SAM β€” BOSTON BEER INC

Ownership history in Savant Capital, LLC  Β·  5 quarters on record

AI Ownership Summary

Savant Capital, LLC reported BOSTON BEER INC (SAM) in 5 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.02% in 2024 Q3. The latest visible filing shows SAM at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SAM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Savant Capital, LLC's position in BOSTON BEER INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SAM was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Savant Capital, LLC held SAM β€” position size vs. price
% of Fund (quarterly)    SAM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 9,600 +7,992 +497.0% 0.01% $2.0M 2025-11-05 $209.46
2025 Q1 REDUCED 1,608 -6,318 -79.7% 0.00% $384K 2025-05-08 $244.86
2024 Q4 ADDED 7,926 +100 +1.3% 0.02% $2.4M 2025-01-29 $250.17
2024 Q3 ADDED 7,826 +4,608 +143.2% 0.02% $2.3M 2024-11-04 $296.65
2024 Q2 INITIATED 3,218 β€” β€” 0.01% $982K 2024-08-05 $267.97

FAQ About Savant Capital, LLC and SAM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Savant Capital, LLC reported owning SAM?

Savant Capital, LLC reported SAM across 5 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported SAM position in Savant Capital, LLC's portfolio?

The largest reported portfolio weight for SAM was 0.02% in 2024 Q3.

What is the latest reported SAM position on this page?

The most recent filing on this page is 2025 Q3, when Savant Capital, LLC reported 9,600 shares, equal to 0.01% of portfolio, with an estimated market value of $2.0M.

What does the chart on this SAM ownership page compare?

The chart compares Savant Capital, LLC's quarterly SAM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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