investments LLC holds $38,269,057 across 6 Beverages - Brewers names. STZ ranks #1 (61.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
This page
|
156,589 | $23,488,350 | |
| 2 | ABEV |
Ambev S.A.
|
3,064,611 | $8,948,664 | |
| 3 | TAP |
Molson Coors Beverage Co
|
89,352 | $3,847,497 | |
| 4 | FMX |
Mexican Economic Development Inc
|
7,882 | $875,374 | |
| 5 | BUD |
Anheuser-Busch InBev SA/NV
|
9,971 | $691,688 | |
| 6 | SAM |
Boston Beer Co Inc
|
1,812 | $417,484 |
All Filings in STZ
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,430,000 | 136,200 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $23,488,350 | 156,589 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $16,803,528 | 121,800 | Call | Defined | 2026-02-13 | |
| 2025-12-31 | $19,098,491 | 138,435 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $20,777,964 | 154,288 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $18,584,460 | 138,000 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $10,838,066 | 66,622 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,061,113 | 16,680 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,417,986 | 15,466 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,200,672 | 8,540 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $3,496,949 | 13,592 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,956,010 | 14,557 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,322,734 | 9,608 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,453,986 | 9,764 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,277,933 | 9,255 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,319,423 | 5,841 | Shares | Sole | 2023-05-23 | |
| 2022-12-31 | $1,256,548 | 5,422 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,171,827 | 5,102 | Shares | Sole | 2022-11-23 | |
| 2022-06-30 | $1,132,205 | 4,858 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,103,693 | 4,792 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $913,781 | 3,641 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $633,334 | 3,006 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $486,958 | 2,082 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||