Ray Dalio's SAM Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 10,825 shares of The Boston Beer Company, Inc. (SAM) worth $2.29 M, representing 0.01% of the portfolio. First purchased in 2020-Q3, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in SAM, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 8,812 shares. Largest reduction occurred in Q2 2024, reducing 10,033 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's The Boston Beer Company (SAM) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Boston Beer Company (SAM) Trades by Ray Dalio
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2020 | +5,586 | New Buy | 5,586 | $883.28 |
| Q4 2020 | +7,173 | Add 128.41% | 12,759 | $994.28 |
| Q1 2021 | +2,364 | Add 18.53% | 15,123 | $1206.31 |
| Q2 2021 | +7,438 | Add 49.18% | 22,561 | $1020.79 |
| Q3 2021 | +1,321 | Add 5.86% | 23,882 | $509.76 |
| Q4 2021 | -3,822 | Reduce 16.00% | 20,060 | $505.08 |
| Q1 2022 | +1,830 | Add 9.12% | 21,890 | $388.49 |
| Q2 2022 | +7,333 | Add 33.50% | 29,223 | $302.98 |
| Q3 2022 | -1,443 | Reduce 4.94% | 27,780 | $323.65 |
| Q4 2022 | -4,235 | Reduce 15.24% | 23,545 | $329.52 |
| Q1 2023 | -5,020 | Reduce 21.32% | 18,525 | $328.70 |
| Q2 2023 | -1,172 | Reduce 6.33% | 17,353 | $308.44 |
| Q3 2023 | -9,898 | Reduce 57.04% | 7,455 | $389.53 |
| Q4 2023 | +8,637 | Add 115.86% | 16,092 | $345.59 |
| Q1 2024 | -3,225 | Reduce 20.04% | 12,867 | $304.42 |
| Q2 2024 | -10,033 | Reduce 77.97% | 2,834 | $305.05 |
| Q3 2024 | -442 | Reduce 15.60% | 2,392 | $289.14 |
| Q4 2024 | -379 | Reduce 15.84% | 2,013 | $299.98 |
| Q1 2025 | -2,013 | Sold Out | 2,013 | $0.00 |
| Q3 2025 | +10,825 | New Buy | 10,825 | $211.42 |
Ray Dalio's The Boston Beer Company Investment FAQs
Ray Dalio first purchased The Boston Beer Company, Inc. (SAM) in Q3 2020, acquiring 5,586 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held The Boston Beer Company, Inc. (SAM) for 21 quarters since Q3 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to The Boston Beer Company, Inc. (SAM) was in Q3 2025, adding 10,825 shares worth $2.29 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 10,825 shares of The Boston Beer Company, Inc. (SAM), valued at approximately $2.29 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, The Boston Beer Company, Inc. (SAM) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in The Boston Beer Company, Inc. (SAM) was 29,223 shares, as reported at the end of Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.