SAM — BOSTON BEER INC CL A

Ownership history in Cornerstone Planning Group LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Cornerstone Planning Group LLC reported a position in BOSTON BEER INC CL A (SAM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 4 — — 0.00% $824 $211.42
% of Fund (quarterly)    SAM price (monthly, adj. close)

Other funds also holding SAM

As of 2025 Q4 — sorted by position size

RK Asset Management, LLC 3Y 7Y 3.68% Woodson Capital Management, LP 3Y 7Y 2.7% SOUTHERNSUN ASSET MANAGEMENT, LLC 3Y 7Y 2.06% Savoir Faire Capital Management, L.P. 2.01% Monaco Asset Management SAM 3Y 1.82% Crawford Fund Management, LLC 1.58% Global Alpha Capital Management Ltd. 3Y 7Y 1.46% SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 3Y 7Y 1.29% Eschler Asset Management LLP 3Y 0.61% BCGM Wealth Management, LLC 3Y 0.48%
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