Joel Greenblatt's SAM Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 248,910 shares of The Boston Beer Company, Inc. (SAM) worth $48.57 M, representing 0.18% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 40 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in SAM, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 201,752 shares. Largest reduction occurred in Q1 2016, reducing 107,621 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt'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 Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +35,644 | Add 16.71% | 248,910 | $195.13 |
| Q3 2025 | +201,752 | Add 1752.23% | 213,266 | $211.42 |
| Q2 2025 | -15,703 | Reduce 57.70% | 11,514 | $190.81 |
| Q1 2025 | -17,243 | Reduce 38.78% | 27,217 | $238.84 |
| Q4 2024 | +12,212 | Add 37.87% | 44,460 | $299.98 |
| Q3 2024 | +19,146 | Add 146.13% | 32,248 | $289.14 |
| Q2 2024 | +1,204 | Add 10.12% | 13,102 | $305.05 |
| Q1 2024 | +1,147 | Add 10.67% | 11,898 | $304.42 |
| Q4 2023 | +1,305 | Add 13.82% | 10,751 | $345.59 |
| Q3 2023 | +1,633 | Add 20.90% | 9,446 | $389.53 |
| Q2 2023 | -593 | Reduce 7.05% | 7,813 | $308.44 |
| Q1 2023 | -6,223 | Reduce 42.54% | 8,406 | $328.70 |
| Q4 2022 | +4,027 | Add 37.98% | 14,629 | $329.52 |
| Q3 2022 | +8,857 | Add 507.56% | 10,602 | $323.62 |
| Q2 2022 | +519 | Add 42.33% | 1,745 | $303.15 |
| Q1 2022 | +1,226 | New Buy | 1,226 | $388.25 |
| Q4 2021 | -1,157 | Sold Out | 0 | $0.00 |
| Q3 2021 | +659 | Add 132.33% | 1,157 | $509.94 |
| Q2 2021 | +498 | New Buy | 498 | $1020.08 |
| Q1 2021 | -606 | Sold Out | 0 | $0.00 |
| Q4 2020 | -287 | Reduce 32.14% | 606 | $995.05 |
| Q3 2020 | +893 | New Buy | 893 | $883.54 |
| Q3 2019 | -917 | Sold Out | 0 | $0.00 |
| Q2 2019 | -2,109 | Reduce 69.70% | 917 | $377.32 |
| Q1 2019 | +3,026 | New Buy | 3,026 | $294.78 |
| Q2 2018 | -3,210 | Sold Out | 0 | $0.00 |
| Q1 2018 | -26,437 | Reduce 89.17% | 3,210 | $189.10 |
| Q4 2017 | +16,632 | Add 127.79% | 29,647 | $191.12 |
| Q3 2017 | +7,297 | Add 127.61% | 13,015 | $156.20 |
| Q2 2017 | -38,870 | Reduce 87.18% | 5,718 | $132.21 |
| Q1 2017 | +16,017 | Add 56.06% | 44,588 | $144.66 |
| Q4 2016 | +26,885 | Add 1594.60% | 28,571 | $169.86 |
| Q3 2016 | +1,686 | New Buy | 1,686 | $155.40 |
| Q2 2016 | -102,996 | Sold Out | 0 | $0.00 |
| Q1 2016 | -107,621 | Reduce 51.10% | 102,996 | $185.07 |
| Q4 2015 | +117,801 | Add 126.92% | 210,617 | $201.91 |
| Q3 2015 | +91,269 | Add 5899.74% | 92,816 | $210.61 |
| Q2 2015 | +1,547 | New Buy | 1,547 | $232.06 |
| Q1 2015 | -3,549 | Sold Out | 0 | $0.00 |
| Q4 2014 | +3,549 | New Buy | 3,549 | $289.66 |
Joel Greenblatt's The Boston Beer Company Investment FAQs
Joel Greenblatt first purchased The Boston Beer Company, Inc. (SAM) in Q4 2014, acquiring 3,549 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held The Boston Beer Company, Inc. (SAM) for 40 quarters since Q4 2014.
Joel Greenblatt's largest addition to The Boston Beer Company, Inc. (SAM) was in Q3 2025, adding 213,266 shares worth $45.09 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 248,910 shares of The Boston Beer Company, Inc. (SAM), valued at approximately $48.57 M.
As of the Q4 2025 filing, The Boston Beer Company, Inc. (SAM) represents approximately 0.18% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in The Boston Beer Company, Inc. (SAM) was 248,910 shares, as reported at the end of Q4 2025.