Joel Greenblatt's STZ Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 217,251 shares of Constellation Brands, Inc. (STZ) worth $29.97 M, representing 0.11% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 40 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in STZ, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2018, adding 210,984 shares. Largest reduction occurred in Q2 2019, reducing 130,600 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Constellation Brands (STZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Constellation Brands (STZ) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +108,297 | Add 99.40% | 217,251 | $137.96 |
| Q3 2025 | +56,241 | Add 106.69% | 108,954 | $134.67 |
| Q2 2025 | -22,705 | Reduce 30.11% | 52,713 | $162.68 |
| Q1 2025 | +25,666 | Add 51.59% | 75,418 | $183.52 |
| Q4 2024 | +41,995 | Add 541.38% | 49,752 | $221.00 |
| Q3 2024 | +644 | Add 9.05% | 7,757 | $257.69 |
| Q2 2024 | -17,779 | Reduce 71.42% | 7,113 | $257.28 |
| Q1 2024 | +3,184 | Add 14.67% | 24,892 | $271.76 |
| Q4 2023 | +9,968 | Add 84.91% | 21,708 | $241.75 |
| Q3 2023 | +5,037 | Add 75.15% | 11,740 | $251.33 |
| Q2 2023 | -6,631 | Reduce 49.73% | 6,703 | $246.13 |
| Q1 2023 | -4,945 | Reduce 27.05% | 13,334 | $225.89 |
| Q4 2022 | +13,378 | Add 272.96% | 18,279 | $231.75 |
| Q3 2022 | -3,824 | Reduce 43.83% | 4,901 | $229.75 |
| Q2 2022 | -17,334 | Reduce 66.52% | 8,725 | $233.01 |
| Q1 2022 | +407 | Add 1.59% | 26,059 | $230.32 |
| Q4 2021 | -7,689 | Reduce 23.06% | 25,652 | $250.97 |
| Q3 2021 | +354 | Add 1.07% | 33,341 | $210.70 |
| Q2 2021 | +5,236 | Add 18.87% | 32,987 | $233.88 |
| Q1 2021 | -36,367 | Reduce 56.72% | 27,751 | $227.99 |
| Q4 2020 | -3,242 | Reduce 4.81% | 64,118 | $219.05 |
| Q3 2020 | +13,302 | Add 24.61% | 67,360 | $189.50 |
| Q2 2020 | -35,754 | Reduce 39.81% | 54,058 | $174.94 |
| Q1 2020 | +45,579 | Add 103.04% | 89,812 | $143.36 |
| Q4 2019 | +44,233 | New Buy | 44,233 | $189.75 |
| Q3 2019 | -16,525 | Sold Out | 0 | $0.00 |
| Q2 2019 | -130,600 | Reduce 88.77% | 16,525 | $196.91 |
| Q1 2019 | -63,859 | Reduce 30.27% | 147,125 | $175.33 |
| Q4 2018 | +210,984 | New Buy | 210,984 | $160.82 |
| Q3 2018 | -2,834 | Sold Out | 0 | $0.00 |
| Q2 2018 | +2,834 | New Buy | 2,834 | $218.77 |
| Q1 2018 | -54,315 | Sold Out | 0 | $0.00 |
| Q4 2017 | +54,315 | New Buy | 54,315 | $228.57 |
| Q1 2017 | -53,737 | Sold Out | 0 | $0.00 |
| Q4 2016 | +53,737 | New Buy | 53,737 | $153.30 |
| Q3 2016 | -12,569 | Sold Out | 0 | $0.00 |
| Q2 2016 | +9,193 | Add 272.30% | 12,569 | $165.41 |
| Q1 2016 | +3,376 | New Buy | 3,376 | $151.07 |
| Q2 2014 | -2,894 | Sold Out | 0 | $0.00 |
| Q1 2014 | +2,894 | New Buy | 2,894 | $85.00 |
Joel Greenblatt's Constellation Brands Investment FAQs
Joel Greenblatt first purchased Constellation Brands, Inc. (STZ) in Q1 2014, acquiring 2,894 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 Constellation Brands, Inc. (STZ) for 40 quarters since Q1 2014.
Joel Greenblatt's largest addition to Constellation Brands, Inc. (STZ) was in Q4 2018, adding 210,984 shares worth $33.93 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 217,251 shares of Constellation Brands, Inc. (STZ), valued at approximately $29.97 M.
As of the Q4 2025 filing, Constellation Brands, Inc. (STZ) represents approximately 0.11% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Constellation Brands, Inc. (STZ) was 217,251 shares, as reported at the end of Q4 2025.