Joel Greenblatt's SAM Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 213,266 shares of The Boston Beer Company, Inc. (SAM) worth $45.09 M, representing 0.20% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 44 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in SAM, representing a significant commitment to this investment thesis. 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2014 | +3,549 | New Buy | 3,549 | $289.66 |
| Q1 2015 | -3,549 | Sold Out | 3,549 | $0.00 |
| Q2 2015 | +1,547 | New Buy | 1,547 | $232.06 |
| Q3 2015 | +91,269 | Add 5899.74% | 92,816 | $210.61 |
| Q4 2015 | +117,801 | Add 126.92% | 210,617 | $201.91 |
| Q1 2016 | -107,621 | Reduce 51.10% | 102,996 | $185.07 |
| Q2 2016 | -102,996 | Sold Out | 102,996 | $0.00 |
| Q3 2016 | +1,686 | New Buy | 1,686 | $155.40 |
| Q4 2016 | +26,885 | Add 1594.60% | 28,571 | $169.86 |
| Q1 2017 | +16,017 | Add 56.06% | 44,588 | $144.66 |
| Q2 2017 | -38,870 | Reduce 87.18% | 5,718 | $132.21 |
| Q3 2017 | +7,297 | Add 127.61% | 13,015 | $156.20 |
| Q4 2017 | +16,632 | Add 127.79% | 29,647 | $191.12 |
| Q1 2018 | -26,437 | Reduce 89.17% | 3,210 | $189.10 |
| Q2 2018 | -3,210 | Sold Out | 3,210 | $0.00 |
| Q1 2019 | +3,026 | New Buy | 3,026 | $294.78 |
| Q2 2019 | -2,109 | Reduce 69.70% | 917 | $377.32 |
| Q3 2019 | -917 | Sold Out | 917 | $0.00 |
| Q3 2020 | +893 | New Buy | 893 | $883.54 |
| Q4 2020 | -287 | Reduce 32.14% | 606 | $995.05 |
| Q1 2021 | -606 | Sold Out | 606 | $0.00 |
| Q2 2021 | +498 | New Buy | 498 | $1020.08 |
| Q3 2021 | +659 | Add 132.33% | 1,157 | $509.94 |
| Q4 2021 | -1,157 | Sold Out | 1,157 | $0.00 |
| Q1 2022 | +1,226 | New Buy | 1,226 | $388.25 |
| Q2 2022 | +519 | Add 42.33% | 1,745 | $303.15 |
| Q3 2022 | +8,857 | Add 507.56% | 10,602 | $323.62 |
| Q4 2022 | +4,027 | Add 37.98% | 14,629 | $329.52 |
| Q1 2023 | -6,223 | Reduce 42.54% | 8,406 | $328.70 |
| Q2 2023 | -593 | Reduce 7.05% | 7,813 | $308.44 |
| Q3 2023 | +1,633 | Add 20.90% | 9,446 | $389.53 |
| Q4 2023 | +1,305 | Add 13.82% | 10,751 | $345.59 |
| Q1 2024 | +1,147 | Add 10.67% | 11,898 | $304.42 |
| Q2 2024 | +1,204 | Add 10.12% | 13,102 | $305.05 |
| Q3 2024 | +19,146 | Add 146.13% | 32,248 | $289.14 |
| Q4 2024 | +12,212 | Add 37.87% | 44,460 | $299.98 |
| Q1 2025 | -17,243 | Reduce 38.78% | 27,217 | $238.84 |
| Q2 2025 | -15,703 | Reduce 57.70% | 11,514 | $190.81 |
| Q3 2025 | +201,752 | Add 1752.23% | 213,266 | $211.42 |
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 44 quarters since Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to The Boston Beer Company, Inc. (SAM) was in Q3 2025, adding 213,266 shares worth $45.09 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 213,266 shares of The Boston Beer Company, Inc. (SAM), valued at approximately $45.09 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 0.20% of Joel Greenblatt'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.
Joel Greenblatt's peak holding in The Boston Beer Company, Inc. (SAM) was 213,266 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.