Joel Greenblatt's STZ Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 108,954 shares of Constellation Brands, Inc. (STZ) worth $14.67 M, representing 0.06% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in STZ, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2018, adding 208,150 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2014 | +2,894 | New Buy | 2,894 | $85.00 |
| Q2 2014 | -2,894 | Sold Out | 2,894 | $0.00 |
| Q1 2016 | +3,376 | New Buy | 3,376 | $151.07 |
| Q2 2016 | +9,193 | Add 272.30% | 12,569 | $165.41 |
| Q3 2016 | -12,569 | Sold Out | 12,569 | $0.00 |
| Q4 2016 | +53,737 | New Buy | 53,737 | $153.30 |
| Q1 2017 | -53,737 | Sold Out | 53,737 | $0.00 |
| Q4 2017 | +54,315 | New Buy | 54,315 | $228.57 |
| Q1 2018 | -54,315 | Sold Out | 54,315 | $0.00 |
| Q2 2018 | +2,834 | New Buy | 2,834 | $218.77 |
| Q3 2018 | -2,834 | Sold Out | 2,834 | $0.00 |
| Q4 2018 | +210,984 | New Buy | 210,984 | $160.82 |
| Q1 2019 | -63,859 | Reduce 30.27% | 147,125 | $175.33 |
| Q2 2019 | -130,600 | Reduce 88.77% | 16,525 | $196.91 |
| Q3 2019 | -16,525 | Sold Out | 16,525 | $0.00 |
| Q4 2019 | +44,233 | New Buy | 44,233 | $189.75 |
| Q1 2020 | +45,579 | Add 103.04% | 89,812 | $143.36 |
| Q2 2020 | -35,754 | Reduce 39.81% | 54,058 | $174.94 |
| Q3 2020 | +13,302 | Add 24.61% | 67,360 | $189.50 |
| Q4 2020 | -3,242 | Reduce 4.81% | 64,118 | $219.05 |
| Q1 2021 | -36,367 | Reduce 56.72% | 27,751 | $227.99 |
| Q2 2021 | +5,236 | Add 18.87% | 32,987 | $233.88 |
| Q3 2021 | +354 | Add 1.07% | 33,341 | $210.70 |
| Q4 2021 | -7,689 | Reduce 23.06% | 25,652 | $250.97 |
| Q1 2022 | +407 | Add 1.59% | 26,059 | $230.32 |
| Q2 2022 | -17,334 | Reduce 66.52% | 8,725 | $233.01 |
| Q3 2022 | -3,824 | Reduce 43.83% | 4,901 | $229.75 |
| Q4 2022 | +13,378 | Add 272.96% | 18,279 | $231.75 |
| Q1 2023 | -4,945 | Reduce 27.05% | 13,334 | $225.89 |
| Q2 2023 | -6,631 | Reduce 49.73% | 6,703 | $246.13 |
| Q3 2023 | +5,037 | Add 75.15% | 11,740 | $251.33 |
| Q4 2023 | +9,968 | Add 84.91% | 21,708 | $241.75 |
| Q1 2024 | +3,184 | Add 14.67% | 24,892 | $271.76 |
| Q2 2024 | -17,779 | Reduce 71.42% | 7,113 | $257.28 |
| Q3 2024 | +644 | Add 9.05% | 7,757 | $257.69 |
| Q4 2024 | +41,995 | Add 541.38% | 49,752 | $221.00 |
| Q1 2025 | +25,666 | Add 51.59% | 75,418 | $183.52 |
| Q2 2025 | -22,705 | Reduce 30.11% | 52,713 | $162.68 |
| Q3 2025 | +56,241 | Add 106.69% | 108,954 | $134.67 |
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 47 quarters since Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Constellation Brands, Inc. (STZ) was in Q4 2018, adding 210,984 shares worth $33.93 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 108,954 shares of Constellation Brands, Inc. (STZ), valued at approximately $14.67 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Constellation Brands, Inc. (STZ) represents approximately 0.06% 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 Constellation Brands, Inc. (STZ) was 210,984 shares, as reported at the end of Q4 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.