SAM Boston Beer Company Inc.

Ownership history in SOUTHEASTERN ASSET MANAGEMENT INC/TN/  ·  12 quarters on record

This page tracks every 13F SEC filing in which SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported a position in Boston Beer Company Inc. (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.

Peak position
1.53% (2023 Q3)
Avg. % of fund
1.33%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 147,997 +38,759 +35.5% 1.29% $28.9M $195.13
2025 Q3 ADDED 109,238 +2,921 +2.7% 1.18% $23.1M $211.42
2025 Q2 UNCHANGED 106,317 0% 1.02% $20.3M $190.81
2025 Q1 UNCHANGED 106,317 0% 1.35% $25.4M $238.84
2024 Q4 UNCHANGED 106,317 0% 1.51% $31.9M $299.98
2024 Q3 UNCHANGED 106,317 0% 1.45% $30.7M $289.14
2024 Q2 UNCHANGED 106,317 0% 1.41% $32.4M $305.05
2024 Q1 UNCHANGED 106,317 0% 1.24% $32.4M $304.42
2023 Q4 UNCHANGED 106,317 0% 1.41% $36.7M $345.59
2023 Q3 REDUCED 106,317 -20,957 -16.5% 1.53% $41.4M $389.53
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SAM price (monthly, adj. close)
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