SeaBridge Investment Advisors LLC BUD Anheuser-Busch Cos Inc

Ownership history in SeaBridge Investment Advisors LLC  ·  18 quarters on record

AI Ownership Summary

SeaBridge Investment Advisors LLC reported Anheuser-Busch Cos Inc (BUD) in 18 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.65% in 2025 Q2. The latest visible filing shows BUD at 0.55% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BUD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SeaBridge Investment Advisors LLC's position in Anheuser-Busch Cos 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 Q4

BUD was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2025 Q2

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 Q4

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 SeaBridge Investment Advisors LLC held BUD — position size vs. price
% of Fund (quarterly)    BUD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 52,109 -2,431 -4.5% 0.55% $3.3M 2026-01-26 $68.38
2025 Q3 ADDED 54,540 +3,692 +7.3% 0.53% $3.3M 2025-10-22 $60.90
2025 Q2 ADDED 50,848 +3,926 +8.4% 0.65% $3.5M 2025-07-17 $66.86
2025 Q1 ADDED 46,922 +27,172 +137.6% 0.62% $2.9M 2025-05-02 $63.94
2024 Q3 REDUCED 5.8% -24.9% 19,750 -1,227 -5.8% 0.32% $1.3M 2024-11-04 $56.71
2024 Q2 ADDED 20,977 +20,877 +20877.0% 0.32% $1.2M 2024-08-01 $59.33
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SeaBridge Investment Advisors LLC and BUD

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

How long has SeaBridge Investment Advisors LLC reported owning BUD?

SeaBridge Investment Advisors LLC reported BUD across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported BUD position in SeaBridge Investment Advisors LLC's portfolio?

The largest reported portfolio weight for BUD was 0.65% in 2025 Q2.

What is the latest reported BUD position on this page?

The most recent filing on this page is 2025 Q4, when SeaBridge Investment Advisors LLC reported 52,109 shares, equal to 0.55% of portfolio, with an estimated market value of $3.3M.

What does the chart on this BUD ownership page compare?

The chart compares SeaBridge Investment Advisors LLC's quarterly BUD 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.

How well did SeaBridge Investment Advisors LLC time their BUD position?

Based on 13F filing dates vs. subsequent BUD price moves, SeaBridge Investment Advisors LLC correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on BUD relative to SPY over the holding period was -20.9%.

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