SHAYNE & JACOBS, LLC STZ — CONSTELLATION BRANDS INC

Ownership history in SHAYNE & JACOBS, LLC  ·  6 quarters on record

AI Ownership Summary

SHAYNE & JACOBS, LLC reported CONSTELLATION BRANDS INC (STZ) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.09% in 2025 Q2. The latest visible filing shows STZ at 0.08% 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 STZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SHAYNE & JACOBS, LLC's position in CONSTELLATION BRANDS 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
2026 Q2

STZ was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% 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
2025 Q1 to 2026 Q2

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.

STZ stock page SHAYNE & JACOBS, LLC fund profile SHAYNE & JACOBS, LLC full holdings
How SHAYNE & JACOBS, LLC held STZ — position size vs. price
% of Fund (quarterly)    STZ 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)
2026 Q2 UNCHANGED — — — 1,850 — 0% 0.08% $257K 2026-07-07 $131.76
2026 Q1 UNCHANGED — — — 1,850 — 0% 0.09% $278K 2026-04-28 $154.36
2025 Q4 UNCHANGED — — — 1,850 — 0% 0.08% $255K 2026-01-27 $159.15
2025 Q3 ADDED — — — 1,850 +120 +6.9% 0.08% $249K 2025-11-05 $128.92
2025 Q2 UNCHANGED — — — 1,730 — 0% 0.09% $281K 2025-07-24 $171.00
2025 Q1 INITIATED — — — 1,730 — — 0.08% $317K 2025-05-02 $182.03

🏢 Other funds also holding STZ

As of 2026 Q2 — sorted by position size

OLD REPUBLIC INTERNATIONAL CORP 3Y 7Y 1.01% Olstein Capital Management, L.P. 3Y 7Y 1.0% Cohen Capital Management, Inc. 3Y 7Y 0.5% CANANDAIGUA NATIONAL BANK & TRUST CO 3Y 7Y 0.49% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.35% Miller Global Investments, LLC 0.24% GK Wealth Management LLC 0.14% TLWM 3Y 7Y 0.08% Assenagon Asset Management S.A. 3Y 7Y 0.06% Grove Bank & Trust 3Y 7Y 0.06%

FAQ About SHAYNE & JACOBS, LLC and STZ

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

How long has SHAYNE & JACOBS, LLC reported owning STZ?

SHAYNE & JACOBS, LLC reported STZ across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported STZ position in SHAYNE & JACOBS, LLC's portfolio?

The largest reported portfolio weight for STZ was 0.09% in 2025 Q2.

What is the latest reported STZ position on this page?

The most recent filing on this page is 2026 Q2, when SHAYNE & JACOBS, LLC reported 1,850 shares, equal to 0.08% of portfolio, with an estimated market value of $257K.

What does the chart on this STZ ownership page compare?

The chart compares SHAYNE & JACOBS, LLC's quarterly STZ 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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