Guru Ownership Trend
Guru Analysis for The Boston Beer Company, Inc. (SAM)
The Boston Beer Company, Inc. (SAM), a key player in the Consumer Staples sector, continues to attract institutional attention.
As of Q3 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $284.37 M.
Top institutional holders include Cliff Asness and Ken Fisher.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $141.14 M net inflow during the quarter.
Recent activity highlights Joel Greenblatt who dramatically increased their stake. Conversely, Renaissance Technologies reduced exposure by 4.7%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.09% | Add 340.4% | 647,060 | $136.8 M | Q3 2025 | |
| 0.02% | Reduce -0.3% | 231,467 | $48.94 M | Q3 2025 | |
| 0.20% | Add 1752.2% | 213,266 | $45.09 M | Q3 2025 | |
| 1.18% | Add 2.8% | 109,238 | $23.1 M | Q3 2025 | |
| 0.02% | Reduce -4.7% | 87,079 | $18.41 M | Q3 2025 | |
| 0.05% | Add 29.6% | 22,294 | $4.71 M | Q3 2025 | |
| 0.04% | New Buy | 14,039 | $2.97 M | Q3 2025 | |
| 0.01% | New Buy | 10,825 | $2.29 M | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for The Boston Beer Company, Inc. (SAM)
Major holders include Cliff Asness ($136.8 M), Ken Fisher ($48.94 M), Joel Greenblatt ($45.09 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 1.34 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $141.14 M, with 6 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited SAM. The total reported sell value was $14.2 M.
Yes, 2 managers opened new positions in SAM, and 4 increased their existing holdings. The total reported buy value was $155.34 M.